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
AC
1951
Allstate Corporation
Illinois
$1.05B -$181M -15% 227
NPIC
1952
Neumeier Poma Investment Counsel
California
$1.05B -$42.5M -4% 44
CISOA
1953
Capital Investment Services of America
Wisconsin
$1.05B +$12.1M +1% 79
MGWM
1954
Marks Group Wealth Management
Minnesota
$1.05B +$98.1M +10% 307
SMC
1955
Smith, Moore & Co
Missouri
$1.05B +$77.6M +8% 477
PWMAG
1956
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05B +$78M +8% 374
CAM
1957
Cozad Asset Management
Illinois
$1.05B +$44.7M +4% 420
BW
1958
Browning West
California
$1.05B +$167M +19% 2
WDA
1959
Wendell David Associates
New Hampshire
$1.05B +$64.2M +7% 163
GGI
1960
Godsey & Gibb Inc
Virginia
$1.05B +$78.1M +8% 465
WTB
1961
Washington Trust Bank
Washington
$1.04B +$33.5M +3% 224
GC
1962
Globeflex Capital
California
$1.04B +$87.1M +9% 539
HHAA
1963
Henry H. Armstrong Associates
Pennsylvania
$1.04B +$42.2M +4% 63
TF
1964
Tompkins Financial
New York
$1.04B +$88.4M +9% 629
WHCM
1965
Wolf Hill Capital Management
Connecticut
$1.04B +$48M +5% 37
MYIA
1966
Mount Yale Investment Advisors
Colorado
$1.04B -$221M -17% 602
BC
1967
BIT Capital
Germany
$1.04B -$60.8M -6% 118
SWP
1968
Strategic Wealth Partners
Ohio
$1.04B +$82.6M +9% 306
WC
1969
Woodstock Corp
Massachusetts
$1.04B +$55.8M +6% 169
RA
1970
Rational Advisors
New York
$1.04B +$13.7M +1% 206
SC
1971
Strategy Capital
California
$1.04B +$20.8M +2% 11
AF
1972
Atlas FRM
Connecticut
$1.04B +$284M +38% 9
SAF
1973
Smith Anglin Financial
Texas
$1.04B +$48.9M +5% 219
DWM
1974
Diversify Wealth Management
Utah
$1.04B +$234M +29% 504
USGIU
1975
U.S. Global Investors (USGI)
Texas
$1.04B -$16.4M -2% 158