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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
AAS
1951
Annex Advisory Services
Wisconsin
$587M +$37M +7% 3.38% 77.9% 135 8.89%
KPAG
1952
KLS Professional Advisors Group
New York
$587M -$31.9M -5% 3.02% 38% 29 27.59%
TSAM
1953
Trinity Street Asset Management
United Kingdom
$587M +$51.4M +10% 2.01% 78.9% 18 22.22%
HHAA
1954
Henry H. Armstrong Associates
Pennsylvania
$586M -$16.5M -3% 0.42% 49.3% 54 5.56%
WDA
1955
Wendell David Associates
New Hampshire
$586M +$30.7M +6% 5.16% 46% 153 2.61%
MCO
1956
MAK Capital One
New York
$586M +$506M +635% 52.7% 200% 4 25%
OC
1957
ORIX Corp
Japan
$584M -$35.1M -6% 5.66% 11.7% 1 0%
MC
1958
Middleton & Co
Massachusetts
$584M +$25.7M +5% 4.84% 69.7% 152 3.95%
SSWM
1959
Smith Salley Wealth Management
North Carolina
$584M +$26.2M +5% 3.06% 106% 185 7.57%
JCM
1960
Jag Capital Management
Missouri
$583M +$42M +8% 11% 230% 111 21.62%
TNB
1961
Thomasville National Bank
Georgia
$581M +$18.1M +3% 2.96% 200 7%
ECM
1962
Ensemble Capital Management
California
$580M +$45.2M +8% 5.44% 36.2% 38 31.58%
NPPM
1963
North Point Portfolio Managers
Ohio
$579M -$3.91M -0.7% 2.39% 67.2% 85 10.59%
SPCM
1964
Sound Point Capital Management
New York
$579M +$26.8M +5% 15.1% 61.5% 37 35.14%
GGI
1965
Godsey & Gibb Inc
Virginia
$578M +$10.7M +2% 3.45% 78.9% 74 18.92%
GC
1966
Garde Capital
Washington
$578M +$27.2M +5% 1.12% 57.6% 174 7.47%
CBB
1967
Citizens Business Bank
California
$577M +$6.96M +1% 2.14% 108% 280 7.5%
BAS
1968
Brown Advisory Securities
Maryland
$577M +$39.3M +7% 4.65% 51.2% 435 12.18%
MG
1969
Mitchell Group
Texas
$577M +$59.4M +11% 15.7% 0.96% 34 23.53%
I
1970
IberiaBank
Louisiana
$577M +$74.3M +15% 2.44% 39.6% 222 11.71%
LCM
1971
Lomas Capital Management
New York
$576M -$40.9M -7% 6.38% 66.3% 36 52.78%
HHGC
1972
Hunting Hill Global Capital
New York
$576M -$32.6M -5% 0.69% 132% 34 58.82%
JVBC
1973
J.V. Bruni & Co
Colorado
$576M -$3.82M -0.7% 2.52% 97.9% 26 3.85%
WI
1974
Wintrust Investments
Illinois
$576M +$182M +46% 1.38% 27.5% 365 35.07%
DWT
1975
Dorsey & Whitney Trust
South Dakota
$575M +$31.5M +6% 2.35% 86% 410 14.15%