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
CCA
1926
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 97
ORI
1927
Oak Ridge Investments
Illinois
$900M -$284M -24% 176
OC
1928
ORIX Corp
Japan
$899M +$27.8M +3% 1
WDA
1929
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 156
MC
1930
Montag & Caldwell
Georgia
$898M -$139M -13% 76
ADL
1931
Asset Dedication LLC
California
$898M +$67.5M +8% 1,077
CCM
1932
Condor Capital Management
New Jersey
$897M -$36.4M -4% 491
BCM
1933
Bluefin Capital Management
New York
$897M -$363M -29% 791
AAIM
1934
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 98
CTC
1935
Chai Trust Company
Illinois
$897M -$74.5M -8% 39
CPI
1936
Crestview Partners II
New York
$897M -$339M -27% 3
BB
1937
Bell Bank
North Dakota
$896M +$19.1M +2% 186
DBT
1938
Dubuque Bank & Trust
Iowa
$895M -$57M -6% 273
FNFDCM
1939
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895M -$23.4M -3% 164
CIC
1940
Cornercap Investment Counsel
Georgia
$895M +$203M +29% 671
BDWM
1941
Brewin Dolphin Wealth Management
Ireland
$894M -$34.1M -4% 394
RI
1942
RWWM Inc
California
$893M +$81.1M +10% 14
EF
1943
Empirical Finance
Pennsylvania
$893M +$45.9M +5% 484
TW
1944
Transform Wealth
Colorado
$892M -$65.4M -7% 237
MAM
1945
Mastrapasqua Asset Management
Tennessee
$892M -$128M -13% 151
CC
1946
Cornerstone Capital
California
$891M -$47.1M -5% 96
LOM
1947
LTS One Management
New York
$891M -$241M -21% 5
SI
1948
SQN Investors
California
$891M -$637M -42% 25
LCG
1949
Lisanti Capital Growth
New York
$890M +$199M +29% 152
AL
1950
Arnhold LLC
New York
$890M +$6.84M +0.8% 144