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
FC
1951
Foundation Capital
California
$416M +$4.17M +1% 8
CA
1952
CapWealth Advisors
Tennessee
$416M +$6.75M +2% 350
WTB
1953
Washington Trust Bank
Washington
$416M +$29.5M +8% 1,250
PWP
1954
Private Wealth Partners
California
$415M +$253K +0.1% 127
VCM
1955
V3 Capital Management
Texas
$415M +$57.1M +16% 18
FRGX
1956
First Reserve GP XI
Connecticut
$415M +$15.3M +4% 2
CW
1957
Cobiz Wealth
Colorado
$415M +$17.7M +4% 142
YIA
1958
YHB Investment Advisors
Connecticut
$414M -$40.5M -9% 176
MWM
1959
Mission Wealth Management
California
$414M +$37.3M +10% 176
GA
1960
GRS Advisors
Illinois
$413M +$55.1M +15% 30
RCM
1961
Radcliffe Capital Management
Pennsylvania
$413M +$1.52M +0.4% 32
MP
1962
Mangrove Partners
Connecticut
$412M +$10.4M +3% 33
SCA
1963
Stieven Capital Advisors
Missouri
$411M +$52.1M +15% 75
TCM
1964
Tekne Capital Management
New York
$410M +$41M +11% 22
PTC
1965
Private Trust Company
Ohio
$410M +$25.9M +7% 336
MBTD
1966
Mechanics Bank - Trust Department
California
$410M +$139M +51% 176
SC
1967
Selz Capital
New York
$409M +$63.2M +18% 62
FBFS
1968
First Business Financial Services
Wisconsin
$409M +$20.3M +5% 81
SCM
1969
Symons Capital Management
Pennsylvania
$408M -$21.8M -5% 68
PGH
1970
Partners Group Holding
Switzerland
$408M +$8.86M +2% 43
IMOV
1971
Investment Management of Virginia
Virginia
$408M +$16.6M +4% 150
PCIG
1972
Partners Capital Investment Group
Massachusetts
$408M +$49.1M +14% 75
NC
1973
Nokomis Capital
Texas
$407M +$13.9M +4% 48
MAM
1974
Mastrapasqua Asset Management
Tennessee
$406M +$5.91M +1% 142
JAFL
1975
Jay A. Fishman Ltd
Michigan
$406M +$11M +3% 88