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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
BAM
1951
Burnham Asset Management
New York
$441M -$13.6M -3% 1.46% 39.5% 249 9.24%
CC
1952
Callan Capital
California
$441M +$79.3M +22% 23.2% 20.1% 76 19.74%
Rafferty Asset Management
1953
Rafferty Asset Management
New York
$441M -$489M -53% 0.37% 238% 410 27.8%
TSAM
1954
Trinity Street Asset Management
United Kingdom
$440M +$23.7M +6% 5.94% 78.9% 15 6.67%
SG
1955
StepStone Group
California
$439M +$13.3M +3% 7.39% 103% 17 17.65%
QCMC
1956
Quantum Capital Management (California)
California
$439M -$68.3M -13% 6.83% 53.7% 196 21.94%
CIS
1957
Connors Investor Services
Pennsylvania
$439M +$27.1M +7% 6.64% 125% 174 19.54%
MHIC
1958
Marble Harbor Investment Counsel
Massachusetts
$439M +$25.3M +6% 6.37% 66.7% 151 9.27%
CMBA
1959
C.M. Bidwell & Associates
Hawaii
$438M +$13.7M +3% 7.25% 70.6% 291 53.26%
BIC
1960
Bridges Investment Counsel
Nebraska
$437M +$3.31M +0.8% 4.16% 33.7% 160 3.75%
CW
1961
Cobiz Wealth
Colorado
$437M +$7.53M +2% 5.38% 54% 136 11.03%
EA
1962
Efficient Advisors
Ohio
$437M +$4.59M +1% 0.27% 30.6% 29 0%
PGH
1963
Partners Group Holding
Switzerland
$437M -$20.8M -5% 3.75% 23.3% 54 29.63%
TCM
1964
TD Capital Management
Tennessee
$437M -$2.99M -0.7% 1.37% 40.5% 169 10.06%
AP
1965
Appleton Partners
Massachusetts
$437M +$8.54M +2% 4.87% 101% 198 13.13%
BJL
1966
Brighton Jones LLC
Washington
$437M -$8.54M -2% 2.09% 97.9% 222 17.57%
YIA
1967
YHB Investment Advisors
Connecticut
$437M +$20.1M +5% 5.02% 85.7% 165 9.7%
NC
1968
NBW Capital
Massachusetts
$436M -$29.7M -6% 2.44% 86% 87 14.94%
MCM
1969
Mazama Capital Management
Oregon
$435M +$42.3M +11% 7.4% 338 36.69%
RCAG
1970
Rehmann Capital Advisory Group
Michigan
$434M +$12.2M +3% 2.52% 64.6% 368 18.21%
3NC
1971
300 North Capital
California
$434M +$57.5M +15% 9.48% 129 22.48%
CCM
1972
Catawba Capital Management
Virginia
$433M +$3.57M +0.8% 4.99% 33.1% 267 14.61%
DIA
1973
Dean Investment Associates
Ohio
$432M +$21M +5% 5.72% 63.5% 259 29.34%
DG
1974
Davidson & Garrard
Virginia
$432M +$20.3M +5% 2.31% 25.2% 197 11.68%
HCC
1975
Hirtle Callaghan & Co
Pennsylvania
$432M -$172M -28% 4.74% 58.1% 678 32.74%