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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)
USCA RIA
1301
USCA RIA
Texas
$1.13B +$268M +31% 20.3% 60.6% 482 21.37% 3.2
Mountain Pacific Investment Advisers
1302
Mountain Pacific Investment Advisers
Idaho
$1.13B +$174M +18% 18.8% 79.5% 129 14.73% 4.6
Foundations Investment Advisors
1303
Foundations Investment Advisors
Arizona
$1.13B +$267M +31% 19.8% 80.9% 179 43.02% 0.7
Prospera Financial Services
1304
Prospera Financial Services
Texas
$1.13B +$186M +20% 21% 97.4% 616 25.16% 1.8
Advisory Research
1305
Advisory Research
Illinois
$1.12B -$319M -22% 32% 144% 360 37.78% 1.7
Heartland Advisors
1306
Heartland Advisors
Wisconsin
$1.12B +$188M +20% 25.5% 88.6% 220 18.64% 2.1
Alpha Wave Global
1307
Alpha Wave Global
New York
$1.12B +$207M +23% 50.8% 226% 46 58.7% 0.5
Nichols & Pratt Advisers
1308
Nichols & Pratt Advisers
Massachusetts
$1.12B +$122M +12% 15.1% 71.2% 96 8.33% 5.6
Diameter Capital Partners
1309
Diameter Capital Partners
New York
$1.12B +$824M +278% 12.6% 378% 30 76.67% 0.1
Technology Crossover Management VII
1310
Technology Crossover Management VII
California
$1.12B -$853M -43% 12.4% 35.2% 4 50% 3.8
Coldstream Capital Management
1311
Coldstream Capital Management
Washington
$1.11B +$199M +22% 22.6% 71% 338 26.92% 2.8
Periscope Capital
1312
Periscope Capital
Ontario, Canada
$1.11B +$291M +35% 9.65% 28.8% 309 44.34% 0.6
Sadoff Investment Management
1313
Sadoff Investment Management
Wisconsin
$1.11B +$228M +26% 21.6% 49.2% 93 10.75% 3.5
Rockland Trust
1314
Rockland Trust
Massachusetts
$1.11B +$131M +13% 16.8% 61.5% 255 11.37% 3.6
HG Vora Capital Management
1315
HG Vora Capital Management
New York
$1.11B +$86.2M +8% 41.6% 42.6% 26 38.46% 0.8
Smithfield Trust
1316
Smithfield Trust
Pennsylvania
$1.11B +$157M +16% 13.2% 50% 1,125 24.09% 3.6
Neumeier Poma Investment Counsel
1317
Neumeier Poma Investment Counsel
California
$1.11B +$140M +14% 26.3% 229% 44 15.91% 2.9
Shanda Asset Management Holdings
1318
Shanda Asset Management Holdings
British Virgin Islands
$1.11B +$675M +156% 27.6% 125% 106 77.36% 0.2
Eagle Global Advisors
1319
Eagle Global Advisors
Texas
$1.11B +$121M +12% 29.2% 105% 212 17.92% 3.7
Cobblestone Capital Advisors
1320
Cobblestone Capital Advisors
New York
$1.11B +$182M +20% 20.1% 83.3% 272 21.69% 4
Scheer Rowlett & Associates Investment Management
1321
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.11B +$114M +12% 19.7% 74.2% 30 10% 4.7
Punch & Associates Investment Management
1322
Punch & Associates Investment Management
Minnesota
$1.11B +$266M +32% 31.7% 97.5% 247 18.22% 3
HP
1323
Hound Partners
New York
$1.1B +$27.9M +3% 49.9% 19.7% 68 67.65% 0.4
KCM
1324
Kingdon Capital Management
New York
$1.1B +$553M +101% 51.2% 217% 72 52.78% 0.8
Duality Advisers
1325
Duality Advisers
Florida
$1.1B – – 25.7% 18.3% 348 – 0.5