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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CBB
1926
Citizens Business Bank
California
$604M +$24.2M +4% 2.71% 84.4% 258 6.98%
AEPIP
1927
AH Equity Partners III (Parallel)
California
$604M -$101M -14% 15.4% 33.1% 2 50%
WSCM
1928
Wellington Shields Capital Management
New York
$603M +$15.7M +3% 6.02% 80.5% 298 11.07%
HHGC
1929
Hunting Hill Global Capital
New York
$603M +$59.5M +11% 4.15% 132% 27 51.85%
NWM
1930
Nicola Wealth Management
British Columbia, Canada
$603M -$66.3M -10% 2.39% 48.3% 107 22.43%
MTC
1931
McDaniel Terry & Co
Texas
$603M +$18.7M +3% 2.67% 52.9% 70 17.14%
WCM
1932
Windham Capital Management
Massachusetts
$602M +$4.47M +0.7% 1.29% 8.3% 66 7.58%
MIAS
1933
Mason Investment Advisory Services
Virginia
$601M +$240M +66% 1.52% 48.2% 84 4.76%
TI
1934
Trigran Investments
Illinois
$600M +$16.2M +3% 1.91% 11.2% 22 18.18%
UBV
1935
United Bank (Virginia)
Virginia
$598M +$43.3M +8% 2% 64.2% 148 12.84%
GPCM
1936
Greenbrier Partners Capital Management
Texas
$597M +$34.1M +6% 6.99% 111% 18 22.22%
FBA
1937
Front Barnett Associates
Illinois
$596M -$24.8M -4% 2.9% 40.5% 123 5.69%
KWM
1938
Kingsview Wealth Management
Oregon
$596M -$61.6M -9% 4.18% 55.8% 543 26.89%
SCA
1939
Summit Creek Advisors
Minnesota
$596M +$34.6M +6% 6.29% 47.8% 61 13.11%
PC
1940
PM Capital
Australia
$595M +$33.8M +6% 7.34% 105% 26 7.69%
IVAV
1941
Index Venture Associates V
Jersey
$595M -$176M -23% 22.7% 61.2% 3 0%
AIP
1942
ARS Investment Partners
New York
$595M +$42.5M +8% 3.49% 260% 143 26.57%
CIA
1943
CCM Investment Advisers
South Carolina
$595M -$1.46M -0.2% 4.09% 118% 83 21.69%
FCM
1944
Freshford Capital Management
New York
$594M +$72.5M +14% 8.09% 62.2% 21 23.81%
DTL
1945
Dynamic Technology Lab
Singapore
$594M -$16M -3% 1.57% 21.7% 1,468 74.39%
AAIM
1946
Asset Advisors Investment Management
Georgia
$594M +$31.8M +6% 4.47% 58.7% 97 5.15%
BWFA
1947
Baltimore-Washington Financial Advisors
Maryland
$594M +$22.4M +4% 4.72% 70.7% 109 9.17%
HIC
1948
Harvey Investment Company
Kentucky
$594M +$11.5M +2% 3.82% 48.4% 88 10.23%
FEG
1949
Fund Evaluation Group
Ohio
$593M +$65.6M +12% 3.04% 45.2% 21 9.52%
SF
1950
Summit Financial
New Jersey
$593M +$9.91M +2% 2.54% 68.3% 52 17.31%