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
CCM
1951
Condor Capital Management
New Jersey
$1.15B +$79.4M +7% 198
XF
1952
XML Financial
Maryland
$1.15B +$81.7M +8% 385
DAM
1953
Delta Asset Management
Tennessee
$1.15B +$96.5M +9% 617
ELFC
1954
E-L Financial Corp
Ontario, Canada
$1.15B +$52.1M +5% 1
TTWM
1955
TCV Trust & Wealth Management
Virginia
$1.14B +$64.6M +6% 221
CAM
1956
Cozad Asset Management
Illinois
$1.14B +$143M +14% 414
LFM
1957
LGT Fund Management
Liechtenstein
$1.14B +$33.6M +3% 267
PIA
1958
Petredis Investment Advisors
Pennsylvania
$1.14B +$184M +19% 107
AIM
1959
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 1,077
MIM
1960
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 211
MFG
1961
Magnus Financial Group
New York
$1.14B +$106M +10% 393
AC
1962
AltraVue Capital
Washington
$1.14B +$141M +14% 27
FFBTD
1963
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 214
RWM
1964
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 180
CC
1965
Clearline Capital
New York
$1.14B +$146M +15% 147
RWM
1966
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 109
SAM
1967
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 3,013
CS
1968
Central Securities
New York
$1.13B +$82.6M +8% 27
LLL
1969
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 32
SS
1970
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 1,921
BCM
1971
Benchstone Capital Management
New York
$1.13B +$192M +20% 50
SFM
1972
Stack Financial Management
Montana
$1.13B -$68.5M -6% 55
CMF
1973
Counterpoint Mutual Funds
California
$1.13B +$432M +62% 458
CIS
1974
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 172
AI
1975
Atom Investors
Texas
$1.13B +$316M +39% 808