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
UIC
1951
Uniplan Investment Counsel
Wisconsin
$1.08B -$70.1M -6% 138
TF
1952
Tompkins Financial
New York
$1.08B +$31.9M +3% 610
COCM
1953
Charter Oak Capital Management
New Hampshire
$1.07B +$4.01M +0.4% 192
DCM
1954
Dupont Capital Management
Delaware
$1.07B -$125M -10% 144
CAM
1955
Cozad Asset Management
Illinois
$1.07B +$25.6M +2% 421
RW
1956
RVW Wealth
California
$1.07B -$4.61M -0.4% 162
FFBTD
1957
First Financial Bank - Trust Division
Ohio
$1.07B -$19.7M -2% 215
AIM
1958
Anchor Investment Management
South Carolina
$1.07B +$12.1M +1% 1,080
PWMAG
1959
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07B +$22.8M +2% 379
NGA
1960
Naples Global Advisors
Florida
$1.07B -$6.44M -0.6% 409
HIA
1961
Harbor Investment Advisory
Maryland
$1.07B +$55.5M +5% 1,183
CUAMC
1962
China Universal Asset Management Company
China
$1.07B +$162M +18% 532
CIS
1963
Connors Investor Services
Pennsylvania
$1.07B +$33.9M +3% 172
JAFL
1964
Jay A. Fishman Ltd
Michigan
$1.07B +$59.8M +6% 87
BSB
1965
Bangor Savings Bank
Maine
$1.07B +$2.97M +0.3% 579
SAF
1966
Smith Anglin Financial
Texas
$1.07B +$27.2M +3% 228
APW
1967
Austin Private Wealth
Texas
$1.07B +$44.7M +4% 271
LCM
1968
Lakewood Capital Management
New York
$1.07B -$164M -13% 49
SCB
1969
Saudi Central Bank
Saudi Arabia
$1.06B +$27.9M +3% 7
MCP
1970
Meridiem Capital Partners
Texas
$1.06B 67
FACM
1971
Forest Avenue Capital Management
Florida
$1.06B +$240M +29% 30
LNB
1972
Ledyard National Bank
$1.06B -$30.6M -3% 225
CA
1973
Callahan Advisors
Texas
$1.06B +$36.1M +4% 171
HCM
1974
Hengehold Capital Management
Ohio
$1.06B +$7.84M +0.7% 209
JSC
1975
J. Stern & Co
United Kingdom
$1.06B +$123M +13% 45