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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
BCM
1951
Brookmont Capital Management
Texas
$415M +$51.1M +14% 3.38% 36.6% 43 0%
SIM
1952
Strategic Investment Management
Virginia
$415M -$231M -36% 5.2% 53.3% 131 67.18%
GIM
1953
Greylin Investment Management
Virginia
$415M +$2.15M +0.5% 0.8% 52.1% 75 20%
YIA
1954
YHB Investment Advisors
Connecticut
$414M +$20.8M +5% 4.75% 85.7% 158 8.86%
OMCS
1955
Old Mutual Customised Solutions
South Africa
$414M +$15.6M +4% 6.16% 49.7% 770 6.1%
PGH
1956
Partners Group Holding
Switzerland
$413M +$8.06M +2% 6.92% 35.5% 45 24.44%
FBB
1957
Fulton Breakefield Broenniman
Maryland
$413M +$24.9M +6% 3.81% 57.2% 132 5.3%
HCM
1958
Hawkeye Capital Management
Florida
$412M +$55M +15% 8.28% 15 33.33%
PAS
1959
Professional Advisory Services
Florida
$412M +$11.1M +3% 1.86% 61.8% 61 19.67%
MFIMFI
1960
Mesirow Financial Investment Management - Fixed Income
Illinois
$412M -$6.24M -1% 5.89% 26.9% 212 30.19%
CC
1961
Corsair Capital
New York
$411M +$78.8M +24% 3.64% 17.1% 5 80%
OWP
1962
Obermeyer Wealth Partners
Colorado
$411M +$10.6M +3% 3.62% 73.4% 72 23.61%
NCM
1963
Novare Capital Management
North Carolina
$411M +$36M +10% 7.46% 65.7% 126 11.9%
CAL
1964
Capital Analysts LLC
Pennsylvania
$410M +$28.1M +7% 3.92% 44.1% 391 12.28%
MTIP
1965
Magee Thomson Investment Partners
California
$409M -$30.9M -7% 4.71% 94.3% 176 30.68%
PH
1966
Pinnacle Holdings
Oklahoma
$409M +$47.8M +13% 10.3% 65.3% 219 15.07%
OCM
1967
Oskie Capital Management
New York
$409M +$60.7M +17% 6.56% 69.3% 43 67.44%
EOJOAM
1968
E. Ohman J:or Asset Management
Sweden
$407M +$4.65M +1% 5.54% 110% 515 3.3%
PCM
1969
Prime Capital Management
Hong Kong
$407M +$194M +91% 14% 401% 11 54.55%
BHB
1970
Bank Hapoalim BM
Israel
$407M +$40.4M +11% 1.95% 58.6% 171 16.96%
JAM
1971
Jacobs Asset Management
New York
$406M +$29.8M +8% 0.43% 79.5% 51 37.25%
3NC
1972
300 North Capital
California
$406M +$20.6M +5% 3.83% 118 17.8%
SFM
1973
Sphera Funds Management
Israel
$406M -$32.3M -7% 5.63% 218% 151 59.6%
OAM
1974
Oberweis Asset Management
Illinois
$406M -$70.7M -15% 4.47% 312% 167 28.14%
CISOA
1975
Capital Investment Services of America
Wisconsin
$405M +$7.23M +2% 2.31% 50.7% 57 7.02%