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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)
Murchinson
2826
Murchinson
Ontario, Canada
$524M -$530M -50% 10.1% 107% 183 60.11% 0.3
Nan Fung Trinity
2827
Nan Fung Trinity
Hong Kong
$523M +$63.4M +14% 7.6% 82.3% 33 18.18% 1.3
HeadInvest LLC
2828
HeadInvest LLC
Maine
$523M -$40.4M -7% 4.25% 59.1% 238 5.88% 4.1
IIA
2829
IPG Investment Advisors
California
$523M -$29.5M -5% 9.25% 126% 233 38.2% 1.4
Hefren-Tillotson
2830
Hefren-Tillotson
Pennsylvania
$523M -$33.7M -6% 5.13% 40% 13 0% 4.8
Zevin Asset Management
2831
Zevin Asset Management
Massachusetts
$522M -$32.7M -6% 4.12% 71.7% 98 11.22% 4.6
IBEX Wealth Advisors
2832
IBEX Wealth Advisors
New Jersey
$522M -$42.6M -8% 1.6% 221% 210 27.14% 1.5
Valley National Advisers
2833
Valley National Advisers
Pennsylvania
$522M -$19.9M -4% 3.43% 87.2% 1,023 9.58% 3.7
TIM
2834
Total Investment Management
Arizona
$522M -$83.8M -14% 4.37% 44.4% 79 16.46% 2
Mengis Capital Management
2835
Mengis Capital Management
Oregon
$522M -$10.9M -2% 0.19% 104% 188 6.91% 4.1
Formidable Asset Management
2836
Formidable Asset Management
Ohio
$522M +$471K +0.1% 2.8% 52.2% 371 18.6% 1.4
Newman Dignan & Sheerar Inc
2837
Newman Dignan & Sheerar Inc
Rhode Island
$521M +$191M +58% 9.16% 82.6% 220 16.82% 4.2
Intersect Capital
2838
Intersect Capital
California
$521M -$21.2M -4% 3.26% 57.2% 475 17.89% 2.1
Incline Global Management
2839
Incline Global Management
New York
$520M +$45.9M +10% 10.4% 40.1% 25 20% 1.4
Northwest Bancshares
2840
Northwest Bancshares
Pennsylvania
$520M +$11.3M +2% 1.42% 84.8% 225 15.56% 2.6
Claret Asset Management
2841
Claret Asset Management
Quebec, Canada
$520M -$20.8M -4% 2.45% 73.3% 179 17.88% 2.9
VCM
2842
V3 Capital Management
Texas
$518M -$175M -25% 3.75% 20.5% 16 43.75% 1.2
Sycamore Partners Management
2843
Sycamore Partners Management
New York
$518M -$296M -36% 37.7% 31.8% 2 50% 0.1
Chatham Capital Group
2844
Chatham Capital Group
Georgia
$517M -$36.8M -7% 3.68% 97% 198 13.13% 4.5
Amarillo National Bank
2845
Amarillo National Bank
Texas
$517M +$5.83M +1% 4.34% 63.5% 108 5.56% 4.7
Live Oak Private Wealth
2846
Live Oak Private Wealth
North Carolina
$517M -$17.8M -3% 1.69% 65% 183 12.02% 1.6
Faithward Advisors
2847
Faithward Advisors
Pennsylvania
$516M -$10.9M -2% 3.81% 119% 305 18.03% 1.1
SB Management
2848
SB Management
United Arab Emirates
$516M -$496M -49% 22.6% – 26 23.08% 0.7
Chemung Canal Trust
2849
Chemung Canal Trust
New York
$516M -$38M -7% 0.54% 80.9% 127 7.09% 5.5
Moloney Securities Asset Management
2850
Moloney Securities Asset Management
Missouri
$515M -$73.5M -12% 2.5% 86% 489 21.88% 2.5