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
CAM
1951
Cozad Asset Management
Illinois
$1.14B +$143M +14% 414
LFM
1952
LGT Fund Management
Liechtenstein
$1.14B +$33.6M +3% 267
PIA
1953
Petredis Investment Advisors
Pennsylvania
$1.14B +$184M +19% 107
AIM
1954
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 1,077
MIM
1955
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 211
MFG
1956
Magnus Financial Group
New York
$1.14B +$106M +10% 393
AC
1957
AltraVue Capital
Washington
$1.14B +$141M +14% 27
FFBTD
1958
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 214
RWM
1959
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 180
CC
1960
Clearline Capital
New York
$1.14B +$146M +15% 147
RWM
1961
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 109
SAM
1962
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 3,013
CS
1963
Central Securities
New York
$1.13B +$82.6M +8% 27
LLL
1964
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 32
SS
1965
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 1,921
BCM
1966
Benchstone Capital Management
New York
$1.13B +$192M +20% 50
SFM
1967
Stack Financial Management
Montana
$1.13B -$68.5M -6% 55
CMF
1968
Counterpoint Mutual Funds
California
$1.13B +$432M +62% 458
CIS
1969
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 172
AI
1970
Atom Investors
Texas
$1.13B +$316M +39% 808
TCM
1971
Tributary Capital Management
Nebraska
$1.13B -$16M -1% 168
IB
1972
Intrust Bank
Kansas
$1.13B +$117M +12% 416
OHIF
1973
Oriental Harbor Investment Fund
Hong Kong
$1.13B +$259M +30% 14
GAM
1974
Gemmer Asset Management
California
$1.13B +$125M +12% 170
IEFM
1975
IQ EQ Fund Management
Ireland
$1.12B +$275M +32% 326