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
LRPA
1951
L. Roy Papp & Associates
Arizona
$529M +$6.33M +1% 164
JGUA
1952
John G. Ullman & Associates
New York
$529M +$11.6M +2% 121
STB
1953
S&T Bank
Pennsylvania
$529M -$32.9M -6% 92
OCM
1954
One Capital Management
California
$528M +$18.7M +4% 172
MYIA
1955
Mount Yale Investment Advisors
Colorado
$528M +$61.9M +13% 1,032
EC
1956
Estate Counselors
Wisconsin
$528M -$11.1M -2% 76
OMC
1957
Overbrook Management Corp
New York
$528M +$43.4M +9% 79
KDA
1958
KPCB DGF Associates
California
$527M +$346M +192% 5
PHS
1959
Pekin Hardy Strauss
Illinois
$526M -$24M -4% 201
MHIC
1960
Marble Harbor Investment Counsel
Massachusetts
$525M +$19.8M +4% 155
MIM
1961
Monashee Investment Management
Massachusetts
$525M +$163M +45% 251
CCMD
1962
Cypress Capital Management (Delaware)
Delaware
$525M +$7.17M +1% 162
CIA
1963
CCM Investment Advisers
South Carolina
$525M +$11.7M +2% 90
OFM
1964
Okumus Fund Management
Cayman Islands
$525M +$72.4M +16% 7
AACA
1965
American Assets Capital Advisers
California
$524M +$36.8M +8% 31
SPC
1966
Stewart & Patten Company
California
$524M +$6.54M +1% 96
FP
1967
Flagship Pioneering
Massachusetts
$522M +$177M +51% 5
FFIC
1968
First Fiduciary Investment Counsel
Ohio
$521M +$18.1M +4% 49
MLIC
1969
Mandatum Life Insurance Company
Finland
$521M -$16.8M -3% 169
BJ
1970
Brouwer & Janachowski
California
$521M +$15.7M +3% 58
ACM
1971
Arosa Capital Management
Florida
$521M -$99.9M -16% 80
CNBT
1972
Canandaigua National Bank & Trust
New York
$521M -$262M -33% 406
GFA
1973
Gallagher Fiduciary Advisors
Illinois
$520M +$42.6M +9% 9
VFM
1974
Viking Fund Management
North Dakota
$520M -$7.45M -1% 133
MA
1975
MCF Advisors
Kentucky
$520M +$11.3M +2% 520