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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)
Paradigm Capital Management Inc
1251
Paradigm Capital Management Inc
New York
$2.25B +$58.3M +3% 5.56% 237% 137 11.68% 6.8
CX Institutional
1252
CX Institutional
Indiana
$2.25B +$122M +6% 6.38% 62.9% 603 18.74% 2.6
Alpha Cubed Investments
1253
Alpha Cubed Investments
California
$2.25B +$149M +7% 6.71% 126% 308 17.53% 4.6
Summit Partners
1254
Summit Partners
Massachusetts
$2.24B +$559M +33% 39.2% 13.7% 9 0% 4.6
STALEY CAPITAL ADVISERS
1255
STALEY CAPITAL ADVISERS
Pennsylvania
$2.24B +$63M +3% 4.15% 81.9% 189 6.88% 5.7
MUFG Securities (Canada)
1256
MUFG Securities (Canada)
New York
$2.24B +$720M +47% 14.4% – 42 0% 0.7
Northeast Investment Management
1257
Northeast Investment Management
Massachusetts
$2.23B +$106M +5% 6.32% 93.4% 191 9.42% 7.1
Port Capital
1258
Port Capital
Illinois
$2.23B +$235M +12% 11.1% 74.4% 88 4.55% 4.4
Long Pond Capital
1259
Long Pond Capital
New York
$2.23B +$358M +19% 12.3% 13.5% 48 45.83% 1
59 North Capital Management
1260
59 North Capital Management
Texas
$2.23B +$200M +10% 5.4% 81.4% 19 31.58% 1.2
North Star Asset Management
1261
North Star Asset Management
Wisconsin
$2.23B +$121M +6% 6.08% 62% 334 6.59% 6.4
WBG
1262
Wharton Business Group
Pennsylvania
$2.23B +$291M +15% 7.15% 72.5% 149 12.75% 4
First Western Trust Bank
1263
First Western Trust Bank
Colorado
$2.22B +$123M +6% 6.57% 32% 211 9.95% 1.9
Seizert Capital Partners
1264
Seizert Capital Partners
Michigan
$2.21B +$202M +10% 10.3% 73.4% 186 19.35% 3.1
Element Capital Management
1265
Element Capital Management
New York
$2.21B +$925M +72% 5.98% 49.4% 81 90.12% 0.5
Platinum Investment Management
1266
Platinum Investment Management
Australia
$2.21B -$263M -11% 10% 190% 148 27.03% 2.8
Amazon.com Inc
1267
Amazon.com Inc
Washington
$2.21B -$320M -13% 11.3% 32.2% 10 0% 2.7
Westwood Global Investments
1268
Westwood Global Investments
Massachusetts
$2.2B +$197M +10% 6.58% 112% 14 0% 5.8
Avidian Wealth Enterprises
1269
Avidian Wealth Enterprises
Texas
$2.2B -$206M -9% 4.77% 71.7% 540 15.19% 2.6
Dixon Mitchell Investment Counsel
1270
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.2B +$205M +10% 7.81% 67.9% 163 45.4% 4.1
Johnson Financial Group Inc (Wisconsin)
1271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.19B +$126M +6% 5.8% 58.1% 1,059 36.45% 3.3
Laird Norton Wetherby Wealth Management
1272
Laird Norton Wetherby Wealth Management
California
$2.19B +$65.9M +3% 6.2% – 964 7.26% 5.7
CL
1273
CSS LLC
Illinois
$2.19B +$230M +12% 4.31% 128% 1,094 43.42% 1.1
Prana Capital Management
1274
Prana Capital Management
Connecticut
$2.18B +$81.7M +4% 9.61% 36.6% 111 39.64% 1
Bristol Gate Capital Partners
1275
Bristol Gate Capital Partners
Ontario, Canada
$2.18B +$165M +8% 9.95% 79.2% 31 0% 3.8