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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
CWM
1951
Concert Wealth Management
California
$450M -$373M -45% 3.97% 28.5% 1,043 54.84%
HA
1952
Halsey Associates
Connecticut
$449M -$12.4M -3% 1.98% 63.8% 103 6.8%
CCM
1953
Condor Capital Management
New Jersey
$449M +$20.6M +5% 4.34% 47.3% 195 10.77%
GIG
1954
Goodnow Investment Group
Connecticut
$449M +$26.6M +6% 12.5% 138% 24 8.33%
VC
1955
Vicus Capital
Pennsylvania
$449M +$9.02M +2% 2.6% 48.6% 249 22.49%
CCP
1956
Cardan Capital Partners
Colorado
$448M +$784K +0.2% 1.33% 64% 125 20%
AIM
1957
ARGA Investment Management
Connecticut
$448M +$83.2M +23% 0.65% 72.2% 64 40.63%
HA
1958
Hays Advisory
Tennessee
$448M -$152M -25% 1.28% 31.8% 82 59.76%
CF
1959
CNA Financial
Illinois
$448M +$14.2M +3% 8.02% 50.5% 188 17.02%
STCG
1960
Speece Thorson Capital Group
Minnesota
$447M -$18.9M -4% 5.76% 26.4% 45 13.33%
NIA
1961
Northstar Investment Advisors
Colorado
$447M +$11M +3% 0.52% 85.8% 122 22.13%
OP
1962
Omni Partners
United Kingdom
$447M +$103M +30% 11.1% 412% 38 81.58%
BCM
1963
BTR Capital Management
California
$446M $0 0% 1.61% 35% 164 0%
KP
1964
Keel Point
Alabama
$445M +$182M +69% 2.6% 65.1% 173 26.01%
MHIC
1965
Marble Harbor Investment Counsel
Massachusetts
$445M +$19.3M +5% 1.75% 55.1% 150 6.67%
WTB
1966
Washington Trust Bank
Washington
$444M +$27.9M +7% 6.1% 69.3% 1,177 16.06%
CL
1967
CPWM LLC
Washington
$443M -$10.9M -2% 3.34% 36.6% 296 20.95%
3AM
1968
3EDGE Asset Management
Florida
$443M 2.14% 44.1% 21
MC
1969
Middleton & Co
Massachusetts
$443M -$3.28M -0.7% 2.22% 63.4% 161 6.83%
PFMOSF
1970
Philadelphia Financial Management of San Francisco
California
$443M -$9.72M -2% 26.7% 174% 48 70.83%
WAMC
1971
Western Asset Management Company
California
$442M -$90.2M -17% 0.69% 2.29% 28 14.29%
CPM
1972
Crescent Park Management
California
$442M -$130M -23% 5.94% 89.3% 31 38.71%
WCM
1973
Windham Capital Management
Massachusetts
$441M -$10.9M -2% 1.59% 8.3% 31 25.81%
LSA
1974
L & S Advisors
California
$441M +$78.7M +22% 8.6% 187% 193 49.74%
NAP
1975
New Amsterdam Partners
New York
$440M +$4.85M +1% 11.2% 73.9% 142 32.39%