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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
WA
1926
WBH Advisory
Maryland
$1.31B +$136M +12% 6.33% 47.2% 353 8.22%
VC
1927
Vicus Capital
Pennsylvania
$1.31B +$106M +9% 6.99% 48.6% 300 22.67%
KFGK
1928
Keystone Financial Group (Kentucky)
Kentucky
$1.31B +$200M +18% 11.6% 116% 483 23.19%
NIP
1929
Nicholas Investment Partners
California
$1.31B +$185M +16% 23.9% 362% 244 26.23%
APM
1930
a16z Perennial Management
California
$1.31B +$1.53M +0.1% 8.68% 170 86.47%
GL
1931
Governors Lane
New York
$1.31B +$200M +18% 9.71% 141% 180 56.67%
HTHT
1932
Hemenway Trust Hemenway Trust
New Hampshire
$1.31B +$14.2M +1% 6.22% 58.4% 130 6.15%
SMC
1933
Smith, Moore & Co
Missouri
$1.31B +$114M +10% 8.01% 55.8% 549 11.48%
MIM
1934
Marco Investment Management
Georgia
$1.31B +$107M +9% 10.2% 92.8% 229 6.99%
CPA
1935
Cardiff Park Advisors
California
$1.3B +$144M +12% 9.09% 80.8% 395 14.18%
RIA
1936
Recurrent Investment Advisors
Texas
$1.3B +$68.3M +6% 5.83% 109% 65 3.08%
KCMH
1937
Keywise Capital Management (HK)
Hong Kong
$1.3B +$115M +10% 25.7% 619% 29 62.07%
PCM
1938
Penn Capital Management
Pennsylvania
$1.3B +$145M +13% 17.5% 116% 196 33.16%
PHS
1939
PFM Health Sciences
California
$1.3B +$126M +11% 12.5% 184% 85 48.24%
NS
1940
NBC Securities
Alabama
$1.3B +$74.9M +6% 8.5% 86.6% 2,901 20.34%
PIM
1941
Penobscot Investment Management
Massachusetts
$1.3B +$129M +11% 9.21% 103% 323 6.19%
CTA
1942
Colonial Trust Advisors
South Carolina
$1.3B +$88M +7% 7.15% 68.3% 746 15.01%
BFG
1943
Bouchey Financial Group
New York
$1.3B +$94.7M +8% 7.1% 66.7% 157 12.74%
EIA
1944
Edgemoor Investment Advisors
Maryland
$1.3B +$138M +12% 11.3% 88.5% 194 14.43%
PFBT
1945
Parkside Financial Bank & Trust
Missouri
$1.3B +$366M +39% 9.11% 63.3% 2,832 7.91%
NNPTE
1946
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.29B +$448M +53% 75.2% 605% 61 32.79%
HCA
1947
Heck Capital Advisors
Wisconsin
$1.29B +$130M +11% 7.04% 59.4% 200 13.5%
OHIF
1948
Oriental Harbor Investment Fund
Hong Kong
$1.29B +$165M +15% 22.5% 18 33.33%
VCP
1949
Verus Capital Partners
Arizona
$1.29B +$166M +15% 10.9% 83% 437 18.54%
HCA
1950
Harbor Capital Advisors
Illinois
$1.29B -$1.09B -46% 10.4% 93.6% 1,509 19.35%