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
MFG
1951
Magnus Financial Group
New York
$1.14B +$106M +10% 393
AC
1952
AltraVue Capital
Washington
$1.14B +$141M +14% 27
FFBTD
1953
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 214
RWM
1954
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 180
CC
1955
Clearline Capital
New York
$1.14B +$146M +15% 147
RWM
1956
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 109
SAM
1957
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 3,013
CS
1958
Central Securities
New York
$1.13B +$82.6M +8% 27
LLL
1959
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 32
SS
1960
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 1,921
BCM
1961
Benchstone Capital Management
New York
$1.13B +$192M +20% 50
SFM
1962
Stack Financial Management
Montana
$1.13B -$68.5M -6% 55
CMF
1963
Counterpoint Mutual Funds
California
$1.13B 299
CIS
1964
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 172
AI
1965
Atom Investors
Texas
$1.13B +$316M +39% 808
TCM
1966
Tributary Capital Management
Nebraska
$1.13B -$16M -1% 168
IB
1967
Intrust Bank
Kansas
$1.13B +$117M +12% 416
OHIF
1968
Oriental Harbor Investment Fund
Hong Kong
$1.13B +$259M +30% 14
GAM
1969
Gemmer Asset Management
California
$1.13B +$125M +12% 170
IEFM
1970
IQ EQ Fund Management
Ireland
$1.12B +$275M +32% 326
FHC
1971
First Heartland Consultants
Missouri
$1.12B +$155M +16% 525
NIP
1972
Nicholas Investment Partners
California
$1.12B +$152M +16% 242
HIA
1973
Harbor Investment Advisory
Maryland
$1.12B +$94.6M +9% 1,219
SCM
1974
SIR Capital Management
New York
$1.12B -$18.4M -2% 99
CA
1975
CGN Advisors
Kansas
$1.12B +$97.8M +10% 308