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
KFA
1951
Kays Financial Advisory
Georgia
$622M +$48.8M +8% 87
LIM
1952
Lingotto Investment Management
United Kingdom
$622M +$12.4M +2% 9
KC
1953
KCL Capital
New York
$622M +$349M +127% 99
WCP
1954
Waterfront Capital Partners
New York
$622M +$22.4M +4% 61
AF
1955
Ally Financial
Michigan
$621M +$13.7M +2% 121
M
1956
Mirova
France
$621M +$186M +43% 230
AWMS
1957
Advocacy Wealth Management Services
Georgia
$621M +$127M +26% 140
DTL
1958
Dynamic Technology Lab
Singapore
$621M -$43.6M -7% 1,508
DWM
1959
Dakota Wealth Management
Florida
$621M +$57.9M +10% 301
RCYC
1960
Richard C. Young & Co
Rhode Island
$620M +$20.1M +3% 88
AACA
1961
American Assets Capital Advisers
California
$620M +$100M +19% 36
TW
1962
Transform Wealth
Colorado
$620M +$36.4M +6% 237
WAM
1963
Weatherly Asset Management
California
$620M +$54.1M +10% 183
OFG
1964
Oxford Financial Group
Indiana
$620M +$30.1M +5% 204
HCM
1965
Hengehold Capital Management
Ohio
$619M +$55.9M +10% 140
WC
1966
Woodstock Corp
Massachusetts
$619M +$32.6M +6% 162
NCM
1967
Narwhal Capital Management
Georgia
$619M +$41.7M +7% 156
SFG
1968
SNS Financial Group
Minnesota
$619M +$85.8M +16% 193
DLPIC
1969
Davide Leone & Partners Investment Company
United Kingdom
$619M -$91.4M -13% 24
MCM
1970
Maple Capital Management
Vermont
$617M +$107M +21% 105
OC
1971
Oakworth Capital
Alabama
$617M +$60M +11% 635
IA
1972
IFG Advisory
Georgia
$616M +$61.1M +11% 422
SWM
1973
Segment Wealth Management
Texas
$616M +$75M +14% 210
CIA
1974
CCM Investment Advisers
South Carolina
$616M +$28.9M +5% 69
AFA
1975
American Financial Advisors
Georgia
$615M -$9.2M -1% 112