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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
AIMH
1926
AIA Investment Management (HK)
Hong Kong
$479M -$54.6M -10% 4.47% 10 40%
JWM
1927
Jackson Wealth Management
Florida
$478M -$124M -21% 8.79% 64% 178 56.74%
EA
1928
Efficient Advisors
Ohio
$478M -$96.4M -17% 14.4% 30.6% 50 0%
CF
1929
Cypress Funds
California
$478M -$61.1M -11% 9.41% 114% 16 18.75%
RWM
1930
RKL Wealth Management
Pennsylvania
$478M -$79.6M -14% 17.4% 54.1% 123 14.63%
CTA
1931
Colonial Trust Advisors
South Carolina
$478M -$125M -21% 16% 68.3% 167 19.16%
SSWM
1932
Sheets Smith Wealth Management
North Carolina
$477M -$45.9M -9% 15% 75.8% 346 31.5%
MWM
1933
Modera Wealth Management
New Jersey
$477M -$163M -25% 23.2% 57.5% 165 20.61%
HHMI
1934
Howard Hughes Medical Institute
Maryland
$477M +$198M +71% 18.3% 59.3% 26 19.23%
CA
1935
Callahan Advisors
Texas
$476M -$147M -24% 19.5% 75.6% 140 15%
Koshinski Asset Management
1936
Koshinski Asset Management
Illinois
$476M -$105M -18% 16.6% 76.5% 539 20.78%
PAM
1937
Private Asset Management
California
$475M -$138M -23% 19.1% 38.2% 136 10.29%
ECM
1938
Estabrook Capital Management
New York
$475M -$190M -29% 19.6% 76.2% 355 7.04%
EC
1939
EJF Capital
Virginia
$475M -$522M -52% 38.9% 102% 119 30.25%
OIM
1940
Opus Investment Management
Massachusetts
$474M -$137M -22% 21.5% 44.3% 107 16.82%
BCM
1941
Beryl Capital Management
California
$474M -$146M -24% 29.7% 5,124% 73 76.71%
SCA
1942
Stonebridge Capital Advisors
Minnesota
$474M -$139M -23% 17.8% 64.2% 901 11.54%
RM
1943
Resource Management
Louisiana
$473M -$149M -24% 24.8% 82.7% 158 20.25%
RC
1944
Roundview Capital
New Jersey
$473M -$53.1M -10% 14.4% 63.2% 239 14.64%
CNBT
1945
Canandaigua National Bank & Trust
New York
$473M -$119M -20% 17.5% 285 16.49%
AHC
1946
Adell Harriman & Carpenter
Texas
$472M -$136M -22% 16% 128% 142 14.79%
VFCM
1947
Valley Forge Capital Management
Florida
$472M -$42.3M -8% 13.6% 52.2% 9 0%
MIM
1948
Marco Investment Management
Georgia
$472M -$173M -27% 19.6% 92.8% 179 13.97%
AACA
1949
American Assets Capital Advisers
California
$471M +$70.8M +18% 10.4% 73.5% 29 17.24%
CIA
1950
CSat Investment Advisory
Michigan
$471M +$90.7M +24% 16.8% 87.4% 1,090 2.66%