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
BTWM
1926
Baker Tilly Wealth Management
Wisconsin
$904M -$27.7M -3% 574
MFIMFI
1927
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 152
JC
1928
Jacobs & Co
California
$903M -$61.3M -6% 129
JEST
1929
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 314
CCA
1930
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 97
ORI
1931
Oak Ridge Investments
Illinois
$900M -$284M -24% 176
OC
1932
ORIX Corp
Japan
$899M +$27.8M +3% 1
WDA
1933
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 156
MC
1934
Montag & Caldwell
Georgia
$898M -$139M -13% 76
ADL
1935
Asset Dedication LLC
California
$898M +$67.5M +8% 1,077
CCM
1936
Condor Capital Management
New Jersey
$897M -$36.4M -4% 491
BCM
1937
Bluefin Capital Management
New York
$897M -$363M -29% 791
AAIM
1938
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 98
CTC
1939
Chai Trust Company
Illinois
$897M -$74.5M -8% 39
CPI
1940
Crestview Partners II
New York
$897M -$339M -27% 3
BB
1941
Bell Bank
North Dakota
$896M +$19.1M +2% 186
DBT
1942
Dubuque Bank & Trust
Iowa
$895M -$57M -6% 273
FNFDCM
1943
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895M -$23.4M -3% 164
CIC
1944
Cornercap Investment Counsel
Georgia
$895M +$203M +29% 671
BDWM
1945
Brewin Dolphin Wealth Management
Ireland
$894M -$34.1M -4% 394
RI
1946
RWWM Inc
California
$893M +$81.1M +10% 14
EF
1947
Empirical Finance
Pennsylvania
$893M +$45.9M +5% 484
TW
1948
Transform Wealth
Colorado
$892M -$65.4M -7% 237
MAM
1949
Mastrapasqua Asset Management
Tennessee
$892M -$128M -13% 151
CC
1950
Cornerstone Capital
California
$891M -$47.1M -5% 96