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
JMH
1951
J.M. Hartwell
New York
$418M +$25.5M +6% 83
FRM
1952
Fore Research & Management
New York
$417M +$112M +37% 25
CPM
1953
Crescent Park Management
California
$417M +$21.1M +5% 22
PFP
1954
Patriot Financial Partners
Pennsylvania
$417M +$42M +11% 17
FC
1955
Foundation Capital
California
$416M +$4.17M +1% 8
CA
1956
CapWealth Advisors
Tennessee
$416M +$6.75M +2% 350
WTB
1957
Washington Trust Bank
Washington
$416M +$29.5M +8% 1,250
PWP
1958
Private Wealth Partners
California
$415M +$253K +0.1% 127
VCM
1959
V3 Capital Management
Texas
$415M +$57.1M +16% 18
FRGX
1960
First Reserve GP XI
Connecticut
$415M +$15.3M +4% 2
CW
1961
Cobiz Wealth
Colorado
$415M +$17.7M +4% 142
YIA
1962
YHB Investment Advisors
Connecticut
$414M -$40.5M -9% 176
MWM
1963
Mission Wealth Management
California
$414M +$37.3M +10% 176
GA
1964
GRS Advisors
Illinois
$413M +$55.1M +15% 30
RCM
1965
Radcliffe Capital Management
Pennsylvania
$413M +$1.52M +0.4% 32
MP
1966
Mangrove Partners
Connecticut
$412M +$10.4M +3% 33
SCA
1967
Stieven Capital Advisors
Missouri
$411M +$52.1M +15% 75
TCM
1968
Tekne Capital Management
New York
$410M +$41M +11% 22
PTC
1969
Private Trust Company
Ohio
$410M +$25.9M +7% 336
MBTD
1970
Mechanics Bank - Trust Department
California
$410M +$139M +51% 176
SC
1971
Selz Capital
New York
$409M +$63.2M +18% 62
FBFS
1972
First Business Financial Services
Wisconsin
$409M +$20.3M +5% 81
SCM
1973
Symons Capital Management
Pennsylvania
$408M -$21.8M -5% 68
PGH
1974
Partners Group Holding
Switzerland
$408M +$8.86M +2% 43
IMOV
1975
Investment Management of Virginia
Virginia
$408M +$16.6M +4% 150