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
H
1901
HoyleCohen
California
$598M +$96.9M +19% 187
CCA
1902
Clearwater Capital Advisors
Illinois
$598M +$134M +29% 149
FCM
1903
Fairholme Capital Management
Florida
$598M +$87.6M +17% 8
NIEF
1904
Nalanda India Equity Fund
Mauritius
$597M +$136M +30% 2
IAM
1905
Ion Asset Management
Israel
$597M +$162M +37% 33
CT
1906
Caldwell Trust
Florida
$597M +$69M +13% 806
CB
1907
Community Bank
New York
$595M +$132M +29% 487
RIM
1908
Rampart Investment Management
Connecticut
$594M +$384M +182% 545
KBG
1909
Kahn Brothers Group
New York
$592M +$45.1M +8% 48
OPFM
1910
Optimus Prime Fund Management
Cayman Islands
$592M +$97.3M +20% 54
FG
1911
Formula Growth
Quebec, Canada
$591M +$69.5M +13% 181
PPW
1912
Parcion Private Wealth
Washington
$591M +$228M +63% 220
WP
1913
Wedgewood Partners
Missouri
$590M +$62.7M +12% 42
HIC
1914
Harvey Investment Company
Kentucky
$590M +$79.7M +16% 85
OFG
1915
Oxford Financial Group
Indiana
$590M +$89.2M +18% 215
RC
1916
Roundview Capital
New Jersey
$589M +$116M +24% 242
LF
1917
Lannebo Fonder
Sweden
$588M +$232M +65% 37
CC
1918
Cadinha & Co
Hawaii
$588M +$211M +56% 98
FFA
1919
Fragasso Financial Advisors
Pennsylvania
$588M +$147M +33% 130
GC
1920
Gratus Capital
Georgia
$587M +$79.7M +16% 174
CC
1921
Cornerstone Capital
California
$587M +$106M +22% 79
CIA
1922
CCM Investment Advisers
South Carolina
$587M +$86.2M +17% 66
WC
1923
Woodstock Corp
Massachusetts
$587M +$95.9M +20% 163
CTA
1924
Colonial Trust Advisors
South Carolina
$586M +$108M +23% 153
NC
1925
NewSquare Capital
Pennsylvania
$586M +$45.7M +8% 472