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
BWA
1951
BDO Wealth Advisors
Florida
$569M +$74.4M +15% 807
TLA
1952
Tree Line Advisors
Hong Kong
$569M +$226M +66% 6
AGM
1953
Alpine Global Management
New York
$568M +$87.1M +18% 477
CWM
1954
Circle Wealth Management
New Jersey
$568M +$54.9M +11% 232
CBB
1955
Citizens Business Bank
California
$567M +$81.6M +17% 251
DCP
1956
Diameter Capital Partners
New York
$566M +$452M +397% 31
SC
1957
Skylands Capital
Wisconsin
$566M +$115M +26% 140
WAM
1958
Weatherly Asset Management
California
$566M +$108M +24% 176
BL
1959
Bleichroeder LP
New York
$565M +$183M +48% 79
SGDR
1960
SPX Gestao de Recursos
Brazil
$565M +$15.8M +3% 69
SF
1961
Summit Financial
New Jersey
$565M +$110M +24% 49
CA
1962
Callahan Advisors
Texas
$564M +$87.7M +18% 131
HCM
1963
Hengehold Capital Management
Ohio
$564M +$94.5M +20% 137
HH
1964
HSG Holding
Hong Kong
$563M +$131M +30% 13
PFC
1965
Phocas Financial Corp
California
$563M +$66M +13% 218
DWM
1966
Dakota Wealth Management
Florida
$563M +$111M +25% 287
PAM
1967
Private Asset Management
California
$563M +$87.3M +18% 137
BOPW
1968
Brandywine Oak Private Wealth
Pennsylvania
$563M +$78.3M +16% 271
JWM
1969
Jackson Wealth Management
Florida
$563M +$84.3M +18% 134
TAMH
1970
Taikang Asset Management (HK)
Hong Kong
$562M +$119M +27% 91
AAP
1971
Arax Advisory Partners
Colorado
$562M +$128M +29% 727
CIA
1972
CSat Investment Advisory
Michigan
$561M +$201M +56% 1,199
NB
1973
NBT Bank
New York
$561M +$71.7M +15% 217
AIP
1974
Almanack Investment Partners
Pennsylvania
$561M +$95.7M +21% 338
JMFC
1975
J.M. Forbes & Co
Massachusetts
$561M +$113M +25% 100