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
EFG
1951
Ethos Financial Group
Pennsylvania
$1.05B +$279M +36% 525
TF
1952
Tompkins Financial
New York
$1.05B -$30.1M -3% 589
JSC
1953
J. Stern & Co
United Kingdom
$1.04B -$18.2M -2% 40
LLL
1954
Lynrock Lake LP
New York
$1.04B -$410M -28% 33
MGWM
1955
Marks Group Wealth Management
Minnesota
$1.04B +$23.9M +2% 312
PD
1956
Point72 (DIFC)
United Arab Emirates
$1.04B -$70.2M -6% 1,624
SDJVC
1957
St. Denis J. Villere & Co
Louisiana
$1.04B -$71.4M -6% 86
DIP
1958
DT Investment Partners
Pennsylvania
$1.04B -$146M -12% 567
SAM
1959
Smartleaf Asset Management
Massachusetts
$1.04B +$55.5M +6% 3,051
N
1960
Naspers
South Africa
$1.04B -$179M -15% 4
LI
1961
LRI Investments
Florida
$1.03B -$3.24M -0.3% 1,264
CCA
1962
Clearwater Capital Advisors
Illinois
$1.03B +$12.7M +1% 178
CPA
1963
Cardiff Park Advisors
California
$1.03B -$14.9M -1% 352
JMFC
1964
J.M. Forbes & Co
Massachusetts
$1.03B -$6.47M -0.6% 146
MFG
1965
Magnus Financial Group
New York
$1.03B -$3.1M -0.3% 389
HHAA
1966
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$31.3M +3% 60
FFBTD
1967
First Financial Bank - Trust Division
Ohio
$1.03B -$40.3M -4% 215
SC
1968
Shellback Capital
Massachusetts
$1.03B -$420M -29% 143
UIC
1969
Uniplan Investment Counsel
Wisconsin
$1.03B -$48.2M -4% 188
HIA
1970
Harbor Investment Advisory
Maryland
$1.03B -$41.4M -4% 1,199
ET
1971
Entropy Technologies
New York
$1.03B +$56.2M +6% 1,041
GC
1972
Greenvale Capital
United Kingdom
$1.03B -$195M -16% 19
WCWM
1973
Willow Creek Wealth Management
California
$1.03B +$46M +5% 161
PCM
1974
Penn Capital Management
Pennsylvania
$1.03B +$6.84M +0.7% 194
NWM
1975
Nicola Wealth Management
British Columbia, Canada
$1.03B -$30.7M -3% 124