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
MTC
1926
McDaniel Terry & Co
Texas
$1.24B +$20.8M +2% 92
IAIM
1927
International Assets Investment Management
Florida
$1.24B +$2.48M +0.2% 866
GAM
1928
Gemmer Asset Management
California
$1.24B +$114M +10% 177
FHC
1929
First Heartland Consultants
Missouri
$1.24B +$115M +10% 549
LLL
1930
Lynrock Lake LP
New York
$1.24B +$106M +9% 33
FCM
1931
Fairholme Capital Management
Florida
$1.24B +$11.9M +1% 12
TPI
1932
Trust Point Inc
Wisconsin
$1.24B +$178M +17% 489
LFM
1933
LGT Fund Management
Liechtenstein
$1.24B +$93M +8% 250
HCM
1934
Hilton Capital Management
New York
$1.24B -$17.6M -1% 183
SGM
1935
Seven Grand Managers
New York
$1.23B +$397M +48% 113
SI
1936
Symmetry Investments
Jersey
$1.23B +$36.4M +3% 163
GGS
1937
Galvin Gaustad & Stein
Arizona
$1.23B +$69.5M +6% 209
XF
1938
XML Financial
Maryland
$1.23B +$76.1M +7% 407
DG
1939
DigitalBridge Group
Florida
$1.23B +$228M +23% 74
KGI
1940
Kopernik Global Investors
Florida
$1.23B +$316M +35% 30
VPI
1941
Value Partners Investments
Manitoba, Canada
$1.23B -$54M -4% 107
MDSL
1942
M.D. Sass LLC
New York
$1.22B -$17.6M -1% 38
NPIC
1943
Neumeier Poma Investment Counsel
California
$1.22B +$148M +14% 44
LI
1944
LRI Investments
Florida
$1.22B +$44.5M +4% 1,372
CCM
1945
Condor Capital Management
New Jersey
$1.22B +$67M +6% 198
L7C
1946
Liberty 77 Capital
District of Columbia
$1.22B +$106M +10% 4
SRC
1947
Shufro Rose & Co
New York
$1.22B -$19.4M -2% 315
CA
1948
CGN Advisors
Kansas
$1.22B +$96.3M +9% 312
CS
1949
Central Securities
New York
$1.21B +$81.3M +7% 30
WCWM
1950
Willow Creek Wealth Management
California
$1.21B +$102M +9% 183