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
DWT
1926
Dorsey & Whitney Trust
South Dakota
$368M +$32.8M +10% 280
CAL
1927
Capital Analysts LLC
Pennsylvania
$368M +$33.6M +10% 345
KA
1928
KLCM Advisors
Wisconsin
$366M +$15.3M +4% 71
NIA
1929
Northstar Investment Advisors
Colorado
$365M +$31.4M +9% 123
AI
1930
Alphabet Inc
California
$365M 4
RC
1931
RRJ Capital
Cayman Islands
$365M 3
AIM
1932
Act II Management
New York
$365M -$17.4M -5% 50
TP
1933
TB Partners
China
$363M -$24.6M -6% 3
LG
1934
LaFleur & Godfrey
Michigan
$363M +$14.4M +4% 73
PWM
1935
Patriot Wealth Management
Texas
$363M +$24.8M +7% 60
BCM
1936
Brookmont Capital Management
Texas
$363M +$55.3M +18% 43
SSWM
1937
Sheets Smith Wealth Management
North Carolina
$363M +$55.1M +18% 282
NCM
1938
Novare Capital Management
North Carolina
$362M +$40.4M +13% 124
LOM
1939
Loeb Offshore Management
New York
$361M +$38.7M +12% 315
ST
1940
Sentinel Trust
Texas
$361M +$26.7M +8% 200
3NC
1941
300 North Capital
California
$361M -$68.1M -16% 126
BSB
1942
Bangor Savings Bank
Maine
$360M +$30.5M +9% 146
AP
1943
Archon Partners
New Jersey
$359M +$29.2M +9% 67
AIM
1944
ARGA Investment Management
Connecticut
$359M +$97.9M +38% 43
AAM
1945
Archipel Asset Management
Sweden
$359M -$128M -26% 101
BCM
1946
Beddow Capital Management
Wyoming
$357M +$21.5M +6% 47
SCM
1947
Stadium Capital Management
Connecticut
$357M -$24.1M -6% 15
JGC
1948
J. Goldman & Co
New York
$356M -$239M -40% 300
CF
1949
Cypress Funds
California
$355M +$57.6M +19% 23
CCM
1950
Cohen Capital Management
California
$355M +$30.4M +9% 126