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
DA
1951
Denali Advisors
California
$460M -$245M -35% 376
MWM
1952
Merriman Wealth Management
Washington
$460M -$59.1M -11% 218
F
1953
F3Logic
Minnesota
$460M -$68.3M -13% 174
SCM
1954
Silvant Capital Management
Georgia
$459M -$89.4M -16% 344
SPC
1955
Stewart & Patten Company
California
$459M -$135M -23% 104
CWM
1956
Campbell Wealth Management
Virginia
$458M -$39.4M -8% 68
IA
1957
Icon Advisers
Colorado
$458M -$244M -35% 307
RBCM
1958
Raub Brock Capital Management
California
$458M -$112M -20% 68
WAM
1959
Weatherly Asset Management
California
$457M -$66.1M -13% 182
VCM
1960
V3 Capital Management
Texas
$457M -$14.2M -3% 23
AGC
1961
Angelo Gordon & Co
New York
$457M -$178M -28% 98
SAM
1962
Silverback Asset Management
North Carolina
$457M +$4.25M +0.9% 61
TCM
1963
Twele Capital Management
Minnesota
$457M -$77.3M -14% 46
BHMP
1964
Bardin Hill Management Partners
New York
$457M -$138M -23% 48
JAFL
1965
Jay A. Fishman Ltd
Michigan
$456M -$124M -21% 86
MGAM
1966
McGowan Group Asset Management
Texas
$456M -$132M -22% 96
OCM
1967
Olstein Capital Management
New York
$456M -$189M -29% 114
TI
1968
Trigran Investments
Illinois
$455M -$101M -18% 21
SF
1969
Summit Financial
New Jersey
$455M -$134M -23% 49
CIP
1970
CAS Investment Partners
Connecticut
$455M -$153M -25% 6
BFG
1971
Beacon Financial Group
Texas
$455M -$343M -43% 187
EPM
1972
Elm Partners Management
Pennsylvania
$455M -$1.97M -0.4% 43
TIP
1973
Torray Investment Partners
Maryland
$453M -$128M -22% 111
AM
1974
Atreides Management
Massachusetts
$452M +$38.8M +9% 32
DWM
1975
Dakota Wealth Management
Florida
$452M -$166M -27% 341