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
WP
1951
WealthPLAN Partners
Nebraska
$548M +$59.9M +12% 295
RM
1952
Resource Management
Louisiana
$547M +$33.7M +7% 142
SC
1953
Sageview Capital
Connecticut
$547M -$285M -34% 2
FM
1954
Frazier Management
Washington
$546M +$63.4M +13% 17
SPC
1955
Stewart & Patten Company
California
$546M +$22M +4% 97
WAP
1956
Wealthcare Advisory Partners
Pennsylvania
$545M +$34.5M +7% 1,357
LFDLE
1957
La Financiere de L'Echiquier
France
$544M +$135M +33% 43
BCVI
1958
Bain Capital Venture Investors
Massachusetts
$544M +$94.8M +21% 7
CGM
1959
Centenus Global Management
New York
$544M +$38.7M +8% 164
SAAM
1960
Solus Alternative Asset Management
New Jersey
$544M +$129M +31% 13
HCM
1961
Horan Capital Management
Maryland
$543M +$32.2M +6% 68
NG
1962
NatWest Group
United Kingdom
$543M +$56.9M +12% 77
MGM
1963
Miura Global Management
New York
$543M +$119M +28% 25
JAM
1964
Jacobs Asset Management
New York
$543M -$14M -3% 60
HF
1965
HRT Financial
New York
$543M +$304M +127% 509
CIA
1966
CCM Investment Advisers
South Carolina
$542M +$17.6M +3% 93
AWS
1967
AJ Wealth Strategies
New York
$540M +$55.4M +11% 111
BSB
1968
Bangor Savings Bank
Maine
$539M +$21.6M +4% 169
FHA
1969
Flagship Harbor Advisors
Massachusetts
$539M +$39.6M +8% 2,215
CA
1970
Callahan Advisors
Texas
$539M +$31.6M +6% 145
FBP
1971
Flippin Bruce & Porter
Virginia
$538M +$56.8M +12% 77
DIGDR
1972
Dynamo Internacional Gestao de Recursos
Brazil
$538M -$63.8M -11% 8
UONDDL
1973
University of Notre Dame du Lac
Indiana
$538M +$21.3M +4% 83
KPCM
1974
Kings Point Capital Management
New York
$537M +$29.2M +6% 375
PFS
1975
Prospera Financial Services
Texas
$536M -$202M -27% 465