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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)
Hillsdale Investment Management
1351
Hillsdale Investment Management
Ontario, Canada
$1.97B -$10.7M -0.5% 2.11% 271% 728 39.42% 1.6
BLB&B Advisors
1352
BLB&B Advisors
Pennsylvania
$1.97B +$4.84M +0.2% 1.1% 82% 285 8.42% 6.7
Capital Asset Advisory Services
1353
Capital Asset Advisory Services
Michigan
$1.96B -$68.8M -3% 0.79% 56.8% 323 17.03% 3.9
RNC Capital Management
1354
RNC Capital Management
California
$1.96B +$86.4M +5% 3.32% 83% 172 9.3% 5.8
Peconic Partners
1355
Peconic Partners
New York
$1.96B -$502M -20% 17.7% 300% 13 53.85% 3.1
XTX Topco
1356
XTX Topco
Cayman Islands
$1.95B +$738M +61% 4.22% 87.3% 3,318 62.84% 0.3
Michael & Susan Dell Foundation
1357
Michael & Susan Dell Foundation
New York
$1.95B +$90M +5% 6.42% 238% 4 0% 0.6
Distillate Capital Partners
1358
Distillate Capital Partners
Illinois
$1.95B -$82.7M -4% 0.2% 9.94% 140 30.71% 0.6
Yaupon Capital Management
1359
Yaupon Capital Management
New York
$1.95B -$470M -19% 5.3% 122% 148 67.57% 0.7
Wedmont Private Capital
1360
Wedmont Private Capital
Pennsylvania
$1.95B +$55.8M +3% 0.62% 87.5% 773 18.76% 1.9
Patient Capital Management
1361
Patient Capital Management
Maryland
$1.94B -$223M -10% 5.43% 131% 46 21.74% 2
Westchester Capital Management (New York)
1362
Westchester Capital Management (New York)
New York
$1.94B +$101M +6% 10.3% 100% 223 48.43% 0.8
Elm Partners Management
1363
Elm Partners Management
Pennsylvania
$1.94B +$476M +33% 1.63% 46.9% 78 23.08% 2.8
RWC Asset Management
1364
RWC Asset Management
United Kingdom
$1.94B -$56.1M -3% 4.67% 75.4% 164 18.9% 1.4
JANA Partners Management
1365
JANA Partners Management
New York
$1.94B -$96.5M -5% 9.35% 47.2% 12 25% 1
Fifth Third Wealth Advisors
1366
Fifth Third Wealth Advisors
Ohio
$1.93B +$87.4M +5% 3.35% 114% 776 15.98% 0.9
SHIM
1367
Spruce House Investment Management
New York
$1.93B -$795M -29% 9.04% 863% 12 33.33% 4.6
Belpointe Asset Management
1368
Belpointe Asset Management
Nevada
$1.92B +$262M +16% 1.46% 80.1% 1,068 34.93% 2.7
Venturi Wealth Management
1369
Venturi Wealth Management
Texas
$1.92B -$111M -5% 1.1% 101% 1,932 71.69% 2.8
Steele Capital Management
1370
Steele Capital Management
Iowa
$1.92B +$205K +0% 1.59% 59.7% 80 5% 1.1
Connecticut Wealth Management
1371
Connecticut Wealth Management
Connecticut
$1.91B -$125M -6% 2.06% 70.2% 324 23.77% 2.6
Alpine Associates Management
1372
Alpine Associates Management
Florida
$1.91B +$261M +16% 14.7% 366% 66 66.67% 0.5
Trilogy Capital
1373
Trilogy Capital
California
$1.91B -$37.8M -2% 1.7% 57.6% 354 13.56% 2.2
Flagship Harbor Advisors
1374
Flagship Harbor Advisors
Massachusetts
$1.9B -$2.25M -0.1% 1.73% 75.7% 781 10.12% 4.1
Ostrum Asset Management
1375
Ostrum Asset Management
France
$1.9B +$745M +65% 1.05% 107% 665 9.17% 1.9