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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
2601
Focused Wealth Management
New York
$606M +$42.9M +8% 5.95% 73.9% 1,080 19.72% 3.3
G2 Investment Partners Management
2602
G2 Investment Partners Management
New York
$606M -$23.5M -4% 21.2% 1,145% 112 53.57% 1
Vision Capital Management
2603
Vision Capital Management
Oregon
$606M +$43.5M +8% 7.68% 78.4% 107 2.8% 3.8
Crosslink Capital
2604
Crosslink Capital
California
$605M +$51.2M +9% 14.6% 135% 22 13.64% 2.9
Sage Mountain Advisors
2605
Sage Mountain Advisors
Georgia
$605M +$134M +29% 5.89% 62.5% 588 31.63% 0.3
M.D. Sass LLC
2606
M.D. Sass LLC
New York
$605M +$36.7M +6% 5.43% 80.1% 40 25% 1.8
CI
2607
CPMG Inc
Texas
$605M +$82M +16% 24.3% 878% 4 0% 2.7
Tiger Pacific Capital
2608
Tiger Pacific Capital
New York
$605M +$51.9M +9% 1.49% 84.5% 21 47.62% 0.9
Steigerwald Gordon & Koch
2609
Steigerwald Gordon & Koch
Virginia
$604M +$66.3M +12% 7.64% 59.5% 114 9.65% 3.7
Stillwater Capital Advisors
2610
Stillwater Capital Advisors
Pennsylvania
$604M +$53M +10% 7.73% 121% 72 4.17% 4.1
PCM
2611
Prime Capital Management
Hong Kong
$604M +$55.6M +10% 5.33% 579% 9 55.56% 0.8
Royal Fund Management
2612
Royal Fund Management
Florida
$604M +$57.3M +10% 6.7% 103% 203 16.26% 2.5
Brown University
2613
Brown University
Rhode Island
$604M +$458M +315% 23.5% 37.9% 7 42.86% 0.7
Auxier Asset Management
2614
Auxier Asset Management
Oregon
$603M +$21.8M +4% 5.68% 71.7% 165 2.42% 5.6
OM
2615
Opaleye Management
Massachusetts
$602M -$78.7M -12% 0.58% 748% 63 31.75% 1.3
Consolidated Investment Group
2616
Consolidated Investment Group
Colorado
$602M +$147M +32% 7.9% 140% 73 2.74% 3.3
Dendur Capital
2617
Dendur Capital
New York
$602M +$97.2M +19% 6.01% 99.6% 33 57.58% 0.3
Tekne Capital Management
2618
Tekne Capital Management
New York
$601M +$128M +27% 15.5% 516% 14 50% 1.1
Arbiter Partners Capital Management
2619
Arbiter Partners Capital Management
New York
$601M -$780M -56% 16.4% 378% 46 34.78% 3.1
Avalon Global Asset Management
2620
Avalon Global Asset Management
California
$600M +$31.3M +6% 15.1% 278% 67 43.28% 2
Foster Victor Wealth Advisors
2621
Foster Victor Wealth Advisors
South Carolina
$599M +$61.4M +11% 7.56% 78.2% 147 5.44% 1.5
NEWAS
2622
N.E.W. Advisory Services
Wisconsin
$597M +$64M +12% 4.61% 51.1% 139 13.67% 1
Nations Financial Group
2623
Nations Financial Group
Iowa
$597M +$158M +36% 8.2% 105% 421 23.28% 1.9
Atlas Capital Advisors
2624
Atlas Capital Advisors
Wyoming
$597M +$82.5M +16% 6.48% – 974 21.66% 1
Arch Capital Group
2625
Arch Capital Group
Bermuda
$596M +$28.6M +5% 3.7% 3.08% 21 14.29% 0.3