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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
2076
Callahan Advisors
Texas
$612M +$47.5M +8% 9.96% 87.7% 136 10.29%
CFIA
2077
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 5.61% 59 0%
CWM
2078
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 6.12% 11.2% 379 83.91%
SFG
2079
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 7.61% 62% 72 8.33%
MHIC
2080
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 6.51% 66.7% 167 4.79%
AIC
2081
AWM Investment Company
New York
$610M +$39.9M +7% 27.8% 778% 98 23.47%
MIM
2082
Marco Investment Management
Georgia
$610M +$64.1M +12% 10.5% 127% 179 10.61%
MMC
2083
Mizuho Markets Cayman
Cayman Islands
$610M +$296M +94% 25.8% 219% 78 32.05%
BST
2084
Bath Savings Trust
Maine
$610M +$56.5M +10% 11.2% 47.3% 127 4.72%
FDCC
2085
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 9.05% 34% 91 4.4%
CT
2086
Caldwell Trust
Florida
$608M +$11.3M +2% 8.58% 87% 776 9.28%
WAS
2087
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 7.95% 102% 94 6.38%
HPC
2088
Hill Path Capital
New York
$607M +$175M +41% 30.9% 5.23% 3 33.33%
NL
2089
NWAM LLC
Washington
$606M -$108M -15% 10.1% 112% 446 50.22%
AHSW
2090
Adventist Health System West
California
$606M +$136M +29% 6.58% 60.2% 5 20%
CWM
2091
Circle Wealth Management
New Jersey
$605M +$34.4M +6% 9.59% 71.8% 216 14.81%
LWAC
2092
Laurel Wealth Advisors (California)
California
$605M +$59M +11% 9.93% 33% 418 17.22%
SF
2093
Summit Financial
New Jersey
$605M +$39.9M +7% 7.63% 81.8% 37 13.51%
FM
2094
Forward Management
California
$603M +$57.1M +10% 4.53% 36.9% 42 35.71%
CI
2095
CPMG Inc
Texas
$601M -$148M -20% 7.49% 878% 18 22.22%
PS
2096
Presima Securities
Quebec, Canada
$601M +$71.1M +13% 1.32% 10.3% 44 22.73%
NB
2097
NBT Bank
New York
$601M +$39.9M +7% 7.87% 68.2% 223 6.73%
PAM
2098
Private Asset Management
California
$601M +$38M +7% 8.76% 38.2% 143 9.79%
CCG
2099
Cypress Capital Group
Florida
$600M +$54.8M +10% 7.79% 97.8% 271 17.34%
FFA
2100
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 7.73% 65.5% 120 5.83%