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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)
CCM
1426
Carronade Capital Management
Connecticut
$1.88B +$357M +24% 20.3% 215% 43 37.21% 0.6
RNC Capital Management
1427
RNC Capital Management
California
$1.87B +$69.4M +4% 1.98% 83% 167 10.78% 5.6
Western Wealth Management
1428
Western Wealth Management
Colorado
$1.87B +$114M +6% 2.67% 82.6% 800 12.38% 3
SIG Brokerage
1429
SIG Brokerage
New York
$1.87B – – 5.08% – 462 – 0
Michael & Susan Dell Foundation
1430
Michael & Susan Dell Foundation
New York
$1.86B +$462M +33% 6.33% 238% 5 40% 0.4
BMCM
1431
Bryn Mawr Capital Management
Pennsylvania
$1.86B +$2.23M +0.1% 0.07% 71.4% 432 11.11% 2.4
FAS
1432
Formuepleje A/S
Denmark
$1.85B -$101M -5% 0.21% 92.1% 59 10.17% 2.8
SI
1433
Standard Investments
New York
$1.85B -$121M -6% 0.88% 29.6% 21 33.33% 1.8
Index Fund Advisors
1434
Index Fund Advisors
California
$1.85B -$36.6M -2% 0.42% 58.2% 111 7.21% 2
Fifth Third Wealth Advisors
1435
Fifth Third Wealth Advisors
Ohio
$1.84B +$212M +13% 2.82% 102% 774 16.54% 0.7
Csenge Advisory Group
1436
Csenge Advisory Group
Florida
$1.84B -$75.7M -4% 0.29% 66.3% 771 18.42% 2.7
PCM
1437
Parsons Capital Management
Rhode Island
$1.84B +$263M +17% 1.37% 84.9% 459 6.97% 6.6
HighPoint Advisor Group
1438
HighPoint Advisor Group
Illinois
$1.84B +$125M +7% 5% – 746 12.73% 3.8
Greenoaks Capital Partners
1439
Greenoaks Capital Partners
California
$1.84B -$21.7M -1% 12.5% 311% 13 38.46% 2.3
HA
1440
Heartland Advisors
Wisconsin
$1.84B -$67.2M -4% 0.6% 88.6% 207 15.46% 2.8
WCMNY
1441
Westchester Capital Management (New York)
New York
$1.84B -$504M -22% 4.28% 100% 241 51.87% 0.8
IHL
1442
Investment House LLC
California
$1.84B -$15.5M -0.8% 3.21% 125% 218 14.22% 6.6
CCA
1443
Cobblestone Capital Advisors
New York
$1.83B +$51.5M +3% 1.2% 83.3% 303 8.25% 6.2
Arkadios Wealth Advisors
1444
Arkadios Wealth Advisors
Georgia
$1.83B +$68M +4% 4.74% 91.1% 1,017 16.03% 2.1
ML
1445
McAdam LLC
Pennsylvania
$1.83B +$50.2M +3% 0.58% 57.4% 375 16.8% 2.8
PAIM
1446
Punch & Associates Investment Management
Minnesota
$1.83B +$19.2M +1% 4.56% 97.5% 182 13.19% 4.5
MTIM
1447
Marathon Trading Investment Management
Pennsylvania
$1.82B +$717M +65% 14.9% 143% 374 42.78% 1.1
Delta Accumulation LLC
1448
Delta Accumulation LLC
California
$1.82B +$459M +34% 1.45% 96.5% 238 24.37% 0.9
CAM
1449
Cormorant Asset Management
Massachusetts
$1.82B -$64.9M -3% 66.6% 3,977% 53 24.53% 1.4
RHJA
1450
Rice Hall James & Associates
California
$1.82B -$26.9M -1% 6.11% 140% 265 11.7% 4.6