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
TLA
1951
Tree Line Advisors
Hong Kong
$569M +$226M +66% 6
AGM
1952
Alpine Global Management
New York
$568M +$87.1M +18% 477
CWM
1953
Circle Wealth Management
New Jersey
$568M +$54.9M +11% 232
CBB
1954
Citizens Business Bank
California
$567M +$81.6M +17% 251
DCP
1955
Diameter Capital Partners
New York
$566M +$452M +397% 31
SC
1956
Skylands Capital
Wisconsin
$566M +$115M +26% 140
WAM
1957
Weatherly Asset Management
California
$566M +$108M +24% 176
BL
1958
Bleichroeder LP
New York
$565M +$183M +48% 79
SGDR
1959
SPX Gestao de Recursos
Brazil
$565M +$15.8M +3% 69
SF
1960
Summit Financial
New Jersey
$565M +$110M +24% 49
CA
1961
Callahan Advisors
Texas
$564M +$87.7M +18% 131
HCM
1962
Hengehold Capital Management
Ohio
$564M +$94.5M +20% 137
HH
1963
HSG Holding
Hong Kong
$563M +$131M +30% 13
PFC
1964
Phocas Financial Corp
California
$563M +$66M +13% 218
DWM
1965
Dakota Wealth Management
Florida
$563M +$111M +25% 287
PAM
1966
Private Asset Management
California
$563M +$87.3M +18% 137
BOPW
1967
Brandywine Oak Private Wealth
Pennsylvania
$563M +$78.3M +16% 271
JWM
1968
Jackson Wealth Management
Florida
$563M +$84.3M +18% 134
TAMH
1969
Taikang Asset Management (HK)
Hong Kong
$562M +$119M +27% 91
AAP
1970
Arax Advisory Partners
Colorado
$562M +$128M +29% 727
CIA
1971
CSat Investment Advisory
Michigan
$561M +$201M +56% 1,199
NB
1972
NBT Bank
New York
$561M +$71.7M +15% 217
AIP
1973
Almanack Investment Partners
Pennsylvania
$561M +$95.7M +21% 338
JMFC
1974
J.M. Forbes & Co
Massachusetts
$561M +$113M +25% 100
EPM
1975
Elm Partners Management
Pennsylvania
$560M +$106M +23% 45