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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 Avg Holding
Period (Yrs)
MAM
1951
Mastrapasqua Asset Management
Tennessee
$1.02B +$105M +11% 15% 54.9% 149 14.09% 3.7
Atalaya Capital Management
1952
Atalaya Capital Management
New York
$1.02B +$365M +56% 0.24% 7.46% 481 38.25% 0.4
Merit Financial Group
1953
Merit Financial Group
Georgia
$1.02B +$64M +7% 7.15% 67.3% 293 16.04% 1.8
Connors Investor Services
1954
Connors Investor Services
Pennsylvania
$1.02B +$73.8M +8% 9.03% 125% 173 11.56% 3.9
MIM
1955
Marco Investment Management
Georgia
$1.02B +$110M +12% 14.2% 127% 228 9.65% 4.8
Pictet North America Advisors
1956
Pictet North America Advisors
Switzerland
$1.02B +$5.12M +0.5% 5.66% 67.7% 133 9.77% 3.6
PFG Advisors
1957
PFG Advisors
Arizona
$1.02B +$111M +12% 8.99% 82.7% 552 13.77% 1.8
McAdam LLC
1958
McAdam LLC
Pennsylvania
$1.01B +$114M +13% 5.34% 65.4% 199 12.56% 2
Alpine Woods Capital Investors
1959
Alpine Woods Capital Investors
New York
$1.01B +$78.1M +8% 11.2% 105% 233 16.74% 3.7
Western Wealth Management
1960
Western Wealth Management
Colorado
$1.01B – – 9.8% 82.6% 594 – 1.7
SIMS
1961
SPT Invest Management Sarl
Luxembourg
$1.01B -$337M -25% 18.2% – 2 0% 0.9
American Assets Capital Advisers
1962
American Assets Capital Advisers
California
$1.01B +$177M +21% 10.7% 73.5% 33 18.18% 2.7
BTC Capital Management
1963
BTC Capital Management
Iowa
$1.01B +$120M +14% 10.1% – 262 24.43% 2.5
Essex Financial Services
1964
Essex Financial Services
Connecticut
$1.01B +$137M +16% 10.9% 87.7% 520 15.96% 2.9
SB Management
1965
SB Management
United Arab Emirates
$1.01B +$35.5M +4% 21.1% – 35 40% 0.5
Central Securities
1966
Central Securities
New York
$1.01B +$62.9M +7% 7.29% 90.2% 32 3.13% 5.5
SGCIA
1967
Smith Graham & Co Investment Advisors
Texas
$1.01B +$10.5M +1% 7.75% 56.9% 143 2.8% 5.6
Executive Wealth Management
1968
Executive Wealth Management
Michigan
$1B +$98.7M +11% 8.54% 18.4% 208 15.87% 1.7
TCV Trust & Wealth Management
1969
TCV Trust & Wealth Management
Virginia
$1B +$101M +11% 10.3% 75.3% 223 20.18% 4.8
Fernbridge Capital Management
1970
Fernbridge Capital Management
California
$1B +$182M +22% 1.24% 12.4% 24 45.83% 0.5
MIG Capital
1971
MIG Capital
California
$1B -$37.9M -4% 1.47% 118% 28 32.14% 2.1
Ashford Capital Management
1972
Ashford Capital Management
Delaware
$1B -$97.7M -9% 2.43% 150% 118 15.25% 3.6
Roundview Capital
1973
Roundview Capital
New Jersey
$1B +$95.5M +11% 8.47% 77.7% 309 11.97% 3.9
Grassi Investment Management
1974
Grassi Investment Management
California
$1B +$112M +13% 14.9% 170% 155 14.19% 4.2
Southernsun Asset Management
1975
Southernsun Asset Management
Tennessee
$1B +$53.4M +6% 8.86% 54.7% 35 11.43% 4.7