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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
AIC
2051
AWM Investment Company
New York
$610M +$39.9M +7% 27.8% 488% 98 23.47%
MIM
2052
Marco Investment Management
Georgia
$610M +$64.1M +12% 10.5% 92.8% 179 10.61%
MMC
2053
Mizuho Markets Cayman
Cayman Islands
$610M +$296M +94% 25.8% 219% 78 32.05%
BST
2054
Bath Savings Trust
Maine
$610M +$56.5M +10% 11.2% 47.3% 127 4.72%
FDCC
2055
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 9.05% 34% 91 4.4%
CT
2056
Caldwell Trust
Florida
$608M +$11.3M +2% 8.58% 74.1% 776 9.28%
WAS
2057
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 7.95% 78.1% 94 6.38%
HPC
2058
Hill Path Capital
New York
$607M +$175M +41% 30.9% 34.7% 3 33.33%
NL
2059
NWAM LLC
Washington
$606M -$108M -15% 10.1% 112% 446 50.22%
AHSW
2060
Adventist Health System West
California
$606M +$136M +29% 6.58% 49% 5 20%
CWM
2061
Circle Wealth Management
New Jersey
$605M +$34.4M +6% 9.59% 61.1% 216 14.81%
LWAC
2062
Laurel Wealth Advisors (California)
California
$605M +$59M +11% 9.93% 33% 418 17.22%
SF
2063
Summit Financial
New Jersey
$605M +$39.9M +7% 7.63% 68.3% 37 13.51%
FM
2064
Forward Management
California
$603M +$57.1M +10% 4.53% 36.9% 42 35.71%
CI
2065
CPMG Inc
Texas
$601M -$148M -20% 7.49% 878% 18 22.22%
PS
2066
Presima Securities
Quebec, Canada
$601M +$71.1M +13% 1.32% 10.3% 44 22.73%
NB
2067
NBT Bank
New York
$601M +$39.9M +7% 7.87% 56.7% 223 6.73%
PAM
2068
Private Asset Management
California
$601M +$38M +7% 8.76% 38.2% 143 9.79%
CCG
2069
Cypress Capital Group
Florida
$600M +$54.8M +10% 7.79% 83.9% 271 17.34%
FFA
2070
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 7.73% 65.5% 120 5.83%
SC
2071
Skylands Capital
Wisconsin
$600M +$33.9M +6% 11.1% 64.3% 140 14.29%
GCP
2072
GSA Capital Partners
United Kingdom
$600M +$420M +234% 7.06% 64.7% 1,485 79.12%
FBFS
2073
First Business Financial Services
Wisconsin
$599M +$41.2M +7% 6.49% 59.8% 123 1.63%
BOPW
2074
Brandywine Oak Private Wealth
Pennsylvania
$598M +$35.5M +6% 6.42% 55.7% 275 10.91%
CU
2075
CDAM (UK)
United Kingdom
$598M +$42.6M +8% 8.37% 2.11% 14 7.14%