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
CCA
1951
Clearwater Capital Advisors
Illinois
$599M +$33.3M +6% 179
CP
1952
Centerbridge Partners
New York
$598M +$71.5M +14% 12
TWI
1953
Thomas White International
Illinois
$598M +$49.7M +9% 264
TIA
1954
Tandem Investment Advisors
South Carolina
$597M +$45.2M +8% 69
SWM
1955
SeaCrest Wealth Management
New York
$597M +$62.6M +12% 599
AWM
1956
Argent Wealth Management
Massachusetts
$597M 177
FM
1957
Frazier Management
Washington
$596M +$276M +86% 21
VDBMI
1958
Van Den Berg Management I
Texas
$596M +$18.3M +3% 69
IG
1959
Ithaka Group
Virginia
$596M -$111M -16% 39
ALSV
1960
ATP Life Science Ventures
New York
$596M 2
AIP
1961
ARS Investment Partners
New York
$595M +$38.3M +7% 120
BHMP
1962
Bardin Hill Management Partners
New York
$594M +$25.9M +5% 48
FFA
1963
Fragasso Financial Advisors
Pennsylvania
$594M +$54.9M +10% 134
FWP
1964
FAS Wealth Partners
Kansas
$594M +$46.8M +9% 298
SSG
1965
Summit Securities Group
New York
$594M +$334M +128% 334
SPC
1966
Stewart & Patten Company
California
$594M +$21.3M +4% 105
BCM
1967
Brigade Capital Management
New York
$593M -$76.4M -11% 56
AIM
1968
Astor Investment Management
Illinois
$592M -$32M -5% 62
CW
1969
CreativeOne Wealth
Kansas
$592M +$74.1M +14% 231
SWM
1970
Segment Wealth Management
Texas
$592M +$81.1M +16% 236
CNBT
1971
Canandaigua National Bank & Trust
New York
$592M +$25M +4% 292
PS
1972
Presima Securities
Quebec, Canada
$591M -$18.3M -3% 40
CLC
1973
Charles-Lim Capital
Hong Kong
$590M +$89.3M +18% 4
JHP
1974
James Hambro & Partners
United Kingdom
$590M +$89.9M +18% 53
NSEDCP
1975
NJ State Employees Deferred Compensation Plan
New Jersey
$589M +$42.3M +8% 547