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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 Avg Holding
Period (Yrs)
Modera Wealth Management
2526
Modera Wealth Management
New Jersey
$240M -$13.7M -5% 8.17% 68.2% 87 16.09% 1.7
Summit Partners
2527
Summit Partners
Massachusetts
$240M -$62.1M -21% 20% 13.7% 3 0% 1.9
Land & Buildings Investment Management
2528
Land & Buildings Investment Management
Connecticut
$240M +$63.2M +36% 1.03% 53.9% 26 57.69% 0.6
First Heartland Consultants
2529
First Heartland Consultants
Missouri
$239M -$128M -35% 7.99% 59.2% 287 18.12% 1.5
Tanglewood Wealth Management
2530
Tanglewood Wealth Management
Texas
$239M +$11.7M +5% 6.63% 59.7% 10 20% 1.4
QA
2531
Quintium Advisors
Tennessee
$239M +$10.5M +5% 6.16% – 25 44% 0.8
Beddow Capital Management
2532
Beddow Capital Management
Wyoming
$239M -$46.6M -16% 12.2% 50.7% 43 6.98% 2.1
Private Capital Advisors
2533
Private Capital Advisors
Connecticut
$239M -$67.7M -22% 9.67% 132% 141 24.82% 1.6
ACK Asset Management
2534
ACK Asset Management
Connecticut
$239M -$119M -33% 6.4% 132% 37 54.05% 0.9
Advisor Partners
2535
Advisor Partners
California
$238M -$22.6M -9% 5.34% 63.8% 369 26.02% 1.5
Newport Asia
2536
Newport Asia
California
$238M -$49.4M -17% 21.8% – 8 25% 1
First Reserve GP XII
2537
First Reserve GP XII
Connecticut
$238M -$26.7M -10% 28.1% – 5 40% 1.1
CRM
2538
Capital Returns Management
New York
$238M +$59.7M +34% 6.5% 4.39% 33 57.58% 0.8
Watershed Asset Management
2539
Watershed Asset Management
California
$238M -$86.6M -27% 9.06% – 24 25% 1
RCP
2540
RPM Capital Partners
New York
$238M -$11.7M -5% 4.62% 8.37% 1 0% 2.3
Capital City Trust
2541
Capital City Trust
Florida
$237M -$9.49M -4% 4.88% 98.5% 114 15.79% 1.9
Analyst IMS Investment Management Services
2542
Analyst IMS Investment Management Services
Israel
$237M -$19.7M -8% 8.42% 99.4% 103 14.56% 0.6
CANC
2543
Culbertson A N & Co
Virginia
$237M -$19.4M -8% 8.63% 87.5% 87 6.9% 2.1
Financial Architects (New Jersey)
2544
Financial Architects (New Jersey)
New Jersey
$237M -$41.3M -15% 6.64% 31.3% 1,230 83.74% 1.5
CAM
2545
CG Asset Management
New York
$237M -$25.6M -10% 4.74% 62.7% 146 29.45% 1.2
Bain Capital Venture Investors
2546
Bain Capital Venture Investors
Massachusetts
$237M – – 10.2% 34.2% 3 – 1.1
Proprium Capital Partners
2547
Proprium Capital Partners
Connecticut
$237M -$42.5M -15% 15.1% 6.09% 2 0% 1.5
KCM
2548
Knoll Capital Management
Florida
$236M -$74.6M -24% 23.5% 258% 19 0% 1.2
AIS
2549
AlphaOne Investment Services
Pennsylvania
$235M -$49.1M -17% 9.22% 77.1% 108 29.63% 1.3
Charles-Lim Capital
2550
Charles-Lim Capital
Hong Kong
$235M -$7.19M -3% 20.5% 4.44% 7 28.57% 0.5