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
1901
CapWealth Advisors
Tennessee
$558M +$41.1M +8% 111
FBFS
1902
First Business Financial Services
Wisconsin
$558M +$19.8M +4% 89
LCM
1903
Legato Capital Management
California
$558M -$29.3M -5% 130
MFG
1904
Merit Financial Group
Georgia
$558M +$49.2M +10% 122
SCA
1905
Summit Creek Advisors
Minnesota
$557M +$6.99M +1% 58
NA
1906
Newport Asia
California
$557M -$89.9M -14% 6
JAM
1907
Jacobs Asset Management
New York
$557M +$16.8M +3% 61
SWM
1908
SeaCrest Wealth Management
New York
$555M +$9.8M +2% 2,395
TW
1909
Transform Wealth
Colorado
$553M +$26.7M +5% 243
JMH
1910
J.M. Hartwell
New York
$553M +$19.1M +4% 91
HR
1911
Howe & Rusling
New York
$552M +$77K +0% 1,024
JC
1912
Jacobs & Co
California
$552M +$10.8M +2% 126
FRGX
1913
First Reserve GP XI
Connecticut
$552M +$107M +24% 1
OIM
1914
Opus Investment Management
Massachusetts
$552M +$7.19M +1% 95
GAM
1915
Griffin Asset Management
New York
$551M +$1.67M +0.3% 213
PC
1916
PM Capital
Australia
$551M -$3.69M -0.7% 25
AH
1917
Allen Holding
New York
$551M -$3.42M -0.6% 10
GIA
1918
Granite Investment Advisors
New Hampshire
$549M +$3.96M +0.7% 175
AWG
1919
Alpha Wave Global
New York
$548M +$53.6M +11% 26
TIM
1920
Thompson Investment Management
Wisconsin
$548M +$11.1M +2% 192
C
1921
Chescapmanager
Maryland
$547M +$37.7M +7% 48
TMAM
1922
Tokio Marine Asset Management
Japan
$546M -$21.2M -4% 278
CC
1923
Cadinha & Co
Hawaii
$546M +$50.8M +10% 136
PP
1924
Peconic Partners
New York
$545M +$27.7M +5% 55
QSS
1925
Quantitative Systematic Strategies
Florida
$545M +$74.3M +16% 883