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
L7C
1951
Liberty 77 Capital
District of Columbia
$1.22B +$106M +10% 4
SRC
1952
Shufro Rose & Co
New York
$1.22B -$19.4M -2% 315
CA
1953
CGN Advisors
Kansas
$1.22B +$96.3M +9% 312
CS
1954
Central Securities
New York
$1.21B +$81.3M +7% 30
WCWM
1955
Willow Creek Wealth Management
California
$1.21B +$102M +9% 183
TCBWMS
1956
Texas Capital Bank Wealth Management Services
Texas
$1.21B +$143M +13% 271
WAM
1957
Weatherly Asset Management
California
$1.21B +$40.5M +3% 187
KOC
1958
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 314
PIA
1959
Perennial Investment Advisors
California
$1.21B +$180M +17% 496
CUAMC
1960
China Universal Asset Management Company
China
$1.21B +$148M +14% 516
GAM
1961
Goldentree Asset Management
New York
$1.21B +$175M +17% 35
HIA
1962
Harbor Investment Advisory
Maryland
$1.21B +$86.3M +8% 1,217
AIM
1963
Anchor Investment Management
South Carolina
$1.21B +$67.5M +6% 1,084
AC
1964
AltraVue Capital
Washington
$1.21B +$67.6M +6% 27
TFA
1965
Transamerica Financial Advisors
Florida
$1.21B +$140M +13% 1,609
SFM
1966
Stack Financial Management
Montana
$1.21B +$73M +6% 51
BBA
1967
Baader Bank Aktiengesellschaft
Germany
$1.2B +$42.6M +4% 574
TE
1968
Tema ETFs
New York
$1.2B +$828M +220% 529
JMFC
1969
J.M. Forbes & Co
Massachusetts
$1.2B +$110M +10% 144
RIA
1970
Retirement Investment Advisors
Oklahoma
$1.2B +$91.3M +8% 68
IB
1971
Intrust Bank
Kansas
$1.2B +$74M +7% 423
BSB
1972
Bangor Savings Bank
Maine
$1.2B +$81.8M +7% 573
CC
1973
Casdin Capital
New York
$1.2B +$101M +9% 38
GCP
1974
GSA Capital Partners
United Kingdom
$1.2B -$229M -16% 2,198
MA
1975
MONECO Advisors
Connecticut
$1.2B +$123M +11% 517