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
CAL
1926
Capital Analysts LLC
Pennsylvania
$368M +$33.6M +10% 345
KA
1927
KLCM Advisors
Wisconsin
$366M +$15.3M +4% 71
NIA
1928
Northstar Investment Advisors
Colorado
$365M +$31.4M +9% 123
AI
1929
Alphabet Inc
California
$365M 4
RC
1930
RRJ Capital
Cayman Islands
$365M 3
AIM
1931
Act II Management
New York
$365M -$17.4M -5% 50
TP
1932
TB Partners
China
$363M -$24.6M -6% 3
LG
1933
LaFleur & Godfrey
Michigan
$363M +$14.4M +4% 73
PWM
1934
Patriot Wealth Management
Texas
$363M +$24.8M +7% 60
BCM
1935
Brookmont Capital Management
Texas
$363M +$55.3M +18% 43
SSWM
1936
Sheets Smith Wealth Management
North Carolina
$363M +$55.1M +18% 282
NCM
1937
Novare Capital Management
North Carolina
$362M +$40.4M +13% 124
LOM
1938
Loeb Offshore Management
New York
$361M +$38.7M +12% 315
ST
1939
Sentinel Trust
Texas
$361M +$26.7M +8% 200
3NC
1940
300 North Capital
California
$361M -$68.1M -16% 126
BSB
1941
Bangor Savings Bank
Maine
$360M +$30.5M +9% 146
AP
1942
Archon Partners
New Jersey
$359M +$29.2M +9% 67
AIM
1943
ARGA Investment Management
Connecticut
$359M +$97.9M +38% 43
AAM
1944
Archipel Asset Management
Sweden
$359M -$128M -26% 101
BCM
1945
Beddow Capital Management
Wyoming
$357M +$21.5M +6% 47
SCM
1946
Stadium Capital Management
Connecticut
$357M -$24.1M -6% 15
JGC
1947
J. Goldman & Co
New York
$356M -$239M -40% 300
CF
1948
Cypress Funds
California
$355M +$57.6M +19% 23
CCM
1949
Cohen Capital Management
California
$355M +$30.4M +9% 126
FTI
1950
Fiduciary Trust International
Massachusetts
$355M +$55.8M +19% 143