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
JSAM
1951
J. Safra Asset Management
New York
$1.05B +$61.3M +6% 322
CNBT
1952
Canandaigua National Bank & Trust
New York
$1.05B +$128M +14% 348
AC
1953
Allstate Corporation
Illinois
$1.05B -$181M -15% 227
NPIC
1954
Neumeier Poma Investment Counsel
California
$1.05B -$42.5M -4% 44
CISOA
1955
Capital Investment Services of America
Wisconsin
$1.05B +$12.1M +1% 79
MGWM
1956
Marks Group Wealth Management
Minnesota
$1.05B +$98.1M +10% 307
SMC
1957
Smith, Moore & Co
Missouri
$1.05B +$77.6M +8% 477
PWMAG
1958
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05B +$78M +8% 374
CAM
1959
Cozad Asset Management
Illinois
$1.05B +$44.7M +4% 420
BW
1960
Browning West
California
$1.05B +$167M +19% 2
WDA
1961
Wendell David Associates
New Hampshire
$1.05B +$64.2M +7% 163
GGI
1962
Godsey & Gibb Inc
Virginia
$1.05B +$78.1M +8% 465
WTB
1963
Washington Trust Bank
Washington
$1.04B +$33.5M +3% 224
GC
1964
Globeflex Capital
California
$1.04B +$87.1M +9% 539
HHAA
1965
Henry H. Armstrong Associates
Pennsylvania
$1.04B +$42.2M +4% 63
TF
1966
Tompkins Financial
New York
$1.04B +$88.4M +9% 629
WHCM
1967
Wolf Hill Capital Management
Connecticut
$1.04B +$48M +5% 37
MYIA
1968
Mount Yale Investment Advisors
Colorado
$1.04B -$221M -17% 602
BC
1969
BIT Capital
Germany
$1.04B -$60.8M -6% 118
SWP
1970
Strategic Wealth Partners
Ohio
$1.04B +$82.6M +9% 306
WC
1971
Woodstock Corp
Massachusetts
$1.04B +$55.8M +6% 169
RA
1972
Rational Advisors
New York
$1.04B +$13.7M +1% 206
SC
1973
Strategy Capital
California
$1.04B +$20.8M +2% 11
AF
1974
Atlas FRM
Connecticut
$1.04B +$284M +38% 9
SAF
1975
Smith Anglin Financial
Texas
$1.04B +$48.9M +5% 219