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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)
Allen Capital Group
2601
Allen Capital Group
Nebraska
$377M +$52.6M +16% 11.4% 62.8% 141 17.73% 1.7
Steigerwald Gordon & Koch
2602
Steigerwald Gordon & Koch
Virginia
$377M +$82.6M +28% 19.6% 59.5% 96 16.67% 3.6
Ashmore Group
2603
Ashmore Group
United Kingdom
$377M +$63.6M +20% 33.8% 103% 24 33.33% 1.7
M.D. Sass LLC
2604
M.D. Sass LLC
New York
$377M +$102M +37% 24.9% 80.1% 39 23.08% 1.5
MPM BioImpact
2605
MPM BioImpact
Massachusetts
$376M +$212M +130% 42.6% 550% 13 38.46% 0.3
Summit Financial Wealth Advisors
2606
Summit Financial Wealth Advisors
Louisiana
$375M +$57.4M +18% 16.2% 71.4% 131 16.79% 2.9
Winslow Evans & Crocker
2607
Winslow Evans & Crocker
Massachusetts
$375M +$70.9M +23% 24.4% 76.2% 1,203 10.97% 4
Boenning & Scattergood
2608
Boenning & Scattergood
Pennsylvania
$375M +$84.6M +29% 18.3% 34.5% 320 20.63% 1.4
IP
2609
Isomer Partners
New York
$374M +$94.4M +34% 83.2% 57.2% 22 50% 0.5
Exane Derivatives
2610
Exane Derivatives
France
$374M +$16.3M +5% 25.9% 42.7% 761 17.21% 2.1
South Street Advisors
2611
South Street Advisors
New York
$374M +$69.8M +23% 26.8% 169% 60 13.33% 3.4
BFAM Partners
2612
BFAM Partners
Hong Kong
$373M +$207M +125% 8.53% 36.4% 20 70% 0.1
Quantitative Advantage
2613
Quantitative Advantage
Minnesota
$373M +$46.3M +14% 15.9% 45.9% 66 27.27% 2.1
Strategy Asset Managers
2614
Strategy Asset Managers
California
$373M +$62.7M +20% 17.6% 115% 227 22.47% 1.5
MRCM
2615
M&R Capital Management
New Jersey
$373M +$37.1M +11% 21.7% 52.6% 508 9.06% 4
McCutchen Group
2616
McCutchen Group
Washington
$373M +$53.3M +17% 16% 2.54% 24 0% 5
BTS Asset Management
2617
BTS Asset Management
Massachusetts
$373M +$367M +7,039% 1.03% 8.8% 21 28.57% 1
SM
2618
Scoggin Management
New York
$372M +$227M +156% 20.6% 889% 54 77.78% 0.4
Institutional Venture Management XVI
2619
Institutional Venture Management XVI
California
$371M +$163M +78% 118% 523% 2 0% 0.5
StrategIQ Financial Group
2620
StrategIQ Financial Group
Indiana
$371M +$48.3M +15% 14% 12.6% 199 13.57% 2.8
Winslow Asset Management
2621
Winslow Asset Management
Ohio
$371M +$66.6M +22% 29.2% 89.9% 81 11.11% 5.5
Blue Whale Capital
2622
Blue Whale Capital
United Kingdom
$370M +$143M +63% 32.1% 409% 17 0% 0.5
NatWest Group
2623
NatWest Group
United Kingdom
$370M +$7.89M +2% 24.4% 207% 83 28.92% 4.6
PenderFund Capital Management
2624
PenderFund Capital Management
British Columbia, Canada
$370M +$49.6M +15% 25.6% 129% 75 28% 0.8
Dillon & Associates
2625
Dillon & Associates
Michigan
$369M +$72.4M +24% 26.8% 117% 68 5.88% 4.8