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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)
Foyston, Gordon, & Payne
3151
Foyston, Gordon, & Payne
Ontario, Canada
$420M -$3.61M -0.9% 7.94% 57.2% 67 8.96% 3.9
TF
3152
TimeScale Financial
Massachusetts
$420M +$32.8M +8% 5.53% 31.3% 581 15.66% 1.6
Sicart Associates
3153
Sicart Associates
New York
$420M +$41.9M +11% 4.62% 99.1% 115 8.7% 2
Squadra Investments
3154
Squadra Investments
Brazil
$420M +$173M +70% 10% 1.55% 5 40% 0.6
Cable Hill Partners
3155
Cable Hill Partners
Oregon
$420M +$55.2M +15% 6.56% 20.3% 141 26.24% 3
MAS
3156
Managed Account Services
Florida
$420M +$37.6M +10% 5.75% 32.4% 111 8.11% 2.8
Cary Street Partners Asset Management
3157
Cary Street Partners Asset Management
Virginia
$419M +$12.8M +3% 6.19% 25.3% 185 21.08% 0.5
Willow Creek Wealth Management
3158
Willow Creek Wealth Management
California
$419M +$147M +54% 1.97% – 112 16.07% 2.2
JCP
3159
JB Capital Partners
New York
$419M +$38.2M +10% 17.6% 142% 91 12.09% 0.2
Websterrogers Financial Advisors
3160
Websterrogers Financial Advisors
South Carolina
$419M +$49.1M +13% 5.19% 42.9% 63 17.46% 0.4
Intrua Financial
3161
Intrua Financial
Texas
$419M +$25M +6% 7.81% 71% 313 14.38% 0.7
Summit Wealth Partners
3162
Summit Wealth Partners
Florida
$419M +$28.6M +7% 5.24% 44.9% 160 10.63% 1.1
Stockman Wealth Management
3163
Stockman Wealth Management
Montana
$419M +$59.5M +17% 5.13% 77.5% 201 7.46% 3.2
Prentice Capital Management
3164
Prentice Capital Management
Connecticut
$419M +$96.7M +30% 4.1% 128% 32 53.13% 0.4
3LCM
3165
3D/L Capital Management
Connecticut
$419M +$23.8M +6% 4.14% 13.9% 127 11.81% 0.3
FAG
3166
Financial Advisory Group
Texas
$418M +$27.5M +7% 5.54% 20.6% 96 18.75% 3.5
Invenomic Capital Management
3167
Invenomic Capital Management
Massachusetts
$418M -$30.8M -7% 4.65% 6.61% 163 50.92% 0.5
Trustees of General Electric Pension Trust
3168
Trustees of General Electric Pension Trust
Connecticut
$417M +$10.2M +3% 2.52% 184% 1 0% 4.5
Marotta Asset Management
3169
Marotta Asset Management
Virginia
$417M +$25.8M +7% 4.64% 51% 102 8.82% 1.1
PCR
3170
Potrero Capital Research
California
$416M -$1.59M -0.4% 13.1% 226% 142 54.93% 0.6
Westwind Capital
3171
Westwind Capital
New Mexico
$416M +$70.4M +20% 15% 87.6% 43 16.28% 2.3
Bright Rock Capital Management
3172
Bright Rock Capital Management
Massachusetts
$416M +$24.5M +6% 7.8% 53.1% 80 11.25% 4.2
Founders Capital Management (Connecticut)
3173
Founders Capital Management (Connecticut)
Connecticut
$415M +$16M +4% 7.34% 99.9% 75 5.33% 3.9
Kavar Capital Partners Group
3174
Kavar Capital Partners Group
Kansas
$414M +$43.3M +12% 7.36% 77.2% 152 8.55% 3.6
Berkshire Bank
3175
Berkshire Bank
Massachusetts
$414M +$15.9M +4% 7.31% 76.2% 128 7.03% 0.7