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
MAM
1951
Mastrapasqua Asset Management
Tennessee
$734M -$158M -18% 157
COCM
1952
Charter Oak Capital Management
New Hampshire
$734M -$84.2M -10% 1,064
CG
1953
Cutler Group
California
$734M -$338M -32% 2,758
AAIM
1954
Asset Advisors Investment Management
Georgia
$733M -$163M -18% 91
AF
1955
Arrow Financial
New York
$733M -$102M -12% 381
AF
1956
Ally Financial
Michigan
$733M -$135M -16% 126
SFO
1957
Stokes Family Office
Louisiana
$733M -$20.6M -3% 296
WB
1958
Webster Bank
Connecticut
$733M -$130M -15% 555
QCMNJ
1959
Quantum Capital Management (New Jersey)
New Jersey
$732M -$75.8M -9% 34
AIP
1960
ARS Investment Partners
New York
$732M -$305M -29% 182
CCA
1961
Clearwater Capital Advisors
Illinois
$732M -$141M -16% 171
SC
1962
Sasco Capital
Connecticut
$730M -$72.7M -9% 51
NCM
1963
Narwhal Capital Management
Georgia
$729M -$125M -15% 165
RWM
1964
RKL Wealth Management
Pennsylvania
$729M -$104M -12% 149
BCM
1965
Bluefin Capital Management
New York
$729M -$168M -19% 573
SCM
1966
SIR Capital Management
New York
$729M +$160M +28% 98
AWAG
1967
ARS Wealth Advisors Group
Florida
$728M +$155M +27% 164
PCA
1968
Pallas Capital Advisors
Massachusetts
$727M -$56M -7% 248
CT
1969
Caldwell Trust
Florida
$727M -$113M -13% 769
MOS
1970
MGO One Seven
Ohio
$725M -$205M -22% 730
SIM
1971
Sandia Investment Management
Massachusetts
$725M +$21.1M +3% 330
OC
1972
Oakmont Corp
California
$724M -$352M -33% 35
BCM
1973
BlueCrest Capital Management
Jersey
$724M -$494M -41% 303
FI
1974
Fosun International
China
$722M -$436M -38% 215
CAM
1975
Carret Asset Management
New York
$721M -$153M -17% 305