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
NEWAS
1951
N.E.W. Advisory Services
Wisconsin
$1.05B +$38.7M +4% 196
PNAA
1952
Pictet North America Advisors
Switzerland
$1.05B +$41.8M +4% 150
BGM
1953
Burkehill Global Management
New York
$1.05B 38
FI
1954
FJ Investments
Utah
$1.05B +$40.3M +4% 4
CISOA
1955
Capital Investment Services of America
Wisconsin
$1.05B +$1.1M +0.1% 78
CPA
1956
Cardiff Park Advisors
California
$1.05B -$58.7M -5% 352
PIM
1957
Provident Investment Management
Michigan
$1.05B -$74M -7% 79
LCS
1958
Levin Capital Strategies
New York
$1.05B +$13.1M +1% 257
CS
1959
Central Securities
New York
$1.05B +$16.5M +2% 29
FLAM
1960
First Light Asset Management
Minnesota
$1.05B -$157M -13% 47
DE
1961
Diversified Enterprises
Delaware
$1.04B +$133M +15% 244
ZIG
1962
Zuckerman Investment Group
Illinois
$1.04B +$68.5M +7% 161
WTB
1963
Washington Trust Bank
Washington
$1.04B -$3.44M -0.3% 226
GL
1964
GTCR LLC
Illinois
$1.04B -$243M -19% 4
CIAS
1965
Capital Investment Advisory Services
North Carolina
$1.04B -$15.3M -1% 1,019
JMFC
1966
J.M. Forbes & Co
Massachusetts
$1.04B +$15M +1% 144
ZA
1967
Zazove Associates
Nevada
$1.04B +$103M +11% 148
LI
1968
LRI Investments
Florida
$1.04B +$7.39M +0.7% 1,180
WC
1969
Woodstock Corp
Massachusetts
$1.04B -$1.22M -0.1% 167
MFG
1970
Magnus Financial Group
New York
$1.04B +$51.6M +5% 381
AIP
1971
AE Industrial Partners
Florida
$1.03B 5
PTC
1972
Petrus Trust Company
Texas
$1.03B +$7.36M +0.7% 772
NPIC
1973
Neumeier Poma Investment Counsel
California
$1.03B -$18.1M -2% 48
LA
1974
Legacy Advisors
Pennsylvania
$1.03B +$107M +12% 428
CA
1975
CGN Advisors
Kansas
$1.03B +$34.6M +3% 298