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
OIM
1926
Opus Investment Management
Massachusetts
$611M +$35.9M +6% 113
KA
1927
Klingman & Associates
New York
$611M +$52.6M +9% 138
NNP
1928
Nachman Norwood & Parrott
South Carolina
$611M +$49M +9% 255
PFM
1929
Phillips Financial Management
Indiana
$610M +$41.3M +7% 79
HCM
1930
Horan Capital Management
Maryland
$609M +$49.7M +9% 56
AF
1931
Ally Financial
Michigan
$609M +$46.4M +8% 131
CCI
1932
Cevian Capital II
Jersey
$608M +$36.7M +6% 2
CIP
1933
CAS Investment Partners
Connecticut
$608M +$155M +34% 6
AHC
1934
Adell Harriman & Carpenter
Texas
$608M +$55.8M +10% 142
FCMI
1935
Foresite Capital Management II
California
$607M +$134M +28% 7
KF
1936
Krilogy Financial
Missouri
$607M +$54.5M +10% 205
MAM
1937
Mastrapasqua Asset Management
Tennessee
$607M +$63M +12% 139
CBB
1938
Citizens Business Bank
California
$607M +$259K +0% 258
TCM
1939
Tygh Capital Management
Oregon
$606M +$42.3M +8% 90
SFSG
1940
Stearns Financial Services Group
North Carolina
$605M +$38.8M +7% 193
GP
1941
Girard Partners
Pennsylvania
$605M +$67.9M +13% 233
NC
1942
NewSquare Capital
Pennsylvania
$604M +$52.1M +9% 398
HR
1943
Howe & Rusling
New York
$604M +$33.6M +6% 910
AIM
1944
Aigen Investment Management
New York
$604M 1,169
BJ
1945
Brouwer & Janachowski
California
$603M +$30.1M +5% 53
JWM
1946
Jackson Wealth Management
Florida
$603M +$125M +26% 156
CTA
1947
Colonial Trust Advisors
South Carolina
$603M +$37.1M +7% 163
BVDMP
1948
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$601M +$17.6M +3% 37
RCYC
1949
Richard C. Young & Co
Rhode Island
$600M +$44M +8% 73
GH
1950
Grosvenor Holdings
Illinois
$600M +$46.5M +8% 20