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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)
VDBMI
2851
Van Den Berg Management I
Texas
$508M +$51.1M +11% 8.04% 187% 76 11.84% 1.8
Charles Schwab Trust
2852
Charles Schwab Trust
Nevada
$508M +$25.6M +5% 4.98% 52.7% 186 5.91% 1.3
Bain Capital Credit
2853
Bain Capital Credit
Massachusetts
$508M +$56.8M +13% 7.86% 14.4% 22 54.55% 0.6
Samson Rock Capital
2854
Samson Rock Capital
United Kingdom
$508M +$108M +27% 19.7% 166% 69 88.41% 0.1
Night Owl Capital Management
2855
Night Owl Capital Management
Connecticut
$507M +$15.1M +3% 15.8% 162% 28 14.29% 3.7
StrategIQ Financial Group
2856
StrategIQ Financial Group
Indiana
$506M +$30.8M +6% 4.54% 12.6% 221 7.24% 3.2
Mattern Capital Management
2857
Mattern Capital Management
Colorado
$506M +$43.4M +9% 5.59% 31.5% 116 6.03% 1.3
TFO Wealth Partners
2858
TFO Wealth Partners
Ohio
$506M +$172M +52% 3.92% 63.6% 213 63.38% 0.6
HA
2859
Harbor Advisors
Florida
$506M +$54.6M +12% 13.7% 125% 206 12.14% 2.7
Simplicity Solutions
2860
Simplicity Solutions
Minnesota
$505M +$51.1M +11% 7.56% 37.1% 584 29.45% 1.9
SOL Capital Management
2861
SOL Capital Management
Maryland
$505M +$31.3M +7% 7.21% 56.6% 247 4.86% 5.3
Summit Financial Strategies
2862
Summit Financial Strategies
Ohio
$505M +$225M +81% 5.52% 59.4% 119 48.74% 1.8
Pacific Global Investment Management
2863
Pacific Global Investment Management
California
$505M +$25M +5% 7.1% 48% 219 7.76% 4.5
Intercontinental Wealth Advisors
2864
Intercontinental Wealth Advisors
Texas
$505M +$45.4M +10% 6.51% 46.7% 297 12.12% 1.8
Faithward Advisors
2865
Faithward Advisors
Pennsylvania
$505M +$57.3M +13% 8.5% 119% 278 17.63% 0.7
Makaira Partners
2866
Makaira Partners
California
$504M +$30.9M +7% 10% 22% 9 0% 3.7
Heck Capital Advisors
2867
Heck Capital Advisors
Wisconsin
$504M +$50.8M +11% 5.41% 67% 120 10.83% 2.7
GF
2868
Greenfield FTC
Nevada
$504M +$39.8M +9% 7.2% 75.4% 4 0% 0.5
Founders Financial Securities
2869
Founders Financial Securities
Maryland
$504M +$69.9M +16% 6.57% 64.3% 319 28.53% 1
Affinity Wealth Management
2870
Affinity Wealth Management
Delaware
$504M +$14.1M +3% 7.21% 116% 117 26.5% 1.3
PS
2871
Portfolio Strategies
New York
$504M +$25.2M +5% 9.34% 120% 73 42.47% 1.6
MAK Capital One
2872
MAK Capital One
New York
$503M +$82.1M +20% 18% 200% 11 27.27% 2.1
PNC Managed Account Solutions
2873
PNC Managed Account Solutions
Texas
$503M – – 6.01% – 572 – 0
Infusive Asset Management
2874
Infusive Asset Management
New York
$503M +$76.4M +18% 5.29% 33.8% 88 52.27% 0.4
Tikehau Investment Management
2875
Tikehau Investment Management
France
$503M +$31.3M +7% 11.5% 102% 15 0% 1.3