Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OCM
1951
One Capital Management
California
$528M +$18.7M +4% 1.29% 47% 172
MYIA
1952
Mount Yale Investment Advisors
Colorado
$528M +$61.9M +13% 2.75% 73.5% 1,032
EC
1953
Estate Counselors
Wisconsin
$528M -$11.1M -2% 1.61% 43.1% 76
OMC
1954
Overbrook Management Corp
New York
$528M +$43.4M +9% 3.38% 122% 79
KDA
1955
KPCB DGF Associates
California
$527M +$346M +192% 19.1% 5
PHS
1956
Pekin Hardy Strauss
Illinois
$526M -$24M -4% 0.44% 61.2% 201
MHIC
1957
Marble Harbor Investment Counsel
Massachusetts
$525M +$19.8M +4% 2.51% 62.5% 155
MIM
1958
Monashee Investment Management
Massachusetts
$525M +$163M +45% 13.4% 186% 251
CCMD
1959
Cypress Capital Management (Delaware)
Delaware
$525M +$7.17M +1% 1.64% 25.6% 162
CIA
1960
CCM Investment Advisers
South Carolina
$525M +$11.7M +2% 4.07% 115% 90
OFM
1961
Okumus Fund Management
Cayman Islands
$525M +$72.4M +16% 0.41% 8.26% 7
AACA
1962
American Assets Capital Advisers
California
$524M +$36.8M +8% 9.19% 47% 31
SPC
1963
Stewart & Patten Company
California
$524M +$6.54M +1% 2.09% 27.5% 96
FP
1964
Flagship Pioneering
Massachusetts
$522M +$177M +51% 15.3% 51.2% 5
FFIC
1965
First Fiduciary Investment Counsel
Ohio
$521M +$18.1M +4% 1.77% 48.8% 49
MLIC
1966
Mandatum Life Insurance Company
Finland
$521M -$16.8M -3% 1.43% 75.3% 169
BJ
1967
Brouwer & Janachowski
California
$521M +$15.7M +3% 0.92% 41.8% 58
ACM
1968
Arosa Capital Management
Florida
$521M -$99.9M -16% 12.7% 54.9% 80
CNBT
1969
Canandaigua National Bank & Trust
New York
$521M -$262M -33% 2.85% 406
GFA
1970
Gallagher Fiduciary Advisors
Illinois
$520M +$42.6M +9% 2.7% 76.8% 9
VFM
1971
Viking Fund Management
North Dakota
$520M -$7.45M -1% 8.5% 55.6% 133
MA
1972
MCF Advisors
Kentucky
$520M +$11.3M +2% 1.37% 41.1% 520
CCM
1973
Condor Capital Management
New Jersey
$520M +$58.3M +13% 2.17% 52.6% 170
BCM
1974
BTR Capital Management
California
$519M +$19.2M +4% 3.23% 35.1% 149
PFU
1975
Parus Finance (UK)
United Kingdom
$519M -$9.06M -2% 13.3% 186% 19