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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)
Capital Investment Advisors
1301
Capital Investment Advisors
Georgia
$945M +$41M +5% 0.34% 56.6% 414 6.28% 1.1
SJIC
1302
St. James Investment Company
Texas
$943M +$25M +3% 0.72% 43.8% 72 44.44% 0.7
CPV
1303
Canaan Partners VII
Connecticut
$938M -$320M -25% 22.1% 20.7% 5 40% 0.7
TRV
1304
Third Rock Ventures
Massachusetts
$938M -$285M -23% 52.9% – 6 33.33% 0.8
CCM
1305
Cobalt Capital Management
New Jersey
$934M +$111M +13% 5.5% 235% 88 57.95% 0.5
Raymond James Trust
1306
Raymond James Trust
Florida
$934M +$3.48M +0.4% 0.85% 41.3% 677 12.41% 1.4
MAM
1307
Meeder Asset Management
Ohio
$933M +$146M +19% 3.48% 156% 622 45.82% 0.7
VFS
1308
VSR Financial Services
Kansas
$933M +$46.7M +5% 1.69% 20.7% 622 18.65% 1.3
B
1309
BancorpSouth
Mississippi
$932M +$13.3M +1% 1.19% 3.86% 286 21.68% 1.3
LW
1310
Linscomb Wealth
Texas
$932M +$28.5M +3% 0.79% 75.2% 290 17.24% 1.4
WEC
1311
White Elm Capital
Connecticut
$931M -$76.6M -8% 3.35% 103% 30 30% 1.2
OCM
1312
Olstein Capital Management
New York
$926M +$107M +13% 1.63% 16.6% 129 17.83% 1.2
Shelton Capital Management
1313
Shelton Capital Management
Colorado
$926M +$67M +8% 2.66% 161% 846 12.77% 1.4
NC
1314
Northpointe Capital
Michigan
$924M +$91.7M +11% 8.3% 33% 284 34.86% 0.8
BTP
1315
Bloom Tree Partners
New York
$923M +$255M +38% 6.91% 20.4% 40 42.5% 0.6
Destination Wealth Management
1316
Destination Wealth Management
California
$923M -$65.8M -7% 0.79% 52.7% 122 17.21% 1.5
MCM
1317
Makena Capital Management
California
$920M -$41M -4% 2.33% 78.7% 14 7.14% 1.3
GA
1318
GRS Advisors
Illinois
$920M -$403M -30% 5.87% 54.3% 34 50% 0.9
TCCM
1319
Two Creeks Capital Management
New York
$917M +$78.4M +9% 4.25% 38.8% 15 33.33% 0.2
NRC
1320
North Run Capital
Massachusetts
$914M -$209M -19% 2.57% 19.4% 32 40.63% 1.1
CP
1321
Cumberland Partners
Ontario, Canada
$911M -$45.4M -5% 3.34% 101% 70 31.43% 1
VF
1322
Virtu Financial
New York
$909M +$96.1M +12% 0.62% 160% 450 70.67% 0.3
CCMIC
1323
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$907M -$8.58M -0.9% 7.39% 85.6% 45 15.56% 0.8
Sumitomo Life Insurance
1324
Sumitomo Life Insurance
Japan
$907M -$101M -10% 1.53% 69.6% 299 8.7% 1.5
FIM
1325
Freedom Investment Management
Connecticut
$907M +$136M +18% 3.14% 68.5% 701 24.96% 1