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
TIM
1951
Triodos Investment Management
Netherlands
$700M -$10.3M -1% 48
MMC
1952
Mizuho Markets Cayman
Cayman Islands
$699M +$113M +19% 57
RI
1953
RWWM Inc
California
$699M -$51.8M -7% 14
HEC
1954
Hudson Executive Capital
New York
$698M -$90M -11% 9
LOAMU
1955
Lombard Odier Asset Management (USA)
New York
$698M +$222M +46% 408
AIM
1956
Aigen Investment Management
New York
$697M +$102M +17% 823
CA
1957
Callahan Advisors
Texas
$696M -$54.9M -7% 147
WAM
1958
Weatherly Asset Management
California
$696M -$22.2M -3% 182
JC
1959
Jacobs & Co
California
$696M -$51.1M -7% 125
RWM
1960
RKL Wealth Management
Pennsylvania
$694M -$34.8M -5% 139
PWPCM
1961
Perella Weinberg Partners Capital Management
New York
$694M -$78.5M -10% 30
NA
1962
Nottingham Advisors
New York
$694M -$43.4M -6% 135
SCM
1963
Simcoe Capital Management
New York
$693M -$11.4M -2% 18
WA
1964
WBH Advisory
Maryland
$693M -$56.4M -8% 309
FTS
1965
Fifth Third Securities
Ohio
$692M -$36.7M -5% 199
CWM
1966
Campbell Wealth Management
Virginia
$692M -$22.1M -3% 77
SC
1967
Shellback Capital
Massachusetts
$692M +$116M +20% 102
JAFL
1968
Jay A. Fishman Ltd
Michigan
$691M -$42.5M -6% 92
MAM
1969
Mastrapasqua Asset Management
Tennessee
$691M -$42.8M -6% 155
NFG
1970
Nations Financial Group
Iowa
$691M -$54.3M -7% 568
TLFA
1971
True Link Financial Advisors
California
$690M +$28.6M +4% 135
WB
1972
Webster Bank
Connecticut
$690M -$42.8M -6% 544
NCM
1973
Narwhal Capital Management
Georgia
$690M -$39.2M -5% 159
SS
1974
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 727
HIC
1975
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 90