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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)
MIM
1951
Marco Investment Management
Georgia
$1.06B +$84.6M +9% 10.3% 127% 214 6.54% 6.8
PDT Partners
1952
PDT Partners
New York
$1.06B +$153M +17% 11.6% 211% 708 38.28% 0.7
Edgemoor Investment Advisors
1953
Edgemoor Investment Advisors
Maryland
$1.06B +$102M +11% 11.5% 117% 170 8.82% 4.9
Syon Capital
1954
Syon Capital
California
$1.06B +$80.5M +8% 6.51% 74% 481 13.31% 0.4
Creative Financial Designs
1955
Creative Financial Designs
Indiana
$1.06B +$72.6M +7% 6.44% 58.8% 1,750 13.54% 2.7
Charles Schwab Trust
1956
Charles Schwab Trust
Nevada
$1.06B +$41.5M +4% 5.48% 52.7% 178 21.91% 2.9
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
$1.06B +$152M +17% 12.6% 88.6% 365 13.42% 1.7
Rhenman & Partners Asset Management
1958
Rhenman & Partners Asset Management
Sweden
$1.06B +$54.1M +5% 18.5% 131% 95 22.11% 2.9
GE Investment Management
1959
GE Investment Management
Connecticut
$1.05B +$705M +202% 8.31% – 5 40% 0.2
Transform Wealth
1960
Transform Wealth
Colorado
$1.05B +$27.5M +3% 11.2% 48.4% 258 22.48% 3.1
Gillson Capital
1961
Gillson Capital
Illinois
$1.05B +$103M +11% 8.8% 84.9% 81 67.9% 0.3
American Assets Investment Management
1962
American Assets Investment Management
California
$1.05B +$81.6M +8% 9.58% 520% 175 6.29% 5.4
Redwood Investment Management
1963
Redwood Investment Management
Arizona
$1.05B -$44.1M -4% 8.95% 62.5% 416 44.23% 1
Washington Trust Bank
1964
Washington Trust Bank
Washington
$1.05B -$79.4M -7% 12% 89.9% 238 13.45% 5.3
Hartford Funds Management
1965
Hartford Funds Management
Pennsylvania
$1.05B +$27.8M +3% 2.82% 26.8% 95 9.47% 1.3
BCM
1966
Bayesian Capital Management
New York
$1.05B +$104M +11% 10.9% 107% 1,199 78.98% 0.2
Howe & Rusling
1967
Howe & Rusling
New York
$1.04B +$101M +11% 9.02% 82% 425 21.65% 4.2
TCV Trust & Wealth Management
1968
TCV Trust & Wealth Management
Virginia
$1.04B +$52.2M +5% 6.8% 75.3% 201 7.46% 6.4
True Link Financial Advisors
1969
True Link Financial Advisors
California
$1.04B +$119M +13% 3.27% 27.3% 77 38.96% 1.6
Permian Investment Partners
1970
Permian Investment Partners
Texas
$1.04B +$155M +17% 13.2% 78.6% 24 41.67% 1.1
First Financial Bank - Trust Division
1971
First Financial Bank - Trust Division
Ohio
$1.04B +$59.1M +6% 7.4% 68.6% 209 8.13% 6.7
Advisornet Financial
1972
Advisornet Financial
Minnesota
$1.04B -$44.5M -4% 7.97% 71.2% 2,572 26.28% 3.2
TFS
1973
Thoroughbred Financial Services
Tennessee
$1.04B -$199M -16% 16% 166% 623 30.5% 2.5
Maren Capital
1974
Maren Capital
Illinois
$1.04B +$258M +33% 11.6% – 27 0% 0.3
Capital Investment Services of America
1975
Capital Investment Services of America
Wisconsin
$1.04B +$84.5M +9% 10.5% 74.2% 74 2.7% 6.8