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
JMFC
1926
J.M. Forbes & Co
Massachusetts
$611M +$91.3M +18% 108
OIM
1927
Opus Investment Management
Massachusetts
$611M +$35.9M +6% 113
KA
1928
Klingman & Associates
New York
$611M +$52.6M +9% 138
NNP
1929
Nachman Norwood & Parrott
South Carolina
$611M +$49M +9% 255
PFM
1930
Phillips Financial Management
Indiana
$610M +$41.3M +7% 79
HCM
1931
Horan Capital Management
Maryland
$609M +$49.7M +9% 56
AF
1932
Ally Financial
Michigan
$609M +$46.4M +8% 131
CCI
1933
Cevian Capital II
Jersey
$608M +$36.7M +6% 2
CIP
1934
CAS Investment Partners
Connecticut
$608M +$155M +34% 6
AHC
1935
Adell Harriman & Carpenter
Texas
$608M +$55.8M +10% 142
FCMI
1936
Foresite Capital Management II
California
$607M +$134M +28% 7
KF
1937
Krilogy Financial
Missouri
$607M +$54.5M +10% 205
MAM
1938
Mastrapasqua Asset Management
Tennessee
$607M +$63M +12% 139
CBB
1939
Citizens Business Bank
California
$607M +$259K +0% 258
TCM
1940
Tygh Capital Management
Oregon
$606M +$42.3M +8% 90
SFSG
1941
Stearns Financial Services Group
North Carolina
$605M +$38.8M +7% 193
GP
1942
Girard Partners
Pennsylvania
$605M +$67.9M +13% 233
NC
1943
NewSquare Capital
Pennsylvania
$604M +$52.1M +9% 398
HR
1944
Howe & Rusling
New York
$604M +$33.6M +6% 910
AIM
1945
Aigen Investment Management
New York
$604M 1,169
BJ
1946
Brouwer & Janachowski
California
$603M +$30.1M +5% 53
JWM
1947
Jackson Wealth Management
Florida
$603M +$125M +26% 156
CTA
1948
Colonial Trust Advisors
South Carolina
$603M +$37.1M +7% 163
BVDMP
1949
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$601M +$17.6M +3% 37
RCYC
1950
Richard C. Young & Co
Rhode Island
$600M +$44M +8% 73