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
SFO
1951
Stokes Family Office
Louisiana
$733M -$20.6M -3% 296
WB
1952
Webster Bank
Connecticut
$733M -$130M -15% 555
QCMNJ
1953
Quantum Capital Management (New Jersey)
New Jersey
$732M -$75.8M -9% 34
AIP
1954
ARS Investment Partners
New York
$732M -$305M -29% 182
CCA
1955
Clearwater Capital Advisors
Illinois
$732M -$141M -16% 171
SC
1956
Sasco Capital
Connecticut
$730M -$72.7M -9% 51
NCM
1957
Narwhal Capital Management
Georgia
$729M -$125M -15% 165
RWM
1958
RKL Wealth Management
Pennsylvania
$729M -$104M -12% 149
BCM
1959
Bluefin Capital Management
New York
$729M -$168M -19% 572
SCM
1960
SIR Capital Management
New York
$729M +$160M +28% 98
AWAG
1961
ARS Wealth Advisors Group
Florida
$728M +$155M +27% 164
PCA
1962
Pallas Capital Advisors
Massachusetts
$727M -$56M -7% 248
CT
1963
Caldwell Trust
Florida
$727M -$113M -13% 768
MOS
1964
MGO One Seven
Ohio
$725M -$205M -22% 730
SIM
1965
Sandia Investment Management
Massachusetts
$725M +$21.1M +3% 330
OC
1966
Oakmont Corp
California
$724M -$352M -33% 35
BCM
1967
BlueCrest Capital Management
Jersey
$724M -$494M -41% 303
FI
1968
Fosun International
China
$722M -$436M -38% 215
CAM
1969
Carret Asset Management
New York
$721M -$153M -17% 304
NTCM
1970
Nine Ten Capital Management
Illinois
$721M -$47.2M -6% 10
WC
1971
Woodstock Corp
Massachusetts
$720M -$133M -16% 180
MCM
1972
Murphy Capital Management
New Jersey
$720M -$143M -17% 227
WAM
1973
Weatherly Asset Management
California
$718M -$137M -16% 198
FTDI
1974
First Trust Direct Indexing
Massachusetts
$718M -$105M -13% 713
GLA
1975
Good Life Advisors
Pennsylvania
$718M -$83.2M -10% 412