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
VPI
1951
Value Partners Investments
Manitoba, Canada
$1.23B -$54M -4% 107
MDSL
1952
M.D. Sass LLC
New York
$1.22B -$17.6M -1% 38
NPIC
1953
Neumeier Poma Investment Counsel
California
$1.22B +$148M +14% 44
LI
1954
LRI Investments
Florida
$1.22B +$44.5M +4% 1,372
CCM
1955
Condor Capital Management
New Jersey
$1.22B +$67M +6% 198
L7C
1956
Liberty 77 Capital
District of Columbia
$1.22B +$106M +10% 4
SRC
1957
Shufro Rose & Co
New York
$1.22B -$19.4M -2% 315
CA
1958
CGN Advisors
Kansas
$1.22B +$96.3M +9% 312
CS
1959
Central Securities
New York
$1.21B +$81.3M +7% 30
WCWM
1960
Willow Creek Wealth Management
California
$1.21B +$102M +9% 183
TCBWMS
1961
Texas Capital Bank Wealth Management Services
Texas
$1.21B +$143M +13% 271
WAM
1962
Weatherly Asset Management
California
$1.21B +$40.5M +3% 187
KOC
1963
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 314
PIA
1964
Perennial Investment Advisors
California
$1.21B +$180M +17% 496
CUAMC
1965
China Universal Asset Management Company
China
$1.21B +$148M +14% 516
GAM
1966
Goldentree Asset Management
New York
$1.21B +$175M +17% 35
HIA
1967
Harbor Investment Advisory
Maryland
$1.21B +$86.3M +8% 1,217
AIM
1968
Anchor Investment Management
South Carolina
$1.21B +$67.5M +6% 1,084
AC
1969
AltraVue Capital
Washington
$1.21B +$67.6M +6% 27
TFA
1970
Transamerica Financial Advisors
Florida
$1.21B +$140M +13% 1,609
SFM
1971
Stack Financial Management
Montana
$1.21B +$73M +6% 51
BBA
1972
Baader Bank Aktiengesellschaft
Germany
$1.2B +$42.6M +4% 574
TE
1973
Tema ETFs
New York
$1.2B +$828M +220% 529
JMFC
1974
J.M. Forbes & Co
Massachusetts
$1.2B +$110M +10% 144
RIA
1975
Retirement Investment Advisors
Oklahoma
$1.2B +$91.3M +8% 68