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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)
Permanens Capital
2601
Permanens Capital
New York
$357M +$5.46M +2% 1.03% 76.9% 121 24.79% 0.7
Howard Hughes Medical Institute
2602
Howard Hughes Medical Institute
Maryland
$357M +$148M +71% 1.91% 70.9% 28 21.43% 3.5
Caledonia Investments plc (UK)
2603
Caledonia Investments plc (UK)
United Kingdom
$357M -$744K -0.2% 1.3% 61.9% 11 0% 3.7
Gilbert & Cook
2604
Gilbert & Cook
Iowa
$357M +$14.8M +4% 1.24% 63.2% 131 19.85% 1.6
East Coast Asset Management
2605
East Coast Asset Management
Massachusetts
$357M -$16.9M -5% 2.32% 153% 70 8.57% 5.4
Hudson Edge Investment Partners
2606
Hudson Edge Investment Partners
New Jersey
$356M +$12.1M +4% 1.78% 68.6% 150 13.33% 3.1
Verdence Capital Advisors
2607
Verdence Capital Advisors
Maryland
$356M +$7.79M +2% 1.44% 104% 319 13.48% 1.2
MA Private Wealth
2608
MA Private Wealth
California
$356M +$12.7M +4% 0.96% 57.5% 90 8.89% 0.7
ACK Asset Management
2609
ACK Asset Management
Connecticut
$356M +$11.4M +3% 2.6% 132% 34 50% 0.9
Brown Advisory Securities
2610
Brown Advisory Securities
Maryland
$356M -$19.8M -5% 2.33% 51% 251 10.36% 4.4
Morningstar Investment Management
2611
Morningstar Investment Management
Illinois
$355M +$31M +10% 0.12% 48.2% 20 10% 0.6
AMCA
2612
Arthur M. Cohen & Associates
Illinois
$355M +$62.6M +21% 3.79% 129% 130 13.85% 2.9
Harber Asset Management
2613
Harber Asset Management
North Carolina
$355M -$3.91M -1% 2.75% 63.6% 42 19.05% 1.6
Newport Asia
2614
Newport Asia
California
$355M -$36.8M -9% 5.34% – 4 0% 4.5
StrategIQ Financial Group
2615
StrategIQ Financial Group
Indiana
$354M +$8.98M +3% 0.82% 12.6% 202 12.87% 2.3
Glade Brook Capital Partners
2616
Glade Brook Capital Partners
Connecticut
$354M -$280M -44% 35.5% – 2 0% 0.4
Cumberland Advisors
2617
Cumberland Advisors
Florida
$354M +$57.7M +19% 1.27% 73.5% 80 13.75% 1.3
Hussman Strategic Advisors
2618
Hussman Strategic Advisors
Maryland
$353M -$5.01M -1% 1.8% 41.6% 216 24.07% 1.6
Patton Albertson Miller Group
2619
Patton Albertson Miller Group
Tennessee
$353M +$6.6M +2% 2.01% 117% 251 11.16% 2.1
Riverpark Capital Management
2620
Riverpark Capital Management
New York
$353M -$115M -25% 0.14% 152% 64 10.94% 2.1
G2 Investment Partners Management
2621
G2 Investment Partners Management
New York
$352M +$34.4M +11% 4.09% 1,145% 90 52.22% 0.8
P.J. Schmidt Investment Management (PJS)
2622
P.J. Schmidt Investment Management (PJS)
Wisconsin
$352M +$5.88M +2% 3.62% 65.9% 135 3.7% 4.4
TFM
2623
TPI Fund Managers
United Kingdom
$351M +$24.1M +7% 2.95% 49.6% 37 8.11% 0.2
NTV Asset Management
2624
NTV Asset Management
West Virginia
$351M +$2.82M +0.8% 1.12% 110% 182 8.79% 4.6
Silver Rock Financial
2625
Silver Rock Financial
California
$351M -$60.3M -15% 2.61% 2.58% 22 18.18% 1.2