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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)
Vector Capital Management
3101
Vector Capital Management
California
$450M -$66.7M -13% 10.6% 42.7% 6 16.67% 0.9
Kesler Norman & Wride
3102
Kesler Norman & Wride
Utah
$449M -$22.9M -5% 2.47% 76% 148 5.41% 1.2
III
3103
Independent Investors Inc
New York
$449M -$18.8M -4% 2.28% 94.5% 78 3.85% 6.3
Archford Capital Strategies
3104
Archford Capital Strategies
Illinois
$449M +$11.4M +3% 4.82% 87.4% 306 11.11% 3.4
SlateStone Wealth
3105
SlateStone Wealth
Florida
$448M -$19.6M -4% 3.65% 79.1% 203 22.17% 1.9
Pinkerton Retirement Specialists
3106
Pinkerton Retirement Specialists
Idaho
$448M -$123M -22% 3.66% 98% 95 14.74% 2.9
Wedmont Private Capital
3107
Wedmont Private Capital
Pennsylvania
$448M +$124M +38% 4.88% 87.5% 336 33.63% 0.2
Commodore Capital
3108
Commodore Capital
New York
$448M +$15.9M +4% 7.2% 2,121% 29 20.69% 0.9
Financial Planning & Information Services
3109
Financial Planning & Information Services
Wisconsin
$448M +$41.4M +10% 3.58% 13% 84 10.71% 4.1
MPAM
3110
Monarch Partners Asset Management
Massachusetts
$448M -$44.4M -9% 0.85% 136% 189 38.1% 0.9
Qtron Investments
3111
Qtron Investments
Massachusetts
$447M +$4.62M +1% 0.79% 140% 385 28.31% 1.2
Luminus Management
3112
Luminus Management
Texas
$447M +$21M +5% 51.2% 8.7% 80 88.75% 1.3
Mitchell Capital Management
3113
Mitchell Capital Management
Kansas
$447M -$46.8M -9% 4.02% 234% 157 26.75% 2.8
Absolute Investment Advisers
3114
Absolute Investment Advisers
Florida
$447M +$139M +45% 0% 0.5% 90 27.78% 0.3
Hamilton Lane Advisors
3115
Hamilton Lane Advisors
Pennsylvania
$447M -$327M -42% 22.9% 167% 99 35.35% 0.8
JCP
3116
JB Capital Partners
New York
$447M -$25.6M -5% 1.91% 142% 88 6.82% 0.9
NFC Investments
3117
NFC Investments
Tennessee
$446M -$34.8M -7% 1.62% – 44 18.18% 4.1
Kora Management
3118
Kora Management
New York
$446M -$413M -48% 45.5% 307% 2 0% 2.3
Steel Partners Holdings
3119
Steel Partners Holdings
New York
$445M -$22.8M -5% 6.58% – 3 0% 7.2
VDBMI
3120
Van Den Berg Management I
Texas
$445M -$106M -19% 7.74% 187% 92 18.48% 1.9
Legacy Financial Advisors
3121
Legacy Financial Advisors
Kentucky
$445M +$8.68M +2% 4.01% 86.3% 253 23.72% 1.3
Index Venture Growth Associates I
3122
Index Venture Growth Associates I
Jersey
$444M -$124M -22% 13.2% 30.9% 1 0% 0.8
LA
3123
Latitude Advisors
Florida
$444M +$86.1M +24% 3.14% 79.6% 366 27.87% 0.7
Bulltick Wealth Management
3124
Bulltick Wealth Management
Florida
$444M -$61.6M -12% 6.84% 58.2% 171 35.67% 0.8
Beck Bode LLC
3125
Beck Bode LLC
Massachusetts
$444M +$44.1M +11% 1.15% 155% 178 67.98% 0.3