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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)
JAT Capital Management
2826
JAT Capital Management
Connecticut
$621M -$154M -20% 6.98% 734% 65 67.69% 0.3
KFS
2827
Kurt F. Somerville
$621M +$28M +5% 6.18% 92.9% 99 4.04% 7.4
CANC
2828
Culbertson A N & Co
Virginia
$621M +$48.5M +8% 8.02% 87.5% 126 3.97% 7.7
Towercrest Capital Management
2829
Towercrest Capital Management
Pennsylvania
$621M +$13M +2% 5.33% 42.6% 110 10.91% 5.1
Gateway Advisory
2830
Gateway Advisory
New Jersey
$620M +$31.4M +5% 5.67% 26% 146 14.38% 1.9
Occidental Asset Management
2831
Occidental Asset Management
California
$620M +$50M +9% 5.67% 82.5% 234 17.52% 3.6
VC
2832
Vision Capital
Ontario, Canada
$620M +$4.16M +0.7% 19.6% 19.8% 24 58.33% 0.4
New England Private Wealth Advisors
2833
New England Private Wealth Advisors
Massachusetts
$620M +$46.5M +8% 7.65% 55.8% 147 7.48% 4.4
Manchester Global Management
2834
Manchester Global Management
United Kingdom
$620M +$50.9M +9% 5.11% 156% 23 30.43% 1.1
Riverstone Holdings
2835
Riverstone Holdings
New York
$619M -$136M -18% 16.6% 89.8% 7 0% 4
Scarborough Advisors
2836
Scarborough Advisors
Maryland
$619M +$375M +154% 5.66% 63.3% 492 89.43% 0.9
Front Street Capital Management
2837
Front Street Capital Management
Montana
$618M +$96.4M +18% 80.2% 316% 72 9.72% 5.4
Two Seas Capital
2838
Two Seas Capital
New York
$617M +$1.97M +0.3% 5.9% 344% 28 35.71% 0.8
De Lisle Partners
2839
De Lisle Partners
United Kingdom
$617M +$159M +35% 13.7% – 205 18.54% 0.4
Engaged Capital
2840
Engaged Capital
California
$617M +$32.6M +6% 22.1% 26.2% 13 38.46% 1.9
CCM
2841
Cohen Capital Management
California
$617M +$35.9M +6% 6.48% 91.5% 155 9.68% 6.1
Live Oak Private Wealth
2842
Live Oak Private Wealth
North Carolina
$616M +$34.9M +6% 6.72% 65% 183 6.01% 3.2
CVA Family Office
2843
CVA Family Office
Colorado
$616M +$60.5M +11% 6.63% 71.6% 1,370 14.53% 1.1
University of Texas/Texas AM Investment Management Co (UTIMCO)
2844
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$616M +$103M +20% 9.31% 68.3% 200 33.5% 0.9
Viking Fund Management
2845
Viking Fund Management
North Dakota
$615M +$57M +10% 7.7% 105% 139 15.11% 3.9
UNC Management Company
2846
UNC Management Company
North Carolina
$615M +$439M +248% 5.54% 92% 3 66.67% 0.3
ADAR1 Capital Management
2847
ADAR1 Capital Management
Texas
$615M +$85.2M +16% 12.6% – 366 51.37% 0.3
49 Wealth Management
2848
49 Wealth Management
Texas
$614M +$107M +21% 5.13% – 201 32.34% 0.5
J.P. Marvel Investment Advisors
2849
J.P. Marvel Investment Advisors
Massachusetts
$613M +$3.26M +0.5% 4.46% 183% 75 2.67% 6.1
Bracebridge Capital LLC
2850
Bracebridge Capital LLC
Massachusetts
$613M +$60.6M +11% 11.7% 156% 46 30.43% 1.3