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
SMC
1951
Smith, Moore & Co
Missouri
$1.05B +$77.6M +8% 477
PWMAG
1952
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05B +$78M +8% 374
CAM
1953
Cozad Asset Management
Illinois
$1.05B +$44.7M +4% 420
BW
1954
Browning West
California
$1.05B +$167M +19% 2
WDA
1955
Wendell David Associates
New Hampshire
$1.05B +$64.2M +7% 163
GGI
1956
Godsey & Gibb Inc
Virginia
$1.05B +$78.1M +8% 465
WTB
1957
Washington Trust Bank
Washington
$1.04B +$33.5M +3% 224
GC
1958
Globeflex Capital
California
$1.04B +$87.1M +9% 539
HHAA
1959
Henry H. Armstrong Associates
Pennsylvania
$1.04B +$42.2M +4% 63
TF
1960
Tompkins Financial
New York
$1.04B +$88.4M +9% 629
WHCM
1961
Wolf Hill Capital Management
Connecticut
$1.04B +$48M +5% 37
MYIA
1962
Mount Yale Investment Advisors
Colorado
$1.04B -$221M -17% 602
BC
1963
BIT Capital
Germany
$1.04B -$60.8M -6% 118
SWP
1964
Strategic Wealth Partners
Ohio
$1.04B +$82.6M +9% 306
WC
1965
Woodstock Corp
Massachusetts
$1.04B +$55.8M +6% 169
RA
1966
Rational Advisors
New York
$1.04B +$13.7M +1% 206
SC
1967
Strategy Capital
California
$1.04B +$20.8M +2% 11
AF
1968
Atlas FRM
Connecticut
$1.04B +$284M +38% 9
SAF
1969
Smith Anglin Financial
Texas
$1.04B +$48.9M +5% 219
DWM
1970
Diversify Wealth Management
Utah
$1.04B +$234M +29% 504
USGIU
1971
U.S. Global Investors (USGI)
Texas
$1.04B -$16.4M -2% 158
SCB
1972
Saudi Central Bank
Saudi Arabia
$1.04B +$44.5M +4% 7
LCS
1973
Levin Capital Strategies
New York
$1.03B +$88.1M +9% 257
CCM
1974
Coliseum Capital Management
Connecticut
$1.03B -$87.9M -8% 16
CIS
1975
Connors Investor Services
Pennsylvania
$1.03B +$72.2M +8% 168