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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)
Heard Capital LLC
1476
Heard Capital LLC
Illinois
$1.68B +$2.03M +0.1% 1.13% 161% 22 0% 4.2
Apexium Financial
1477
Apexium Financial
Texas
$1.68B +$29.3M +2% 4.44% 89.6% 287 12.89% 2.4
Baring Fintech Manager Holding
1478
Baring Fintech Manager Holding
Guernsey
$1.68B -$33.6M -2% 1.96% – 1 0% 0.3
First Interstate Bank
1479
First Interstate Bank
Montana
$1.67B +$23.1M +1% 2.12% 49.7% 185 11.35% 5
Highland Capital Management (Tennessee)
1480
Highland Capital Management (Tennessee)
Tennessee
$1.67B -$77.4M -4% 3.09% 160% 433 23.09% 4.8
Meeder Advisory Services
1481
Meeder Advisory Services
Ohio
$1.67B +$65M +4% 0.58% 91.4% 601 11.81% 1.6
Bryn Mawr Capital Management
1482
Bryn Mawr Capital Management
Pennsylvania
$1.67B -$188M -10% 0.51% 81.3% 443 19.64% 2.6
PAME
1483
Parvus Asset Management Europe
United Kingdom
$1.67B -$480M -22% 14.3% – 1 0% 0.3
Visionary Wealth Advisors
1484
Visionary Wealth Advisors
Illinois
$1.67B -$39.7M -2% 1.59% 75.4% 569 11.07% 2.8
RBF Capital
1485
RBF Capital
California
$1.67B -$267M -14% 2.49% 147% 619 19.06% 4.4
Clearline Capital
1486
Clearline Capital
New York
$1.66B +$906M +120% 16.9% 57.4% 133 42.11% 1.1
Pitcairn
1487
Pitcairn
Pennsylvania
$1.66B -$34.9M -2% 0.69% 111% 752 12.63% 4.8
TruWealth Advisors
1488
TruWealth Advisors
Louisiana
$1.66B -$1.75M -0.1% 1.77% 56.3% 171 12.28% 2.7
Mason Investment Advisory Services
1489
Mason Investment Advisory Services
Virginia
$1.66B -$48.7M -3% 2.6% 76.1% 75 6.67% 3.5
CP
1490
Coho Partners
Pennsylvania
$1.66B -$518M -24% 5.33% 35.6% 41 17.07% 6.9
Empirical Finance
1491
Empirical Finance
Pennsylvania
$1.66B -$72.5M -4% 2.88% 124% 514 4.67% 3.9
Procyon Advisors
1492
Procyon Advisors
Connecticut
$1.65B +$79M +5% 1.97% 92.3% 624 16.51% 2.4
Atlantic Union Bankshares
1493
Atlantic Union Bankshares
Virginia
$1.65B -$65.3M -4% 1.67% 78.9% 325 10.77% 4.9
Pine Valley Investments
1494
Pine Valley Investments
New Jersey
$1.65B -$19.6M -1% 0.56% 93.9% 594 9.76% 1.4
Hamilton Capital
1495
Hamilton Capital
Ohio
$1.65B +$337M +26% 2.69% – 147 19.05% 2.5
Centaurus Financial
1496
Centaurus Financial
California
$1.65B +$14M +0.9% 3.92% 83.5% 947 14.99% 3.1
Transform Wealth
1497
Transform Wealth
Colorado
$1.65B -$151M -8% 5.14% 48.4% 275 16% 3.1
Permira Holdings
1498
Permira Holdings
Guernsey
$1.65B -$703M -30% 28.8% – 2 0% 1.3
E.S. Barr & Co
1499
E.S. Barr & Co
Kentucky
$1.65B -$43.6M -3% 0.93% 73.5% 112 9.82% 6.3
Cartenna Capital
1500
Cartenna Capital
Connecticut
$1.65B -$426M -21% 4.92% 162% 57 75.44% 0.3