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
RC
1926
Roundview Capital
New Jersey
$637M +$48.6M +8% 248
DCM
1927
Discovery Capital Management
Connecticut
$637M +$97.4M +18% 80
CTA
1928
Colonial Trust Advisors
South Carolina
$636M +$50.3M +9% 158
AIP
1929
ARS Investment Partners
New York
$636M +$105M +20% 118
CCA
1930
Clearwater Capital Advisors
Illinois
$636M +$38M +6% 141
CC
1931
CCMP Capital
New York
$636M -$185M -23% 1
FCM
1932
FJ Capital Management
Virginia
$636M -$9.17M -1% 100
AP
1933
Archon Partners
New Jersey
$636M +$85.2M +15% 56
APC
1934
Alta Park Capital
California
$635M +$1.62M +0.3% 34
HT
1935
HighTower Trust
Texas
$635M -$21.5M -3% 115
ECM
1936
Engle Capital Management
Connecticut
$634M +$13.9M +2% 29
WP
1937
Wedgewood Partners
Missouri
$632M +$42.1M +7% 39
BWM
1938
BerganKDV Wealth Management
Minnesota
$632M +$48.2M +8% 1,048
JAFL
1939
Jay A. Fishman Ltd
Michigan
$632M +$59M +10% 89
CM
1940
Caption Management
Oklahoma
$631M +$141M +29% 801
WSCM
1941
Wellington Shields Capital Management
New York
$631M +$7.52M +1% 252
MCM
1942
Manchester Capital Management
Vermont
$630M -$92.3M -13% 716
QCMNJ
1943
Quantum Capital Management (New Jersey)
New Jersey
$630M +$59.8M +10% 36
RWM
1944
RKL Wealth Management
Pennsylvania
$628M +$44.9M +8% 121
SFG
1945
Sather Financial Group
Texas
$628M +$44.9M +8% 47
SLF
1946
Sun Life Financial
Ontario, Canada
$627M +$113M +22% 523
MHS
1947
M Holdings Securities
Oregon
$627M +$68M +12% 178
SM
1948
Sunriver Management
Connecticut
$626M -$7.93M -1% 24
JMFC
1949
J.M. Forbes & Co
Massachusetts
$625M +$64.4M +11% 105
CC
1950
Centiva Capital
New York
$625M +$183M +41% 811