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
CPA
1951
Cardiff Park Advisors
California
$1.03B -$14.9M -1% 352
JMFC
1952
J.M. Forbes & Co
Massachusetts
$1.03B -$6.47M -0.6% 146
MFG
1953
Magnus Financial Group
New York
$1.03B -$3.1M -0.3% 389
HHAA
1954
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$31.3M +3% 60
FFBTD
1955
First Financial Bank - Trust Division
Ohio
$1.03B -$40.3M -4% 215
SC
1956
Shellback Capital
Massachusetts
$1.03B -$420M -29% 143
UIC
1957
Uniplan Investment Counsel
Wisconsin
$1.03B -$48.2M -4% 188
HIA
1958
Harbor Investment Advisory
Maryland
$1.03B -$41.4M -4% 1,199
ET
1959
Entropy Technologies
New York
$1.03B +$56.2M +6% 1,041
GC
1960
Greenvale Capital
United Kingdom
$1.03B -$195M -16% 19
WCWM
1961
Willow Creek Wealth Management
California
$1.03B +$46M +5% 161
PCM
1962
Penn Capital Management
Pennsylvania
$1.03B +$6.84M +0.7% 194
NWM
1963
Nicola Wealth Management
British Columbia, Canada
$1.03B -$30.7M -3% 124
CHP
1964
Cable Hill Partners
Oregon
$1.02B +$32.3M +3% 253
SAW
1965
Signal Advisors Wealth
Michigan
$1.02B +$139M +16% 470
CA
1966
CGN Advisors
Kansas
$1.02B -$7.23M -0.7% 298
PL
1967
Parkwood LLC
Ohio
$1.02B +$209M +26% 100
RC
1968
Rivulet Capital
New Jersey
$1.02B +$55.2M +6% 15
BOPW
1969
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$3.93M -0.4% 234
GGI
1970
Godsey & Gibb Inc
Virginia
$1.02B +$16M +2% 410
FA
1971
Fiduciary Alliance
South Carolina
$1.02B +$28.3M +3% 406
FBFS
1972
First Business Financial Services
Wisconsin
$1.02B +$5.53M +0.5% 177
WIM
1973
WealthPlan Investment Management
Nebraska
$1.02B +$3.4M +0.3% 284
WC
1974
Woodstock Corp
Massachusetts
$1.01B -$25.7M -2% 156
IB
1975
Intrust Bank
Kansas
$1.01B +$24.7M +3% 402