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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)
Zevin Asset Management
2876
Zevin Asset Management
Massachusetts
$746M +$58.4M +9% 2.77% 71.7% 120 37.5% 4.6
One William Street Capital Management
2877
One William Street Capital Management
New York
$745M +$458M +159% 1.51% 44% 11 63.64% 0.3
Parkway Wealth Management
2878
Parkway Wealth Management
Texas
$745M – – 1.48% – 133 – 0
HCP
2879
Holt Capital Partners
Texas
$745M +$122M +20% 2.78% 69.5% 152 3.95% 7.7
SF
2880
Symphony Financial
Texas
$744M -$77.2M -9% 3.43% 95.7% 320 26.25% 1.2
RenaissanceRe Holdings
2881
RenaissanceRe Holdings
Bermuda
$744M +$3.01M +0.4% 0.61% 40.8% 5 0% 3.9
Portside Wealth Group
2882
Portside Wealth Group
Utah
$744M +$18M +2% 2.47% 90.1% 514 16.73% 1.6
McGlone Suttner Wealth Management
2883
McGlone Suttner Wealth Management
Wisconsin
$743M +$28.8M +4% 2.67% 61.6% 202 11.39% 2.1
Decheng Capital
2884
Decheng Capital
California
$743M +$170M +30% 57.8% – 23 17.39% 1.5
HP
2885
Hound Partners
New York
$743M -$35.4M -5% 3.89% 19.7% 42 40.48% 0.8
Hohimer Wealth Management
2886
Hohimer Wealth Management
Washington
$743M +$27.7M +4% 5.03% 111% 387 28.17% 1.9
Third View Private Wealth
2887
Third View Private Wealth
Connecticut
$743M – – 1.76% – 269 – 0
Grandeur Peak Global Advisors
2888
Grandeur Peak Global Advisors
Utah
$743M -$2.54M -0.3% 5.89% 96% 117 23.93% 2.4
Manchester Global Management
2889
Manchester Global Management
United Kingdom
$742M -$18.3M -2% 9.9% 156% 24 25% 1.3
Capital Advantage
2890
Capital Advantage
California
$741M +$76.4M +11% 2.73% 49.2% 150 8.67% 2.4
JLB & Associates
2891
JLB & Associates
Michigan
$741M -$19.1M -3% 1.46% 69.9% 77 12.99% 8
Lee Financial
2892
Lee Financial
Texas
$741M -$56.3M -7% 2.27% 75% 185 25.95% 5.8
Glassman Wealth Services
2893
Glassman Wealth Services
Virginia
$741M +$29.4M +4% 2.39% 62.6% 201 10.45% 4.5
Sava Infond
2894
Sava Infond
Slovenia
$741M +$35.3M +5% 4.82% – 231 12.12% 0.9
Technology Crossover Management XI
2895
Technology Crossover Management XI
California
$740M -$237M -24% 15.7% 112% 3 33.33% 2.1
Rice Partnership
2896
Rice Partnership
Hawaii
$740M +$35.5M +5% 6.73% 123% 204 22.06% 3.4
Lineweaver Wealth Advisors
2897
Lineweaver Wealth Advisors
Ohio
$739M +$56.3M +8% 1.99% 68.4% 191 18.85% 2.6
Defilade Capital Management
2898
Defilade Capital Management
California
$738M – – 36.3% – 33 – 0
Skylands Capital
2899
Skylands Capital
Wisconsin
$737M +$13.6M +2% 6.85% 61% 163 14.72% 5.5
Keating Financial Advisory Services
2900
Keating Financial Advisory Services
Kansas
$737M – – 3.18% – 2,227 – 0