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
BCM
1951
BTR Capital Management
California
$475M -$100M -17% 184
HMC
1952
Harvard Management Company
Massachusetts
$475M +$82.6M +21% 20
AIM
1953
Axiom Investment Management
New York
$474M 352
SLF
1954
Sun Life Financial
Ontario, Canada
$474M -$77.4M -14% 646
CI
1955
CX Institutional
Indiana
$474M +$171M +57% 573
JCI
1956
Jet Capital Investors
New York
$473M -$304M -39% 33
NC
1957
NewSquare Capital
Pennsylvania
$473M -$53.5M -10% 385
CNBT
1958
Canandaigua National Bank & Trust
New York
$473M -$88.7M -16% 367
CANY
1959
Caxton Associates (New York)
New York
$473M -$458M -49% 513
FIA
1960
Foundations Investment Advisors
Arizona
$473M +$62.1M +15% 138
HR
1961
Howe & Rusling
New York
$473M -$126M -21% 958
AIP
1962
ARS Investment Partners
New York
$473M -$173M -27% 125
BC
1963
Blackstart Capital
New York
$472M +$33.1M +8% 37
PP
1964
Parplus Partners
New York
$471M 1
LWA
1965
Lenox Wealth Advisors
New York
$471M -$21.5M -4% 440
DAS
1966
Dynamic Advisor Solutions
Arizona
$471M -$11.5M -2% 456
PP
1967
PagnatoKarp Partners
Virginia
$470M +$133M +39% 184
SWM
1968
SigFig Wealth Management
California
$470M -$13.6M -3% 47
IVAV
1969
Index Venture Associates VI
Jersey
$470M 1
BC
1970
Bruce & Co
Illinois
$470M -$46.4M -9% 50
PC
1971
PM Capital
Australia
$469M -$115M -20% 26
ACP
1972
Atalan Capital Partners
New York
$469M +$48.4M +12% 11
CGA
1973
Crescent Grove Advisors
Illinois
$469M +$6.3M +1% 170
RCYC
1974
Richard C. Young & Co
Rhode Island
$468M -$57.3M -11% 72
CA
1975
Callahan Advisors
Texas
$468M -$70.6M -13% 142