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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
TF
1951
Trek Financial
Arizona
$655M +$28M +4% 6.89% 109% 185 21.62%
LWMT
1952
Legacy Wealth Management (Tennessee)
Tennessee
$654M +$42.1M +7% 8.13% 46.9% 13 0%
PPW
1953
Parcion Private Wealth
Washington
$654M +$62.9M +11% 8.22% 103% 186 7.53%
BSB
1954
Bangor Savings Bank
Maine
$654M +$35.4M +6% 4.99% 49.6% 177 7.34%
GAG
1955
GM Advisory Group
New York
$654M +$113M +21% 8.46% 53.6% 189 21.69%
FCM
1956
Fairholme Capital Management
Florida
$653M +$55.1M +9% 6.77% 55.5% 14 57.14%
DCM
1957
Discovery Capital Management
Connecticut
$652M +$102M +18% 10.3% 556% 85 62.35%
TA
1958
Trivest Advisors
Hong Kong
$652M -$88.4M -12% 45.6% 1,458% 13 53.85%
CCMD
1959
Cypress Capital Management (Delaware)
Delaware
$652M +$39M +6% 6.24% 25.6% 167 4.19%
GCAC
1960
Guardian Capital Advisors (Canada)
Ontario, Canada
$651M +$134M +26% 6.33% 26.1% 170 12.35%
GACM
1961
Global Alpha Capital Management
Quebec, Canada
$651M +$21.7M +3% 1.8% 61.1% 36 5.56%
SAM
1962
SP Asset Management
California
$651M +$174M +37% 8.94% 82.9% 100 19%
GAM
1963
Griffin Asset Management
New York
$650M +$25.3M +4% 12.3% 80.7% 224 20.98%
WI
1964
WBI Investments
New Jersey
$650M +$25.7M +4% 7.74% 74.4% 158 62.66%
OC
1965
ORIX Corp
Japan
$650M -$48.1M -7% 6.9% 11.7% 1 0%
NIEF
1966
Nalanda India Equity Fund
Mauritius
$649M +$51.1M +9% 8.69% 23.6% 2 0%
ACM
1967
Arosa Capital Management
Florida
$647M +$122M +23% 22.4% 256% 88 65.91%
TAMH
1968
Taikang Asset Management (HK)
Hong Kong
$646M +$84.6M +15% 17.2% 120% 87 16.09%
GC
1969
Greenvale Capital
United Kingdom
$646M -$3.24M -0.5% 10.9% 59.6% 18 38.89%
CS
1970
Central Securities
New York
$645M +$14.2M +2% 1.86% 84.7% 33 12.12%
KGI
1971
Kopernik Global Investors
Florida
$645M +$88M +16% 3.22% 152% 26 11.54%
EC
1972
Estate Counselors
Wisconsin
$644M +$18.6M +3% 4.33% 52.1% 163 31.9%
NAS
1973
Nicolet Advisory Services
Wisconsin
$644M -$7.27M -1% 6.25% 62.7% 217 21.2%
MCM
1974
Manchester Capital Management
Vermont
$643M -$85.9M -12% 19.4% 57.7% 719 32.68%
NAM
1975
North American Management
Massachusetts
$642M +$27.3M +4% 8.47% 61.7% 108 3.7%