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
EFS
1951
Essex Financial Services
Connecticut
$385M -$3.44M -0.9% 349
VCM
1952
V3 Capital Management
Texas
$384M +$23M +6% 19
TC
1953
Telemus Capital
Michigan
$384M -$13.9M -4% 141
SC
1954
Seawolf Capital
New York
$383M -$62.5M -14% 57
BWM
1955
Baystate Wealth Management
Massachusetts
$383M +$10.6M +3% 63
CCM
1956
Condor Capital Management
New Jersey
$383M -$33.9M -8% 202
CL
1957
Choreo LLC
Illinois
$382M -$19M -5% 163
ACI
1958
Alpha Cubed Investments
California
$382M +$8.66M +2% 218
MC
1959
MIG Capital
California
$381M +$45.4M +14% 37
FNB
1960
First Niagara Bank
New York
$381M -$64.9M -15% 242
CS
1961
Central Securities
New York
$381M -$64.3M -14% 35
MCG
1962
Meru Capital Group
New York
$381M -$78.9M -17% 53
FWSM
1963
First Wilshire Securities Management
California
$381M -$63.9M -14% 128
NMC
1964
Nine Masts Capital
Hong Kong
$381M +$75.4M +25% 91
VIM
1965
Veritas Investment Management
United Kingdom
$381M +$26.8M +8% 78
KPCM
1966
Kings Point Capital Management
New York
$380M -$32.6M -8% 398
PDM
1967
Penn Davis McFarland
Texas
$380M -$49.3M -11% 35
MG
1968
Mather Group
Illinois
$379M -$236K -0.1% 30
DFG
1969
Delphi Financial Group
Delaware
$379M -$49M -11% 21
MAM
1970
Mastrapasqua Asset Management
Tennessee
$379M -$34.3M -8% 160
BAM
1971
Burnham Asset Management
New York
$379M -$53.9M -12% 233
RMCP
1972
Red Mountain Capital Partners
California
$378M -$88M -19% 10
ACA
1973
Avoro Capital Advisors
New York
$378M +$15.8M +4% 39
IMOV
1974
Investment Management of Virginia
Virginia
$378M -$55.8M -13% 164
VC
1975
Vicus Capital
Pennsylvania
$377M -$6.69M -2% 205