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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
CWM
1926
Cornerstone Wealth Management
Missouri
$797M +$122M +18% 11.5% 69.8% 440 15.68%
WCM
1927
Wildcat Capital Management
New York
$796M +$483M +154% 39.3% 126% 31 38.71%
BWP
1928
Baldwin Wealth Partners
Massachusetts
$795M +$64.2M +9% 11.8% 85.9% 579 9.84%
HCM
1929
Horan Capital Management
Maryland
$794M +$115M +17% 13.3% 69.2% 37 10.81%
ZB
1930
Zions Bancorporation
Utah
$794M +$89.8M +13% 13.6% 22.9% 1,069 11.88%
STA
1931
Summit Trail Advisors
New York
$793M +$276M +53% 17.1% 56% 259 46.33%
EWM
1932
Endurance Wealth Management
Rhode Island
$792M +$112M +17% 15.8% 59% 658 5.62%
FNF
1933
Fidelity National Financial
Florida
$791M +$104M +15% 16.3% 27.4% 32 6.25%
ERIM
1934
Eagle Ridge Investment Management
Connecticut
$791M +$76M +11% 13.1% 28.2% 150 14.67%
ICM
1935
III Capital Management
Florida
$791M +$237M +43% 2.77% 12.2% 108 31.48%
MPMG
1936
Minneapolis Portfolio Management Group
Minnesota
$791M +$133M +20% 23.2% 140% 31 6.45%
PCM
1937
Penn Capital Management
Pennsylvania
$791M -$605K -0.1% 39.2% 116% 229 33.19%
SCM
1938
Scopia Capital Management
New York
$791M -$55.8M -7% 51.6% 30.9% 22 50%
PCR
1939
Potrero Capital Research
California
$790M +$484M +158% 25.2% 137% 85 50.59%
CCM
1940
Condor Capital Management
New Jersey
$790M +$103M +15% 12.8% 47.3% 198 13.13%
PNAA
1941
Pictet North America Advisors
Switzerland
$789M +$78.2M +11% 11.3% 65.9% 129 10.08%
KAS
1942
Kemnay Advisory Services
New York
$789M +$67.9M +9% 13.4% 153% 114 50.88%
MTC
1943
McDaniel Terry & Co
Texas
$789M +$82M +12% 11% 52.9% 87 6.9%
SWA
1944
SFMG Wealth Advisors
Texas
$789M +$63.6M +9% 8.44% 63.3% 238 25.21%
GIM
1945
Grassi Investment Management
California
$788M +$83M +12% 15.3% 170% 143 15.38%
SAM
1946
Silverback Asset Management
North Carolina
$787M +$310M +65% 0.17% 92.4% 58 8.62%
AIC
1947
AWM Investment Company
New York
$787M +$177M +29% 37.7% 488% 107 28.04%
MHS
1948
M Holdings Securities
Oregon
$784M +$157M +25% 14.1% 68.2% 187 18.18%
TI
1949
Trigran Investments
Illinois
$784M +$231M +42% 37% 11.2% 20 10%
TFS
1950
TrustCore Financial Services
Tennessee
$783M +$125M +19% 14.9% 28.3% 992 19.35%