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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)
Tokio Marine & Nichido Fire Insurance Company
2676
Tokio Marine & Nichido Fire Insurance Company
Japan
$336M +$26.9M +9% 8.67% – 1 0% 0.5
MAA
2677
Mraz Amerine & Associates
California
$336M -$252K -0.1% 2.25% 69.8% 175 10.29% 3.8
Tekne Capital Management
2678
Tekne Capital Management
New York
$336M -$61.8M -16% 1.67% 516% 11 18.18% 1.4
Thames Capital Management
2679
Thames Capital Management
New Jersey
$336M -$17.6M -5% 3.76% 1,177% 45 64.44% 0.5
Herald Investment Management
2680
Herald Investment Management
United Kingdom
$336M -$23.3M -6% 2.52% 493% 95 10.53% 3.3
Strategy Asset Managers
2681
Strategy Asset Managers
California
$336M -$17.4M -5% 1.27% 115% 145 36.55% 2.4
Mengis Capital Management
2682
Mengis Capital Management
Oregon
$336M +$8.68M +3% 1.48% 104% 168 5.95% 2.6
Sound View Wealth Advisors Group
2683
Sound View Wealth Advisors Group
Georgia
$336M -$2.74M -0.8% 2.45% 73% 252 7.54% 0.2
University of Notre Dame du Lac
2684
University of Notre Dame du Lac
Indiana
$335M -$105M -24% 0.75% – 67 32.84% 1.2
BlueDrive Global Investors
2685
BlueDrive Global Investors
United Kingdom
$335M -$53.4M -14% 7.79% 25.6% 12 33.33% 0.9
Parker Investment Management
2686
Parker Investment Management
California
$334M +$6.8M +2% 2.66% 208% 43 25.58% 1.3
Muzinich & Co
2687
Muzinich & Co
New York
$334M -$148M -31% 1.59% 13.5% 67 32.84% 2.6
Greenvale Capital
2688
Greenvale Capital
United Kingdom
$334M -$56.4M -14% 0.8% 101% 12 25% 0.6
Cubic Asset Management
2689
Cubic Asset Management
Massachusetts
$334M +$407K +0.1% 1.48% 40.5% 172 6.98% 4
Siena Capital Partners
2690
Siena Capital Partners
Illinois
$333M -$3.84M -1% 0.75% 44.2% 132 9.09% 0.8
Wilkins Investment Counsel
2691
Wilkins Investment Counsel
Massachusetts
$333M -$518K -0.2% 1.54% 56.2% 75 2.67% 5.3
Lyell Wealth Management
2692
Lyell Wealth Management
California
$333M +$1.02M +0.3% 0.55% 128% 128 9.38% 1.9
Atlas Capital Advisors
2693
Atlas Capital Advisors
Wyoming
$333M +$28.3M +9% 1.08% – 739 25.3% 1
ARMC
2694
American Research & Management Company
Massachusetts
$333M -$1.73M -0.5% 1.15% 35.1% 351 7.12% 4.2
FFT Wealth Management
2695
FFT Wealth Management
Pennsylvania
$332M +$69.2M +26% 0.27% 65.6% 30 16.67% 2.7
Strategy Capital
2696
Strategy Capital
California
$332M +$95M +40% 7.75% 316% 9 33.33% 0.6
EFG Asset Management (Americas)
2697
EFG Asset Management (Americas)
Florida
$332M -$19.4M -6% 1.42% 112% 125 15.2% 2.4
Tortoise Index Solutions
2698
Tortoise Index Solutions
Kansas
$332M -$6.54M -2% 1.63% 52.2% 165 7.27% 1.8
America First Investment Advisors
2699
America First Investment Advisors
Nebraska
$332M +$2.6M +0.8% 1.1% 78.2% 88 0% 4.8
Arax Advisory Partners
2700
Arax Advisory Partners
Colorado
$332M +$31.1M +10% 0.99% 64.7% 618 11% 1.6