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
SWM
1951
SeaCrest Wealth Management
New York
$597M +$62.6M +12% 599
AWM
1952
Argent Wealth Management
Massachusetts
$597M 177
FM
1953
Frazier Management
Washington
$596M +$276M +86% 21
VDBMI
1954
Van Den Berg Management I
Texas
$596M +$18.3M +3% 69
IG
1955
Ithaka Group
Virginia
$596M -$111M -16% 39
AIP
1956
ARS Investment Partners
New York
$595M +$38.3M +7% 120
BHMP
1957
Bardin Hill Management Partners
New York
$594M +$25.9M +5% 48
FFA
1958
Fragasso Financial Advisors
Pennsylvania
$594M +$54.9M +10% 134
FWP
1959
FAS Wealth Partners
Kansas
$594M +$46.8M +9% 298
SSG
1960
Summit Securities Group
New York
$594M +$334M +128% 334
SPC
1961
Stewart & Patten Company
California
$594M +$21.3M +4% 105
BCM
1962
Brigade Capital Management
New York
$593M -$76.4M -11% 56
AIM
1963
Astor Investment Management
Illinois
$592M -$32M -5% 62
CW
1964
CreativeOne Wealth
Kansas
$592M +$74.1M +14% 231
SWM
1965
Segment Wealth Management
Texas
$592M +$81.1M +16% 236
CNBT
1966
Canandaigua National Bank & Trust
New York
$592M +$25M +4% 292
PS
1967
Presima Securities
Quebec, Canada
$591M -$18.3M -3% 40
CLC
1968
Charles-Lim Capital
Hong Kong
$590M +$89.3M +18% 4
JHP
1969
James Hambro & Partners
United Kingdom
$590M +$89.9M +18% 53
NSEDCP
1970
NJ State Employees Deferred Compensation Plan
New Jersey
$589M +$42.3M +8% 547
CU
1971
CDAM (UK)
United Kingdom
$589M +$27.4M +5% 15
SF
1972
Summit Financial
New Jersey
$589M -$1.41M -0.2% 47
AI
1973
Accredited Investors
Minnesota
$589M +$69.4M +13% 152
HCM
1974
Hengehold Capital Management
Ohio
$589M +$43.2M +8% 137
TF
1975
Trek Financial
Arizona
$588M -$119M -17% 127