We are live on ! Find out more

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
CNAM
1926
Campbell Newman Asset Management
Wisconsin
$1.26B +$76.7M +7% 14.1% 108% 111 9.91%
NIM
1927
Needham Investment Management
New York
$1.25B +$187M +18% 32% 424% 155 6.45%
HCM
1928
Hilton Capital Management
New York
$1.25B +$76.4M +6% 6.53% 58.2% 182 18.68%
FIM
1929
Freedom Investment Management
Connecticut
$1.25B +$61.7M +5% 10.9% 68.5% 792 14.39%
FAT
1930
First American Trust
California
$1.25B +$165M +15% 10.3% 84.6% 261 14.18%
TWM
1931
Tradition Wealth Management
Minnesota
$1.25B +$116M +10% 9.56% 69.6% 476 11.13%
CET
1932
Clean Energy Transition
United Kingdom
$1.25B +$441M +55% 15.2% 129% 19 42.11%
HR
1933
Hardy Reed
Mississippi
$1.25B +$114M +10% 9.84% 69.7% 257 12.06%
NCM
1934
Narwhal Capital Management
Georgia
$1.25B +$123M +11% 12.4% 93.8% 172 12.21%
SRC
1935
Shufro Rose & Co
New York
$1.24B -$22M -2% 5.11% 68.1% 314 1.27%
AAIM
1936
American Assets Investment Management
California
$1.24B +$101M +9% 9.83% 507% 147 3.4%
MDSL
1937
M.D. Sass LLC
New York
$1.24B +$106M +9% 12.5% 80.1% 40 32.5%
TCMI
1938
Technology Crossover Management IX
California
$1.24B +$92.6M +8% 20.5% 13% 6 0%
TCA
1939
Taconic Capital Advisors
New York
$1.24B -$173M -12% 14.1% 273% 91 46.15%
F1I
1940
Fund 1 Investments
Puerto Rico
$1.24B -$997M -45% 13.9% 128% 94 71.28%
IAIM
1941
International Assets Investment Management
Florida
$1.24B +$98M +9% 12.1% 88.5% 905 22.65%
CF
1942
Cypress Funds
California
$1.24B +$145M +13% 19.8% 100% 16 0%
WC
1943
Waterloo Capital
Texas
$1.24B +$163M +15% 9.27% 79.8% 492 28.05%
SIM
1944
Sprucegrove Investment Management
Ontario, Canada
$1.24B +$308M +33% 15.8% 45.5% 44 29.55%
RIA
1945
Recurrent Investment Advisors
Texas
$1.24B +$55.5M +5% 1.97% 99.7% 67 7.46%
1CP
1946
1607 Capital Partners
Virginia
$1.23B -$7.81M -0.6% 4.88% 28.5% 125 7.2%
WTA
1947
Washington Trust Advisors
Massachusetts
$1.23B +$105M +9% 12.6% 87.6% 656 5.64%
SOS
1948
Silver Oak Securities
Tennessee
$1.23B +$141M +13% 8.72% 73.4% 733 15.55%
NCM
1949
Novare Capital Management
North Carolina
$1.23B +$86.1M +8% 9.86% 76.5% 208 15.38%
KB
1950
Kimelman & Baird
New York
$1.23B +$51.2M +4% 6.49% 357 6.16%