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
JMFC
1951
J.M. Forbes & Co
Massachusetts
$625M +$64.4M +11% 105
CC
1952
Centiva Capital
New York
$625M +$183M +41% 811
JLBC
1953
J.L. Bainbridge & Co
Florida
$625M +$80.2M +15% 79
SWM
1954
SeaCrest Wealth Management
New York
$624M +$45.4M +8% 627
FC
1955
Fairpointe Capital
Illinois
$624M -$62.7M -9% 80
MYIA
1956
Mount Yale Investment Advisors
Colorado
$623M +$64.6M +12% 384
NC
1957
NewSquare Capital
Pennsylvania
$623M +$36.8M +6% 440
KFA
1958
Kays Financial Advisory
Georgia
$622M +$48.8M +8% 87
LIM
1959
Lingotto Investment Management
United Kingdom
$622M +$12.4M +2% 9
KC
1960
KCL Capital
New York
$622M +$349M +127% 99
WCP
1961
Waterfront Capital Partners
New York
$622M +$22.4M +4% 61
AF
1962
Ally Financial
Michigan
$621M +$13.7M +2% 121
M
1963
Mirova
France
$621M +$186M +43% 230
AWMS
1964
Advocacy Wealth Management Services
Georgia
$621M +$127M +26% 140
DTL
1965
Dynamic Technology Lab
Singapore
$621M -$43.6M -7% 1,508
DWM
1966
Dakota Wealth Management
Florida
$621M +$57.9M +10% 301
RCYC
1967
Richard C. Young & Co
Rhode Island
$620M +$20.1M +3% 88
AACA
1968
American Assets Capital Advisers
California
$620M +$100M +19% 36
TW
1969
Transform Wealth
Colorado
$620M +$36.4M +6% 237
WAM
1970
Weatherly Asset Management
California
$620M +$54.1M +10% 183
OFG
1971
Oxford Financial Group
Indiana
$620M +$30.1M +5% 204
HCM
1972
Hengehold Capital Management
Ohio
$619M +$55.9M +10% 140
WC
1973
Woodstock Corp
Massachusetts
$619M +$32.6M +6% 162
NCM
1974
Narwhal Capital Management
Georgia
$619M +$41.7M +7% 156
SFG
1975
SNS Financial Group
Minnesota
$619M +$85.8M +16% 193