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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)
AlphaSimPlex Group
2851
AlphaSimPlex Group
Massachusetts
$297M +$186M +168% 12.3% 35.5% 223 68.16% 0.3
Parkside Financial Bank & Trust
2852
Parkside Financial Bank & Trust
Missouri
$297M +$16.6M +6% 13.3% 85.4% 1,737 16.93% 2.3
Orgel Wealth Management
2853
Orgel Wealth Management
Wisconsin
$296M -$35M -11% 6.38% 39.6% 42 19.05% 1.6
CIA
2854
Covington Investment Advisors
Pennsylvania
$296M +$32.8M +12% 12.7% 100% 96 3.13% 3.9
Meristem Family Wealth
2855
Meristem Family Wealth
Minnesota
$296M +$22.5M +8% 12.8% 67.7% 154 19.48% 2.5
Tiger Pacific Capital
2856
Tiger Pacific Capital
New York
$295M +$84.4M +40% 24.1% 84.5% 14 28.57% 0.8
Legacy Financial Advisors
2857
Legacy Financial Advisors
Kentucky
$295M +$36.8M +14% 11.2% 86.3% 1,208 27.24% 0.9
FundX Investment Group
2858
FundX Investment Group
California
$295M +$26M +10% 9.26% 94.6% 59 35.59% 1.2
Bessemer Securities
2859
Bessemer Securities
New York
$294M +$29.5M +11% 12.9% 45% 106 9.43% 0.3
Needham Investment Management
2860
Needham Investment Management
New York
$294M +$27.7M +10% 18.1% 424% 87 14.94% 3.6
SAS
2861
Sarbit Advisory Services
Manitoba, Canada
$294M -$78.4M -21% 13% 29.3% 11 36.36% 1.7
Canal Insurance Company
2862
Canal Insurance Company
South Carolina
$294M +$24M +9% 9.02% 114% 79 26.58% 3.3
Cypress Asset Management
2863
Cypress Asset Management
Texas
$294M +$26.3M +10% 14.9% 141% 159 12.58% 3.9
Waterton Global Resource Management
2864
Waterton Global Resource Management
Ontario, Canada
$294M +$103M +54% 44.6% 21% 4 0% 0.3
Welch Capital Partners
2865
Welch Capital Partners
New York
$294M +$32.5M +12% 14.2% 79.2% 33 18.18% 2.1
Peak Asset Management
2866
Peak Asset Management
Colorado
$294M +$27.3M +10% 12.2% 70.1% 135 8.15% 3
CFSG
2867
Community Financial Services Group
Vermont
$294M +$29.9M +11% 12.4% – 93 11.83% 2.9
Cambridge Advisors
2868
Cambridge Advisors
Nebraska
$294M +$24.9M +9% 10.6% 58.6% 139 5.76% 3.5
First Wilshire Securities Management
2869
First Wilshire Securities Management
California
$293M +$27.4M +10% 13.5% 135% 117 4.27% 3.6
CCPM
2870
Cooper Creek Partners Management
New York
$293M +$40.3M +16% 19.3% 86.4% 100 75% 0.2
Madison International Realty Holdings
2871
Madison International Realty Holdings
New York
$293M +$43.6M +17% 15.7% – 8 12.5% 1.6
Siris Capital Group
2872
Siris Capital Group
New York
$293M +$37.9M +15% 39.3% – 2 50% 0.5
CIM
2873
Castleton Investment Management
Connecticut
$293M +$80.5M +38% 12.7% 15.1% 71 60.56% 0.6
Old Dominion Capital Management
2874
Old Dominion Capital Management
Virginia
$293M +$16.1M +6% 12.8% 45.9% 150 16% 1.4
Dock Street Asset Management
2875
Dock Street Asset Management
Florida
$293M +$30.8M +12% 19.1% 175% 56 17.86% 2.9