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
CWM
1951
Cabot Wealth Management
Massachusetts
$405M +$14.5M +4% 159
BRCA
1952
Birch Run Capital Advisors
Texas
$404M +$21.8M +6% 22
BCM
1953
BTC Capital Management
Iowa
$404M +$9.33M +2% 152
LAM
1954
Lingohr Asset Management
Germany
$403M -$287M -42% 119
DAM
1955
Davis Asset Management
California
$403M +$36.9M +10% 29
MFIMFI
1956
Mesirow Financial Investment Management - Fixed Income
Illinois
$402M +$6.18M +2% 187
MTIP
1957
Magee Thomson Investment Partners
California
$402M -$3.67M -0.9% 186
NCM
1958
Novare Capital Management
North Carolina
$402M -$6.58M -2% 127
S
1959
SignatureFD
Georgia
$402M +$95.4M +31% 991
KFS
1960
Kurt F. Somerville
$402M +$154M +62% 133
HAM
1961
Highstreet Asset Management
Ontario, Canada
$401M -$62.9M -14% 141
PFS
1962
Prospera Financial Services
Texas
$401M +$30.2M +8% 333
TF
1963
Tompkins Financial
New York
$401M +$19.2M +5% 525
SHIM
1964
Spruce House Investment Management
New York
$401M 9
QGI
1965
Quadrangle GP Investors
New York
$400M +$15.5M +4% 4
QA
1966
Quantitative Advantage
Minnesota
$400M +$502K +0.1% 54
NIA
1967
Northstar Investment Advisors
Colorado
$400M +$14.5M +4% 112
SM
1968
Scoggin Management
New York
$399M -$187M -32% 95
LIM
1969
Longfellow Investment Management
Massachusetts
$399M -$8.34M -2% 75
SCM
1970
Stadium Capital Management
Connecticut
$399M +$83.5M +26% 14
LSGA
1971
Lone Star Global Acquisitions
Bermuda
$399M -$47.1M -11% 1
DI
1972
Dalton Investments
Nevada
$398M -$87.1M -18% 64
LNWWM
1973
Laird Norton Wetherby Wealth Management
California
$398M +$38.9M +11% 476
BSB
1974
Bangor Savings Bank
Maine
$397M +$23.1M +6% 158
SFT
1975
Simmons First Trust
Arkansas
$396M +$88.4M +29% 174