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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)
Parkside Investments
2601
Parkside Investments
Illinois
$501M +$35.7M +8% 5.93% 70.4% 96 19.79% 2.8
BFSG LLC
2602
BFSG LLC
California
$499M +$29.2M +6% 10.6% 81.9% 194 14.43% 2.3
Syntegra Private Wealth Group
2603
Syntegra Private Wealth Group
Missouri
$499M – – 7.81% 56.9% 107 – 0
Means Investment Company
2604
Means Investment Company
Maine
$499M +$38M +8% 7.1% 87.9% 200 9% 2.8
KC
2605
Keenan Capital
California
$499M -$27.7M -5% 4.93% 110% 13 15.38% 2.8
Minot Capital
2606
Minot Capital
Colorado
$498M +$130M +35% 13.8% 19.6% 20 5% 2.3
Bain Capital Venture Investors
2607
Bain Capital Venture Investors
Massachusetts
$498M -$292M -37% 12.5% 34.2% 5 40% 1.2
Northwest Bancshares
2608
Northwest Bancshares
Pennsylvania
$498M +$69.8M +16% 11.3% 84.8% 187 9.09% 3.2
Rodgers Brothers
2609
Rodgers Brothers
Pennsylvania
$498M +$28.2M +6% 12.7% 108% 204 8.33% 5.6
Teamwork Financial Advisors
2610
Teamwork Financial Advisors
Texas
$496M +$32.6M +7% 6.53% 134% 227 26.87% 1.3
Cannell Capital
2611
Cannell Capital
Wyoming
$496M +$59.4M +14% 26.7% 127% 99 22.22% 1.4
ERFOTCOFW
2612
Employees Retirement Fund of the City of Fort Worth
Texas
$495M +$24.1M +5% 9.9% 31.5% 14 28.57% 0.6
HVM
2613
Harvest Volatility Management
Connecticut
$495M -$83.3M -14% 3.65% 24.3% 146 15.75% 1.6
HCP
2614
Holt Capital Partners
Texas
$495M +$161M +48% 9.23% 69.5% 159 13.21% 5.4
ECP ControlCo
2615
ECP ControlCo
New Jersey
$495M -$2.16M -0.4% 6.32% 42.5% 9 22.22% 1.5
Moody Aldrich Partners
2616
Moody Aldrich Partners
Massachusetts
$494M +$7.76M +2% 13.1% 312% 182 32.42% 1.3
Rockbridge Investment Management
2617
Rockbridge Investment Management
New York
$493M +$69.2M +16% 5.9% 38.6% 110 10.91% 2.1
Advantage Alpha Capital Partners
2618
Advantage Alpha Capital Partners
California
$493M -$50.7M -9% 9.46% 79.2% 107 23.36% 1.6
Cary Street Partners Asset Management
2619
Cary Street Partners Asset Management
Virginia
$493M +$76.8M +18% 9.17% 25.3% 480 20.83% 0.7
Galibier Capital Management
2620
Galibier Capital Management
Ontario, Canada
$493M -$2.84M -0.6% 12.6% 66.8% 48 25% 2
T
2621
TCWP
Ohio
$493M +$21M +4% 7.55% – 302 26.82% 0.8
Arden Trust
2622
Arden Trust
Delaware
$492M +$96.9M +25% 8.81% 22.5% 273 12.09% 4.7
KLCM Advisors
2623
KLCM Advisors
Wisconsin
$492M +$66.3M +16% 14% 122% 133 12.03% 4
Cowen Investment Management
2624
Cowen Investment Management
New York
$492M +$29.6M +6% 6.18% 1.87% 301 50.83% 0.8
Focused Wealth Management
2625
Focused Wealth Management
New York
$492M +$14.9M +3% 5.56% 73.9% 1,196 20.9% 3.8