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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)
Focused Wealth Management
2526
Focused Wealth Management
New York
$423M +$61.5M +17% 7.59% 73.9% 811 15.54% 3.4
Point72 Hong Kong
2527
Point72 Hong Kong
Hong Kong
$423M +$76.6M +22% 16.6% 396% 1,604 67.96% 0.2
Guardian Life Insurance
2528
Guardian Life Insurance
New York
$423M -$246M -37% 8.24% – 537 6.33% 5.3
M.D. Sass LLC
2529
M.D. Sass LLC
New York
$423M -$1.06M -0.2% 10.6% 80.1% 56 19.64% 1.6
H2O AM
2530
H2O AM
United Kingdom
$422M -$162M -28% 5.81% – 112 28.57% 0.6
Strategic Wealth Partners Group
2531
Strategic Wealth Partners Group
Illinois
$422M +$58.2M +16% 6.9% – 55 47.27% 1.3
City Holding Co
2532
City Holding Co
West Virginia
$422M +$34.9M +9% 6.93% 89.2% 513 4.87% 4.3
Southeast Asset Advisors
2533
Southeast Asset Advisors
Georgia
$421M +$29.1M +7% 8.94% 91.5% 117 11.97% 3.4
Himalaya Capital Management
2534
Himalaya Capital Management
Washington
$420M – – 25.5% 116% 1 – 0
CFMC
2535
Curbstone Financial Management Corp
New Hampshire
$420M +$30.7M +8% 5.96% 69.6% 180 6.11% 4
FRG Family Wealth Advisors
2536
FRG Family Wealth Advisors
Washington
$420M +$27.3M +7% 4.8% 76.4% 127 8.66% 3.3
OFM
2537
Okumus Fund Management
Cayman Islands
$420M +$52.8M +14% 9.16% 8.26% 10 30% 1.3
Sio Capital Management
2538
Sio Capital Management
New York
$420M +$109M +35% 19.2% 564% 96 64.58% 0.5
Broad Bay Capital Management
2539
Broad Bay Capital Management
New York
$420M +$45.3M +12% 4.6% 338% 17 11.76% 0.8
Traphagen Investment Advisors
2540
Traphagen Investment Advisors
New Jersey
$419M +$35.4M +9% 5.71% 65.8% 123 9.76% 0.6
Quest Capital Management
2541
Quest Capital Management
Texas
$419M +$12.9M +3% 6.51% 87.7% 223 9.42% 0.8
Brown Advisory Securities
2542
Brown Advisory Securities
Maryland
$418M +$62.5M +18% 10.8% 51% 253 13.83% 4.3
Highland Private Wealth Management
2543
Highland Private Wealth Management
Washington
$417M +$58.6M +16% 7.54% 19% 137 15.33% 1.4
HSG Holding
2544
HSG Holding
Hong Kong
$417M +$76.8M +23% 19.5% 2.94% 12 25% 2.3
Heck Capital Advisors
2545
Heck Capital Advisors
Wisconsin
$417M +$91.4M +28% 6.06% 67% 104 6.73% 2.2
Bishop Rock Capital
2546
Bishop Rock Capital
New York
$416M +$28.3M +7% 7.44% 35.4% 22 0% 2.8
Pinpoint Asset Management
2547
Pinpoint Asset Management
Hong Kong
$416M – – 23.3% 185% 23 – 0
TFM
2548
TPI Fund Managers
United Kingdom
$416M +$64.2M +18% 10.7% 49.6% 37 5.41% 0.5
Columbia Asset Management
2549
Columbia Asset Management
Michigan
$415M +$30.8M +8% 8.38% 94.1% 180 11.11% 4
LSP Investment Advisors
2550
LSP Investment Advisors
New York
$415M +$23.4M +6% 9.23% 79.5% 13 30.77% 1