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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)
Accuvest Global Advisors
2551
Accuvest Global Advisors
Utah
$259M -$208M -44% 4.89% 130% 96 35.42% 0.7
Princeton Portfolio Strategies Group
2552
Princeton Portfolio Strategies Group
New Jersey
$259M +$6.94M +3% 0.51% 83.8% 118 8.47% 1.5
Trust Asset Management
2553
Trust Asset Management
Texas
$259M +$7M +3% 0.62% 91.1% 137 42.34% 0.4
American National Bank & Trust
2554
American National Bank & Trust
Texas
$258M -$3.84M -1% 2.89% 102% 298 11.41% 0.8
Hansberger Growth Investors
2555
Hansberger Growth Investors
Wisconsin
$258M -$64.4M -20% 4.03% 36.4% 64 17.19% 0.2
Financial Architects (New Jersey)
2556
Financial Architects (New Jersey)
New Jersey
$258M +$29.2M +13% 2.75% 31.3% 1,113 31.54% 0.7
Wildcat Capital Management
2557
Wildcat Capital Management
New York
$258M +$15.1M +6% 1.75% 126% 16 37.5% 0.2
Adirondack Research & Management
2558
Adirondack Research & Management
New York
$258M -$9.3M -3% 5.97% 47.8% 103 12.62% 1.4
Analyst IMS Investment Management Services
2559
Analyst IMS Investment Management Services
Israel
$258M -$2.26M -0.9% 0.31% 99.4% 109 20.18% 0.2
Charles River XIII
2560
Charles River XIII
Massachusetts
$257M -$63.9M -20% 6.89% – 1 0% 0.8
CAM
2561
CG Asset Management
New York
$257M +$3.51M +1% 5.95% 62.7% 139 23.02% 0.9
Permian Investment Partners
2562
Permian Investment Partners
Texas
$257M +$22.5M +10% 17.5% 78.6% 17 35.29% 0.4
Giralda Advisors
2563
Giralda Advisors
New York
$257M -$13.6M -5% 0.6% 36.8% 21 52.38% 0.7
New England Private Wealth Advisors
2564
New England Private Wealth Advisors
Massachusetts
$257M +$2.72M +1% 1.82% 55.8% 116 21.55% 1.2
TA Associates
2565
TA Associates
Massachusetts
$256M -$22M -8% 1.08% – 2 0% 1.8
University of Texas/Texas AM Investment Management Co (UTIMCO)
2566
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$256M +$218M +564% 78.5% 68.3% 46 69.57% 0.7
Modera Wealth Management
2567
Modera Wealth Management
New Jersey
$256M -$1.28M -0.5% 1.8% 68.2% 95 12.63% 1.2
Bruderman Asset Management
2568
Bruderman Asset Management
New York
$256M – – 0.01% 31.7% 431 – 0
Marietta Investment Partners
2569
Marietta Investment Partners
Wisconsin
$256M +$6.63M +3% 10% 160% 124 16.94% 1.2
P.J. Schmidt Investment Management (PJS)
2570
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256M +$2.74M +1% 0.18% 65.9% 165 15.76% 1.2
Secor Capital Advisors
2571
Secor Capital Advisors
New York
$256M +$16.3M +7% 2.75% 43.5% 632 69.78% 0.2
TRIM
2572
Thompson Rubinstein Investment Management
Oregon
$256M -$5.43M -2% 0.98% 42.8% 75 1.33% 1.6
Battery Partners IX
2573
Battery Partners IX
Massachusetts
$255M +$22.7M +10% 29.3% 322% 3 0% 0.8
Newport Asia
2574
Newport Asia
California
$255M $0 0% 4.72% – 6 0% 1.1
Ativo Capital Management
2575
Ativo Capital Management
Illinois
$255M +$11.7M +5% 7.56% 63.8% 240 27.5% 0.9