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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)
M.D. Sass LLC
2601
M.D. Sass LLC
New York
$644M +$55.8M +9% 10.9% 80.1% 39 35.9% 1.8
Academy Capital Management
2602
Academy Capital Management
Texas
$643M +$21.5M +3% 4.94% 85% 41 12.2% 2
Paradigm Operations
2603
Paradigm Operations
California
$642M – – 10.9% 230% 1 – 0
Institutional & Family Asset Management
2604
Institutional & Family Asset Management
Colorado
$642M +$17M +3% 7.42% 19% 982 22.4% 2.8
KPS Global Asset Management (UK)
2605
KPS Global Asset Management (UK)
United Kingdom
$642M -$91.3M -12% 13.3% 373% 5 0% 1.6
Emerson Point Capital
2606
Emerson Point Capital
New York
$642M -$24.1M -4% 6.45% 94.8% 36 16.67% 2
LL Funds
2607
LL Funds
Pennsylvania
$642M – – 26.6% 96.9% 1 – 0
Parker Investment Management
2608
Parker Investment Management
California
$641M -$907M -59% 11.8% 208% 41 14.63% 2.2
Bleichroeder LP
2609
Bleichroeder LP
New York
$641M +$24.9M +4% 7.44% 202% 112 20.54% 1
Rossmore Private Capital
2610
Rossmore Private Capital
Connecticut
$640M +$56.4M +10% 10.1% 87.1% 227 3.52% 2.4
CF
2611
Clarity Financial
Texas
$640M +$25.4M +4% 8.9% 56.8% 122 42.62% 0.6
Baldwin Investment Management
2612
Baldwin Investment Management
Pennsylvania
$640M +$65.8M +11% 7.9% 74.8% 262 10.31% 3.3
Hudson Valley Investment Advisors
2613
Hudson Valley Investment Advisors
New York
$640M +$56.5M +10% 11.8% 102% 196 7.65% 4.6
Heard Capital LLC
2614
Heard Capital LLC
Illinois
$640M +$124M +24% 5.1% 161% 56 55.36% 0.9
Azora Capital LP
2615
Azora Capital LP
Florida
$639M -$203M -24% 0.9% 175% 77 68.83% 0.4
INVST
2616
INVST
Indiana
$639M +$6.22M +1% 6.32% 78.5% 231 35.5% 1.5
Accenture
2617
Accenture
Ireland
$637M -$299M -32% 31.9% – 2 0% 0.6
BPIM
2618
Brant Point Investment Management
New York
$637M -$520M -45% 10% 169% 149 42.95% 1.9
Silicon Valley Capital Partners
2619
Silicon Valley Capital Partners
California
$637M +$112M +21% 12.2% 103% 83 21.69% 1.9
RBO & Co
2620
RBO & Co
California
$636M +$65.7M +12% 10.6% 27.9% 61 0% 4.4
Permanens Capital
2621
Permanens Capital
New York
$635M +$83.2M +15% 7.57% 76.9% 47 14.89% 2.4
Stratos Investment Management
2622
Stratos Investment Management
Ohio
$635M +$59.4M +10% 8.04% 58.2% 243 30.86% 1.4
SCM
2623
SIR Capital Management
New York
$634M -$48.1M -7% 2.83% 71.1% 90 40% 0.6
Darwin Wealth Management
2624
Darwin Wealth Management
Florida
$634M +$8.4M +1% 7.31% 56.8% 185 18.92% 2.3
Sunriver Management
2625
Sunriver Management
Connecticut
$634M +$4.44M +0.7% 4.99% 9.27% 24 41.67% 1