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
TTWM
1951
TCV Trust & Wealth Management
Virginia
$1.14B +$64.6M +6% 221
CAM
1952
Cozad Asset Management
Illinois
$1.14B +$143M +14% 414
LFM
1953
LGT Fund Management
Liechtenstein
$1.14B +$33.6M +3% 267
PIA
1954
Petredis Investment Advisors
Pennsylvania
$1.14B +$184M +19% 107
AIM
1955
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 1,077
MIM
1956
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 211
MFG
1957
Magnus Financial Group
New York
$1.14B +$106M +10% 393
AC
1958
AltraVue Capital
Washington
$1.14B +$141M +14% 27
FFBTD
1959
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 214
RWM
1960
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 180
CC
1961
Clearline Capital
New York
$1.14B +$146M +15% 147
RWM
1962
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 109
SAM
1963
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 3,013
CS
1964
Central Securities
New York
$1.13B +$82.6M +8% 27
LLL
1965
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 32
SS
1966
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 1,921
BCM
1967
Benchstone Capital Management
New York
$1.13B +$192M +20% 50
SFM
1968
Stack Financial Management
Montana
$1.13B -$68.5M -6% 55
CMF
1969
Counterpoint Mutual Funds
California
$1.13B +$432M +62% 458
CIS
1970
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 172
AI
1971
Atom Investors
Texas
$1.13B +$316M +39% 808
TCM
1972
Tributary Capital Management
Nebraska
$1.13B -$16M -1% 168
IB
1973
Intrust Bank
Kansas
$1.13B +$117M +12% 416
OHIF
1974
Oriental Harbor Investment Fund
Hong Kong
$1.13B +$259M +30% 14
GAM
1975
Gemmer Asset Management
California
$1.13B +$125M +12% 170