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
EFS
1951
Essex Financial Services
Connecticut
$875M +$184M +27% 491
CIC
1952
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 638
FBFS
1953
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 164
MS
1954
Maven Securities
Jersey
$874M -$74.7M -8% 1,032
TW
1955
Transform Wealth
Colorado
$872M +$53.4M +7% 240
JC
1956
Jacobs & Co
California
$869M +$3.64M +0.4% 128
MYIA
1957
Mount Yale Investment Advisors
Colorado
$869M +$43.7M +5% 490
CC
1958
Cornerstone Capital
California
$868M -$13.8M -2% 95
ICM
1959
Indaba Capital Management
California
$867M -$58.8M -6% 78
AL
1960
Arnhold LLC
New York
$867M -$15.7M -2% 140
AGDR
1961
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 38
PWP
1962
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 322
BCM
1963
Bluefin Capital Management
New York
$865M -$571M -40% 676
BST
1964
Bath Savings Trust
Maine
$865M +$17.3M +2% 160
MFP
1965
Michael F. Price
$865M -$45.5M -5% 156
DWM
1966
Dakota Wealth Management
Florida
$864M +$30M +4% 370
MFIMFI
1967
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 153
HHAA
1968
Henry H. Armstrong Associates
Pennsylvania
$864M -$6.87M -0.8% 61
CCA
1969
Clearwater Capital Advisors
Illinois
$863M +$3.77M +0.4% 173
SCM
1970
Sandler Capital Management
New York
$862M -$274M -24% 126
BOPW
1971
Brandywine Oak Private Wealth
Pennsylvania
$861M +$4.28M +0.5% 356
PAM
1972
PSquared Asset Management
Switzerland
$861M -$529M -38% 16
IVMX
1973
Institutional Venture Management XVI
California
$860M -$14.2M -2% 5
RSWM
1974
Robertson Stephens Wealth Management
California
$860M +$27.4M +3% 353
TCM
1975
Tensile Capital Management
California
$859M -$23.2M -3% 18