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
CEI
1951
Clark Estates Inc
New York
$572M +$80.2M +16% 114
CAMG
1952
CWA Asset Management Group
Florida
$571M +$46.1M +9% 263
AIC
1953
AWM Investment Company
New York
$571M +$193M +51% 101
FFIC
1954
First Fiduciary Investment Counsel
Ohio
$570M +$192M +51% 64
QCMNJ
1955
Quantum Capital Management (New Jersey)
New Jersey
$570M +$134M +31% 37
WAS
1956
Wesleyan Assurance Society
United Kingdom
$569M +$99.8M +21% 94
BWA
1957
BDO Wealth Advisors
Florida
$569M +$74.4M +15% 807
TLA
1958
Tree Line Advisors
Hong Kong
$569M +$226M +66% 6
AGM
1959
Alpine Global Management
New York
$568M +$87.1M +18% 477
CWM
1960
Circle Wealth Management
New Jersey
$568M +$54.9M +11% 232
CBB
1961
Citizens Business Bank
California
$567M +$81.6M +17% 251
DCP
1962
Diameter Capital Partners
New York
$566M +$452M +397% 31
SC
1963
Skylands Capital
Wisconsin
$566M +$115M +26% 140
WAM
1964
Weatherly Asset Management
California
$566M +$108M +24% 176
BL
1965
Bleichroeder LP
New York
$565M +$183M +48% 79
SGDR
1966
SPX Gestao de Recursos
Brazil
$565M +$15.8M +3% 69
SF
1967
Summit Financial
New Jersey
$565M +$110M +24% 49
CA
1968
Callahan Advisors
Texas
$564M +$87.7M +18% 131
HCM
1969
Hengehold Capital Management
Ohio
$564M +$94.5M +20% 137
HH
1970
HSG Holding
Hong Kong
$563M +$131M +30% 13
PFC
1971
Phocas Financial Corp
California
$563M +$66M +13% 218
DWM
1972
Dakota Wealth Management
Florida
$563M +$111M +25% 287
PAM
1973
Private Asset Management
California
$563M +$87.3M +18% 137
BOPW
1974
Brandywine Oak Private Wealth
Pennsylvania
$563M +$78.3M +16% 271
JWM
1975
Jackson Wealth Management
Florida
$563M +$84.3M +18% 134