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
CA
1951
CapWealth Advisors
Tennessee
$393M -$19.8M -5% 345
CCM
1952
Catawba Capital Management
Virginia
$393M +$24.9M +7% 247
KPCM
1953
Kings Point Capital Management
New York
$393M -$10.7M -3% 361
SRFM
1954
Shannon River Fund Management
New York
$393M -$123M -24% 37
SAM
1955
Sheffield Asset Management
Illinois
$393M -$123M -24% 25
AI
1956
Accredited Investors
Minnesota
$391M -$15M -4% 98
JA
1957
JLB & Associates
Michigan
$391M +$67.7M +21% 78
DVC
1958
Deer VII & Co
New York
$391M -$45.8M -10% 7
PFP
1959
Patriot Financial Partners
Pennsylvania
$391M -$4.36M -1% 17
DG
1960
Davidson & Garrard
Virginia
$391M -$11.5M -3% 198
AL
1961
Agran Libbie
California
$390M +$10.6M +3% 124
PFPT
1962
Pinnacle Financial Partners (Tennessee)
Tennessee
$390M +$68.7M +21% 281
HC
1963
Hourglass Capital
Texas
$390M +$4.18M +1% 118
PL
1964
Parthenon LLC
Kentucky
$389M +$6.86M +2% 109
OW
1965
Orbis World
British Virgin Islands
$389M +$94.2M +32% 3
ES
1966
Equitec Specialists
Illinois
$389M +$142M +57% 121
CC
1967
Cadinha & Co
Hawaii
$388M -$33.7M -8% 111
MSR
1968
Main Street Research
Connecticut
$388M -$80.2M -17% 120
PAM
1969
Premier Asset Management
Illinois
$388M -$13.7M -3% 95
ASA
1970
Armstrong Shaw Associates
Connecticut
$387M -$36.6M -9% 44
CC
1971
Carbonado Capital
New York
$387M +$159M +70% 14
WTB
1972
Washington Trust Bank
Washington
$387M -$72.2M -16% 856
GWM
1973
Greenwich Wealth Management
Connecticut
$386M -$21.8M -5% 198
OMCS
1974
Old Mutual Customised Solutions
South Africa
$386M -$10M -3% 735
TAM
1975
Taylor Asset Management
Ontario, Canada
$386M -$30.5M -7% 40