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
FBFS
1926
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 180
BTWM
1927
Baker Tilly Wealth Management
Wisconsin
$904M -$27.7M -3% 574
MFIMFI
1928
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 152
JC
1929
Jacobs & Co
California
$903M -$61.3M -6% 129
JEST
1930
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 314
CCA
1931
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 97
ORI
1932
Oak Ridge Investments
Illinois
$900M -$284M -24% 176
OC
1933
ORIX Corp
Japan
$899M +$27.8M +3% 1
WDA
1934
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 156
MC
1935
Montag & Caldwell
Georgia
$898M -$139M -13% 76
ADL
1936
Asset Dedication LLC
California
$898M +$67.5M +8% 1,077
CCM
1937
Condor Capital Management
New Jersey
$897M -$36.4M -4% 491
BCM
1938
Bluefin Capital Management
New York
$897M -$363M -29% 791
AAIM
1939
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 98
CTC
1940
Chai Trust Company
Illinois
$897M -$74.5M -8% 39
CPI
1941
Crestview Partners II
New York
$897M -$339M -27% 3
BB
1942
Bell Bank
North Dakota
$896M +$19.1M +2% 186
DBT
1943
Dubuque Bank & Trust
Iowa
$895M -$57M -6% 273
FNFDCM
1944
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895M -$23.4M -3% 164
CIC
1945
Cornercap Investment Counsel
Georgia
$895M +$203M +29% 671
BDWM
1946
Brewin Dolphin Wealth Management
Ireland
$894M -$34.1M -4% 394
RI
1947
RWWM Inc
California
$893M +$81.1M +10% 14
EF
1948
Empirical Finance
Pennsylvania
$893M +$45.9M +5% 484
TW
1949
Transform Wealth
Colorado
$892M -$65.4M -7% 237
MAM
1950
Mastrapasqua Asset Management
Tennessee
$892M -$128M -13% 151