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
BST
1926
Bath Savings Trust
Maine
$758M +$148M +24% 153
MIM
1927
Monashee Investment Management
Massachusetts
$757M +$293M +63% 384
PPW
1928
Parcion Private Wealth
Washington
$756M +$102M +16% 194
SC
1929
Strategy Capital
California
$756M +$54M +8% 8
TC
1930
Towle & Co
Colorado
$756M +$160M +27% 34
GAM
1931
Griffin Asset Management
New York
$754M +$104M +16% 236
LWMT
1932
Legacy Wealth Management (Tennessee)
Tennessee
$753M +$98.9M +15% 13
LF
1933
Lannebo Fonder
Sweden
$753M +$50.6M +7% 39
CCA
1934
Clearwater Capital Advisors
Illinois
$753M +$117M +18% 159
COF
1935
Capital One Financial
Virginia
$751M -$40.6M -5% 260
MTCM
1936
Mint Tower Capital Management
Netherlands
$751M +$143M +24% 366
FIB
1937
First Interstate Bank
Montana
$751M +$84.4M +13% 109
CT
1938
Coastline Trust
Rhode Island
$750M +$85.1M +13% 327
MCM
1939
Murphy Capital Management
New Jersey
$750M +$61.8M +9% 219
1IA
1940
1834 Investment Advisors
Wisconsin
$750M +$64.6M +9% 487
SV
1941
Sapphire Ventures
Texas
$749M -$79.1M -10% 5
WSCM
1942
Wellington Shields Capital Management
New York
$748M +$117M +19% 269
KTA
1943
Keeley-Teton Advisors
Illinois
$747M +$136M +22% 268
WC
1944
Woodstock Corp
Massachusetts
$747M +$128M +21% 209
MFIMFI
1945
Mesirow Financial Investment Management - Fixed Income
Illinois
$747M +$158M +27% 157
GAG
1946
GM Advisory Group
New York
$747M +$92.9M +14% 197
GC
1947
Gratus Capital
Georgia
$747M +$108M +17% 194
AP
1948
Archon Partners
New Jersey
$745M +$109M +17% 56
GGI
1949
Godsey & Gibb Inc
Virginia
$743M +$78.7M +12% 103
CAM
1950
Carret Asset Management
New York
$743M +$81.2M +12% 279