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
JGUA
1951
John G. Ullman & Associates
New York
$529M +$11.6M +2% 121
STB
1952
S&T Bank
Pennsylvania
$529M -$32.9M -6% 92
OCM
1953
One Capital Management
California
$528M +$18.7M +4% 172
MYIA
1954
Mount Yale Investment Advisors
Colorado
$528M +$61.9M +13% 1,032
EC
1955
Estate Counselors
Wisconsin
$528M -$11.1M -2% 76
OMC
1956
Overbrook Management Corp
New York
$528M +$43.4M +9% 79
KDA
1957
KPCB DGF Associates
California
$527M +$346M +192% 5
PHS
1958
Pekin Hardy Strauss
Illinois
$526M -$24M -4% 201
MHIC
1959
Marble Harbor Investment Counsel
Massachusetts
$525M +$19.8M +4% 155
MIM
1960
Monashee Investment Management
Massachusetts
$525M +$163M +45% 251
CCMD
1961
Cypress Capital Management (Delaware)
Delaware
$525M +$7.17M +1% 162
CIA
1962
CCM Investment Advisers
South Carolina
$525M +$11.7M +2% 90
OFM
1963
Okumus Fund Management
Cayman Islands
$525M +$72.4M +16% 7
AACA
1964
American Assets Capital Advisers
California
$524M +$36.8M +8% 31
SPC
1965
Stewart & Patten Company
California
$524M +$6.54M +1% 96
FP
1966
Flagship Pioneering
Massachusetts
$522M +$177M +51% 5
FFIC
1967
First Fiduciary Investment Counsel
Ohio
$521M +$18.1M +4% 49
MLIC
1968
Mandatum Life Insurance Company
Finland
$521M -$16.8M -3% 169
BJ
1969
Brouwer & Janachowski
California
$521M +$15.7M +3% 58
ACM
1970
Arosa Capital Management
Florida
$521M -$99.9M -16% 80
CNBT
1971
Canandaigua National Bank & Trust
New York
$521M -$262M -33% 406
GFA
1972
Gallagher Fiduciary Advisors
Illinois
$520M +$42.6M +9% 9
VFM
1973
Viking Fund Management
North Dakota
$520M -$7.45M -1% 133
MA
1974
MCF Advisors
Kentucky
$520M +$11.3M +2% 520
CCM
1975
Condor Capital Management
New Jersey
$520M +$58.3M +13% 170