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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)
Montag & Associates
1426
Montag & Associates
Georgia
$2.19B +$17.4M +0.8% 3.89% 90.1% 1,187 25.36% 4.7
Dark Forest Capital Management
1427
Dark Forest Capital Management
Puerto Rico
$2.19B -$467M -18% 2.94% 63% 1,430 57.2% 0.5
TA
1428
Trivest Advisors
Hong Kong
$2.19B -$943M -30% 25.5% 2,977% 44 59.09% 0.6
Obermeyer Wealth Partners
1429
Obermeyer Wealth Partners
Colorado
$2.19B +$53.5M +3% 3.23% 91.3% 313 13.42% 3.9
Centaurus Financial
1430
Centaurus Financial
California
$2.19B +$56.1M +3% 1.27% 83.5% 1,109 12.89% 3.1
Purpose Unlimited Inc
1431
Purpose Unlimited Inc
$2.19B – – 3.73% – 402 – 0
Aristotle Atlantic Partners
1432
Aristotle Atlantic Partners
Florida
$2.19B -$1.26B -37% 5.86% 144% 94 13.83% 5.1
NLB Skladi upravljanje premozenja
1433
NLB Skladi upravljanje premozenja
$2.19B – – 5.18% – 330 – 0
Texas Permanent School Fund
1434
Texas Permanent School Fund
Texas
$2.19B -$883M -29% 0.59% 44.6% 7 0% 1.3
McAdam LLC
1435
McAdam LLC
Pennsylvania
$2.19B +$156M +8% 1.74% 65.4% 447 15.21% 2.9
Greylock XIV
1436
Greylock XIV
California
$2.18B – – 28% – 1 – 0
Oribel Capital Management
1437
Oribel Capital Management
New York
$2.18B -$999M -31% 4.97% 337% 150 81.33% 0.2
71 West Capital Partners
1438
71 West Capital Partners
Massachusetts
$2.17B – – 2.4% – 259 – 0
New South Capital Management
1439
New South Capital Management
Tennessee
$2.17B -$19.9M -0.9% 1.92% 106% 60 11.67% 7.3
NM
1440
NWI Management
New York
$2.17B +$296M +16% 13.1% 230% 77 40.26% 2.1
Western Wealth Management
1441
Western Wealth Management
Colorado
$2.17B +$275M +14% 2.42% 82.6% 859 14.55% 3.3
Brooklyn Investment Group
1442
Brooklyn Investment Group
New York
$2.17B +$1.43B +193% 4.53% – 1,566 62.2% 0.6
Strategic Financial Services
1443
Strategic Financial Services
New York
$2.17B +$175M +9% 2.56% 58.7% 150 9.33% 6.2
B. Riley Wealth Advisors
1444
B. Riley Wealth Advisors
Florida
$2.17B +$5.14M +0.2% 3.22% 118% 1,182 22.93% 4.6
Hawk Ridge Capital Management
1445
Hawk Ridge Capital Management
California
$2.17B +$68M +3% 0.76% 84.9% 48 33.33% 1.3
Zions Bancorporation, National Association
1446
Zions Bancorporation, National Association
Utah
$2.16B +$141M +7% 2.16% – 1,231 33.23% 0.5
Cormorant Asset Management
1447
Cormorant Asset Management
Massachusetts
$2.16B +$713M +49% 107% 3,977% 42 30.95% 2.1
TIG Advisors LLC
1448
TIG Advisors LLC
New York
$2.16B +$474M +28% 18.7% 379% 123 82.11% 0.1
Goelzer Investment Management
1449
Goelzer Investment Management
Indiana
$2.16B +$269M +14% 13.2% 97.2% 279 14.34% 5.9
Ausdal Financial Partners
1450
Ausdal Financial Partners
Iowa
$2.16B +$95.3M +5% 2.77% 63.2% 1,023 16.81% 2.7