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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
DVI
1951
Deccan Value Investors
Connecticut
$327M +$44.6M +16% 4.94% 66.5% 9 22.22%
ZAM
1952
Zevin Asset Management
Massachusetts
$327M +$37.9M +13% 4.48% 57.5% 125 7.2%
HCM
1953
Heathbridge Capital Management
Ontario, Canada
$326M +$42.2M +15% 10.3% 54.8% 26 0%
GPCM
1954
Greenbrier Partners Capital Management
Texas
$326M +$49.4M +18% 18.9% 111% 25 8%
AF
1955
Arrow Financial
New York
$326M +$13.7M +4% 5.65% 53.2% 378 16.14%
CI
1956
Constellation Investments
Ohio
$326M +$37.2M +13% 7.51% 355 9.01%
NYLIM
1957
New York Life Investment Management
New York
$326M +$12.2M +4% 1.76% 76.8% 160 15.63%
CIC
1958
Carnegie Investment Counsel
Ohio
$324M +$20.3M +7% 4.58% 93.6% 207 11.59%
CCM
1959
Cohen Capital Management
California
$324M +$11.1M +4% 3.15% 83.9% 122 3.28%
LOM
1960
Loeb Offshore Management
New York
$324M +$128M +66% 16.4% 287 68.99%
PCM
1961
Panning Capital Management
New York
$322M -$313K -0.1% 6.26% 349% 34 61.76%
SCM
1962
Signia Capital Management
Washington
$322M -$46.8M -13% 9.17% 27% 87 6.9%
PWAG
1963
Polaris Wealth Advisory Group
California
$322M +$72.8M +29% 6.52% 64% 190 36.84%
NCM
1964
Novare Capital Management
North Carolina
$321M +$23.6M +8% 4.13% 65.7% 116 7.76%
GS
1965
Gagnon Securities
New York
$321M +$44.6M +16% 18.7% 89.9% 105 33.33%
LNWWM
1966
Laird Norton Wetherby Wealth Management
California
$321M +$33.6M +12% 6.6% 427 14.75%
WHI
1967
William Harris Investors
Illinois
$320M -$8.91M -3% 11.4% 3.28% 103 20.39%
EWM
1968
Empirical Wealth Management
Washington
$320M +$19.8M +7% 1.91% 78.8% 90 11.11%
SGDR
1969
SPX Gestao de Recursos
Brazil
$319M +$101M +46% 6.72% 90.7% 68 36.76%
PFU
1970
Parus Finance (UK)
United Kingdom
$319M +$131M +70% 25.3% 199% 25 0%
BCM
1971
BTR Capital Management
California
$319M -$2.9M -0.9% 4.54% 35% 144 6.94%
EWA
1972
EP Wealth Advisors
California
$318M +$41.1M +15% 5.18% 109 29.36%
SAAM
1973
Solus Alternative Asset Management
New Jersey
$318M +$34.1M +12% 13.6% 107% 11 36.36%
TCOTO
1974
Trust Company of the Ozarks
Missouri
$318M +$16.7M +6% 7.92% 155 5.16%
GI
1975
Gradient Investments
Minnesota
$317M +$51M +19% 3.4% 60.5% 658 36.78%