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
RIA
1951
Retirement Investment Advisors
Oklahoma
$1.24B +$1.5M +0.1% 67
FFBTD
1952
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 208
XF
1953
XML Financial
Maryland
$1.24B +$13.9M +1% 470
CCA
1954
Clearwater Capital Advisors
Illinois
$1.24B +$39.5M +3% 178
WTA
1955
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 704
SPC
1956
Stony Point Capital
New York
$1.24B -$119M -9% 35
WAM
1957
Weatherly Asset Management
California
$1.24B -$62.9M -5% 194
CA
1958
Cullinan Associates
Kentucky
$1.24B -$239M -16% 217
QI
1959
QV Investors
Alberta, Canada
$1.24B +$13.5M +1% 67
MP
1960
Mangrove Partners
Connecticut
$1.24B +$8.47M +0.7% 631
GX
1961
Greylock XIV
California
$1.24B -$948M -43% 1
HCA
1962
Harbor Capital Advisors
Illinois
$1.23B -$52.8M -4% 1,529
NHAS
1963
Novo Holdings A/S
Denmark
$1.23B -$53.5M -4% 25
TIA
1964
Traphagen Investment Advisors
New Jersey
$1.23B +$18.9M +2% 215
CNAM
1965
Campbell Newman Asset Management
Wisconsin
$1.23B -$134M -10% 114
FLII
1966
First Long Island Investors
New York
$1.23B -$131M -10% 78
HP
1967
Harvey Partners
New York
$1.23B +$117M +11% 51
MFG
1968
Magnus Financial Group
New York
$1.23B -$77.3M -6% 441
WCM
1969
Windward Capital Management
California
$1.23B -$34.5M -3% 75
IB
1970
Intrust Bank
Kansas
$1.23B +$19.9M +2% 424
IA
1971
Inspire Advisors
Idaho
$1.23B +$140M +13% 735
WAG
1972
Winthrop Advisory Group
Massachusetts
$1.22B +$43.4M +4% 208
SC
1973
Strategy Capital
California
$1.22B -$133M -10% 12
PCM
1974
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 91
PIA
1975
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 115