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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
COCM
1951
Charter Oak Capital Management
New Hampshire
$1.09B +$15.2M +1% 0.86% 39.2% 197 10.66%
CPCM
1952
Cardinal Point Capital Management
Ontario, Canada
$1.09B +$458M +73% 0.25% 59.1% 183 56.28%
FAT
1953
First American Trust
California
$1.09B +$85.1M +8% 0.41% 75.4% 253 15.02%
FFW
1954
Fusion Family Wealth
New York
$1.09B -$3.12M -0.3% 1.84% 45.4% 45 2.22%
EIA
1955
Edgemoor Investment Advisors
Maryland
$1.09B -$47.7M -4% 2.35% 88.5% 171 7.6%
QIM
1956
Quantitative Investment Management
Virginia
$1.09B -$247M -19% 3.91% 35.3% 500 74.4%
SCM
1957
SG Capital Management
Illinois
$1.09B +$52.5M +5% 2.77% 187% 78 55.13%
PL
1958
Parkwood LLC
Ohio
$1.09B +$206M +23% 0.01% 85.8% 100 32%
QF
1959
QVT Financial
New York
$1.09B -$36M -3% 7.97% 281% 43 20.93%
LC
1960
Lindbrook Capital
California
$1.08B -$23.9M -2% 2.72% 35.8% 2,978 13.43%
GC
1961
Globeflex Capital
California
$1.08B -$96.8M -8% 4.3% 135% 474 20.04%
NRD
1962
Nebula Research & Development
New York
$1.08B +$230M +27% 4.48% 1,185 48.52%
DMC
1963
Deer Management Company
New York
$1.08B -$199M -16% 11.8% 71.6% 10 10%
GIM
1964
Grassi Investment Management
California
$1.08B -$90.8M -8% 6.6% 170% 131 7.63%
SMC
1965
Smith, Moore & Co
Missouri
$1.08B -$14.2M -1% 1.68% 55.8% 515 13.4%
TTWM
1966
TCV Trust & Wealth Management
Virginia
$1.08B -$3.24M -0.3% 0.73% 69% 208 6.73%
MIM
1967
Marco Investment Management
Georgia
$1.08B -$80.3M -7% 1.81% 92.8% 231 10.82%
UAS
1968
United Asset Strategies
New York
$1.08B -$12.6M -1% 2.33% 94.6% 249 13.25%
TA
1969
TCM Advisors
West Virginia
$1.08B +$65M +6% 0.28% 47.3% 66 0%
WC
1970
Waterloo Capital
Texas
$1.08B +$127M +13% 0.35% 65% 429 24.48%
VEPM
1971
Vista Equity Partners Management
California
$1.08B -$603M -36% 18% 26.5% 3 33.33%
CUAMC
1972
China Universal Asset Management Company
China
$1.07B +$5.91M +0.6% 2.22% 264% 509 7.07%
VC
1973
Vicus Capital
Pennsylvania
$1.07B -$52.5M -5% 1.17% 48.6% 255 16.08%
LC
1974
L1 Capital
Australia
$1.07B -$95.4M -8% 5.1% 139% 17 35.29%
CCM
1975
Condor Capital Management
New Jersey
$1.07B -$61M -5% 2.64% 47.3% 202 11.88%