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
ORI
1951
Oak Ridge Investments
Illinois
$991M +$122M +14% 155
CAM
1952
Crake Asset Management
United Kingdom
$991M -$58.1M -6% 19
CS
1953
Central Securities
New York
$990M +$69.5M +8% 28
WDA
1954
Wendell David Associates
New Hampshire
$990M +$61.3M +7% 166
LF
1955
Longbow Finance
Switzerland
$989M +$3.91M +0.4% 96
DIP
1956
DT Investment Partners
Pennsylvania
$989M +$63.9M +7% 480
TWM
1957
Tradition Wealth Management
Minnesota
$988M +$32.1M +3% 1,308
TAM
1958
Taurus Asset Management
New York
$987M +$61.4M +7% 89
MW
1959
Marcum Wealth
Ohio
$986M +$46.5M +5% 433
LCS
1960
Levin Capital Strategies
New York
$986M +$84.6M +9% 279
SC
1961
Strategy Capital
California
$985M +$65.2M +7% 10
NAS
1962
Nicolet Advisory Services
Wisconsin
$985M +$54.7M +6% 358
LWM
1963
Lyell Wealth Management
California
$984M +$104M +12% 205
MAS
1964
Meeder Advisory Services
Ohio
$983M +$110M +13% 460
FCM
1965
FJ Capital Management
Virginia
$983M -$13.3M -1% 129
TBA
1966
Tower Bridge Advisors
Pennsylvania
$983M -$180M -15% 232
TFA
1967
Transamerica Financial Advisors
Florida
$982M +$258M +36% 702
NC
1968
Nitorum Capital
New York
$982M +$47.4M +5% 30
AMI
1969
Amica Mutual Insurance
Rhode Island
$981M +$55.5M +6% 130
6CM
1970
683 Capital Management
New York
$981M -$18.3M -2% 269
CCA
1971
Conservest Capital Advisors
Pennsylvania
$980M +$39.8M +4% 114
FNFDCM
1972
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$980M +$62.7M +7% 170
BSB
1973
Bangor Savings Bank
Maine
$978M +$60.5M +7% 526
MBA
1974
Maple-Brown Abbott
Australia
$977M -$4.5M -0.5% 14
II
1975
Inspire Investing
Idaho
$977M +$68.1M +7% 887