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
CIS
1851
Capital International Sarl
California
$645M +$64M +11% 185
MIM
1852
Marco Investment Management
Georgia
$644M +$58.5M +10% 182
MFIMFI
1853
Mesirow Financial Investment Management - Fixed Income
Illinois
$644M +$39.7M +7% 140
BIM
1854
Barton Investment Management
Pennsylvania
$644M +$47.2M +8% 44
LWA
1855
Lenox Wealth Advisors
New York
$643M +$42.7M +7% 867
CIA
1856
CCM Investment Advisers
South Carolina
$642M +$33.4M +5% 72
OHM
1857
Ordinal Holdings ManageCo
New York
$641M -$14.8M -2% 1
SCA
1858
Stieven Capital Advisors
Missouri
$640M +$90.2M +16% 59
CFIA
1859
Cantor Fitzgerald Investment Advisors
New York
$640M +$26.2M +4% 58
MWM
1860
Modera Wealth Management
New Jersey
$640M +$38M +6% 148
SCA
1861
Summit Creek Advisors
Minnesota
$640M +$43.6M +7% 70
ECA
1862
Endeavour Capital Advisors
Connecticut
$639M -$728K -0.1% 60
DIA
1863
Dean Investment Associates
Ohio
$639M -$42M -6% 232
SFG
1864
Sather Financial Group
Texas
$638M +$88M +16% 86
KLWA
1865
Kelly Lawrence W & Associates
California
$638M +$38.4M +6% 137
IL
1866
Investure LLC
Virginia
$637M +$333M +109% 15
BSB
1867
Bangor Savings Bank
Maine
$637M +$49.1M +8% 190
NAS
1868
Nicolet Advisory Services
Wisconsin
$636M -$22.8M -3% 178
AT
1869
Arden Trust
Delaware
$636M +$22.9M +4% 374
NIA
1870
Northstar Investment Advisors
Colorado
$636M +$35.5M +6% 142
NB
1871
NBT Bank
New York
$635M +$64.2M +11% 224
AGC
1872
Angelo Gordon & Co
New York
$635M -$135M -18% 93
MSR
1873
Main Street Research
Connecticut
$634M +$101M +19% 110
MHIC
1874
Marble Harbor Investment Counsel
Massachusetts
$633M +$70.1M +12% 163
AL
1875
Arnhold LLC
New York
$633M +$44.4M +8% 136