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
FG
1901
Fiduciary Group
Georgia
$599M +$89.6M +18% 201
WCP
1902
Waterfront Capital Partners
New York
$599M -$2.72M -0.5% 70
H
1903
HoyleCohen
California
$598M +$96.9M +19% 187
CCA
1904
Clearwater Capital Advisors
Illinois
$598M +$134M +29% 149
FCM
1905
Fairholme Capital Management
Florida
$598M +$87.6M +17% 8
NIEF
1906
Nalanda India Equity Fund
Mauritius
$597M +$136M +30% 2
IAM
1907
Ion Asset Management
Israel
$597M +$162M +37% 33
CT
1908
Caldwell Trust
Florida
$597M +$69M +13% 806
CB
1909
Community Bank
New York
$595M +$132M +29% 487
RIM
1910
Rampart Investment Management
Connecticut
$594M +$384M +182% 545
KBG
1911
Kahn Brothers Group
New York
$592M +$45.1M +8% 48
OPFM
1912
Optimus Prime Fund Management
Cayman Islands
$592M +$97.3M +20% 54
FG
1913
Formula Growth
Quebec, Canada
$591M +$69.5M +13% 181
PPW
1914
Parcion Private Wealth
Washington
$591M +$228M +63% 220
WP
1915
Wedgewood Partners
Missouri
$590M +$62.7M +12% 42
HIC
1916
Harvey Investment Company
Kentucky
$590M +$79.7M +16% 85
OFG
1917
Oxford Financial Group
Indiana
$590M +$89.2M +18% 215
RC
1918
Roundview Capital
New Jersey
$589M +$116M +24% 242
LF
1919
Lannebo Fonder
Sweden
$588M +$232M +65% 37
CC
1920
Cadinha & Co
Hawaii
$588M +$211M +56% 98
FFA
1921
Fragasso Financial Advisors
Pennsylvania
$588M +$147M +33% 130
GC
1922
Gratus Capital
Georgia
$587M +$79.7M +16% 174
CC
1923
Cornerstone Capital
California
$587M +$106M +22% 79
CIA
1924
CCM Investment Advisers
South Carolina
$587M +$86.2M +17% 66
WC
1925
Woodstock Corp
Massachusetts
$587M +$95.9M +20% 163