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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)
Portfolio Design Labs
3251
Portfolio Design Labs
California
$606M +$24.1M +4% 4.51% 115% 212 9.91% 0.9
Commonwealth Financial Services
3252
Commonwealth Financial Services
West Virginia
$606M +$21.9M +4% 2.1% 64.2% 251 14.74% 3.5
First Commonwealth Financial Corp
3253
First Commonwealth Financial Corp
Pennsylvania
$606M +$9.44M +2% 2.55% 72.9% 274 9.12% 4
MTC
3254
Matrix Trust Company
Colorado
$606M -$32.9M -5% 1.9% 51.4% 287 38.33% 1.5
Boston Standard Wealth Management
3255
Boston Standard Wealth Management
Massachusetts
$606M +$11.1M +2% 1.18% 47.1% 53 11.32% 5.5
SeaBridge Investment Advisors
3256
SeaBridge Investment Advisors
New Jersey
$606M -$10.5M -2% 4.05% 139% 213 12.68% 3.6
Sky Investment Group
3257
Sky Investment Group
Connecticut
$605M +$8.97M +2% 2.21% 81.4% 148 7.43% 6.7
Citizens Business Bank
3258
Citizens Business Bank
California
$605M +$6.15M +1% 2.42% 108% 153 16.34% 4.5
Cypress Funds
3259
Cypress Funds
California
$605M -$159M -21% 1.42% 100% 15 6.67% 4.2
Balboa Wealth Partners
3260
Balboa Wealth Partners
Arizona
$605M +$24.7M +4% 3.62% 214% 459 16.78% 1.4
Sycomore Asset Management
3261
Sycomore Asset Management
France
$604M +$3.57M +0.6% 1.89% 163% 73 24.66% 2.5
Camrose Capital Investment Partners
3262
Camrose Capital Investment Partners
United Kingdom
$604M +$173M +40% 0.97% – 10 10% 0.9
HughesLittle Investment Management
3263
HughesLittle Investment Management
$604M +$5.61M +0.9% 4.56% 106% 15 6.67% 5.7
CM
3264
Conifer Management
New York
$604M -$27.5M -4% 5.5% 22.7% 5 0% 3.4
Deltec Asset Management
3265
Deltec Asset Management
New York
$604M -$2.79M -0.5% 5.51% 127% 259 36.29% 2.5
McMorgan & Co
3266
McMorgan & Co
California
$603M -$46M -7% 0.78% 30.1% 60 26.67% 2.4
DCM
3267
Delaney Capital Management
$603M – – 7.13% – 54 – 0
BWCP LP
3268
BWCP LP
Texas
$603M +$25.8M +4% 2.59% 198% 32 37.5% 0.8
Alpha Omega Wealth Management
3269
Alpha Omega Wealth Management
Virginia
$603M +$1.81M +0.3% 1.33% 65.9% 209 5.74% 6.6
Kinsale Capital Group
3270
Kinsale Capital Group
Virginia
$602M +$55.2M +10% 1.51% 70.9% 41 7.32% 2.3
GTCR LLC
3271
GTCR LLC
Illinois
$602M -$304M -34% 1.26% 6.7% 4 25% 3.8
Land & Buildings Investment Management
3272
Land & Buildings Investment Management
Connecticut
$602M +$56.7M +10% 3.72% 53.9% 24 29.17% 1.6
Beck Bode LLC
3273
Beck Bode LLC
Massachusetts
$601M -$18M -3% 0.35% 155% 114 34.21% 1.4
IFG Advisors
3274
IFG Advisors
Missouri
$601M -$12.1M -2% 2.28% 78.7% 155 3.87% 3.8
Black Swift Group
3275
Black Swift Group
Colorado
$600M +$32.4M +6% 4.85% 139% 141 37.59% 1.2