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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
CA
1951
CapWealth Advisors
Tennessee
$921M +$42.5M +5% 6.06% 143% 108 6.48%
GIM
1952
Grassi Investment Management
California
$921M +$38.9M +4% 6.77% 170% 150 9.33%
CMG
1953
Cavalry Management Group
California
$920M -$158M -15% 14.4% 59.6% 49 44.9%
A
1954
Accenture
Ireland
$917M -$34.3M -4% 3.61% 1 0%
FFBTD
1955
First Financial Bank - Trust Division
Ohio
$916M +$22.1M +2% 5.3% 62.6% 187 3.21%
TTWM
1956
TCV Trust & Wealth Management
Virginia
$916M +$52.3M +6% 5.47% 69% 204 17.65%
BWL
1957
Bogart Wealth LLC
Virginia
$915M +$197M +27% 5.91% 60.5% 742 19.27%
BWP
1958
Baldwin Wealth Partners
Massachusetts
$915M +$73.2M +9% 10.7% 85.9% 674 8.61%
WB
1959
Webster Bank
Connecticut
$914M +$35.9M +4% 7.46% 77.5% 563 9.41%
AAM
1960
Autus Asset Management
Arizona
$913M +$64.3M +8% 7.81% 26.3% 171 4.68%
SAM
1961
Southernsun Asset Management
Tennessee
$913M -$50.3M -5% 1.22% 45.7% 36 11.11%
ICP
1962
Ironvine Capital Partners
Nebraska
$913M +$53.8M +6% 10.7% 51.8% 65 20%
EWM
1963
Executive Wealth Management
Michigan
$912M +$60M +7% 7.47% 18.4% 204 14.22%
CANY
1964
Caxton Associates (New York)
New York
$912M -$191M -17% 5.98% 73.9% 671 69.75%
CAAS
1965
Capital Asset Advisory Services
Michigan
$912M +$241M +36% 5.98% 42.9% 772 15.41%
C
1966
Chescapmanager
Maryland
$911M -$26.5M -3% 1.42% 215% 90 44.44%
MCM
1967
Mudrick Capital Management
New York
$911M +$28.7M +3% 31.3% 223% 14 42.86%
SCM
1968
Simcoe Capital Management
New York
$910M +$125M +16% 16.1% 45.9% 18 44.44%
SAM
1969
SP Asset Management
California
$910M +$105M +13% 10.9% 82.9% 121 11.57%
MFP
1970
Michael F. Price
$910M +$75.5M +9% 4.45% 42.6% 151 14.57%
FM
1971
Forward Management
California
$908M +$413M +84% 4.53% 36.9% 29 51.72%
TI
1972
Trigran Investments
Illinois
$907M +$97.6M +12% 5.51% 11.2% 21 14.29%
GC
1973
Greenvale Capital
United Kingdom
$907M -$12.1M -1% 10.4% 59.6% 18 55.56%
CCM
1974
Condor Capital Management
New Jersey
$906M +$63.2M +8% 6.25% 47.3% 340 25%
CIC
1975
Cornercap Investment Counsel
Georgia
$905M +$10.8M +1% 4.84% 55.4% 631 31.22%