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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)
Junto Capital Management
1501
Junto Capital Management
New York
$684M +$238M +53% 10.1% 122% 34 79.41% 0.2
Donaldson Capital Management
1502
Donaldson Capital Management
Indiana
$684M +$13.8M +2% 6.3% 77.7% 164 14.63% 1.7
LM
1503
Litespeed Management
New York
$683M -$129M -16% 10.6% 73.7% 21 19.05% 0.9
Sphera Funds Management
1504
Sphera Funds Management
Israel
$683M -$101M -13% 12.1% 245% 153 39.87% 0.6
Leavell Investment Management
1505
Leavell Investment Management
Alabama
$682M +$49.6M +8% 5.11% 84.5% 386 7.51% 2.1
Montag & Associates
1506
Montag & Associates
Georgia
$682M +$42.5M +7% 6.91% 82.9% 250 12.4% 2
BIM
1507
BRC Investment Management
Colorado
$682M +$32.8M +5% 8.2% 114% 158 61.39% 0.3
PSI
1508
Pinnacle Summer Investments
Virginia
$678M +$93.4M +16% 3.52% – 1,149 34.38% 1.6
Maryland Capital Management
1509
Maryland Capital Management
Maryland
$678M +$86.6M +15% 5.09% 44.5% 172 12.79% 2
REMS
1510
Real Estate Management Services
$678M +$31.8M +5% 6.76% 67.2% 46 13.04% 2.1
Voya Financial Advisors
1511
Voya Financial Advisors
Connecticut
$676M +$118M +21% 3.3% 44.8% 388 23.2% 0.6
Basso Capital Management
1512
Basso Capital Management
Connecticut
$676M +$70.1M +12% 0.13% 85.5% 177 38.42% 0.5
Mount Lucas Management
1513
Mount Lucas Management
Pennsylvania
$676M -$117M -15% 3.12% 109% 135 45.93% 0.5
SM
1514
Scoggin Management
New York
$675M +$241M +55% 4.3% 889% 82 76.83% 0.2
Glazer Capital LLC
1515
Glazer Capital LLC
New York
$675M -$129M -16% 27.7% 323% 122 62.3% 0.4
Westwood Global Investments
1516
Westwood Global Investments
Massachusetts
$674M -$6.08M -0.9% 6.32% 112% 10 0% 2.5
MSU
1517
Maple Securities USA
New Jersey
$672M -$122M -15% 6.35% – 38 89.47% 1.4
SAS
1518
Sarbit Advisory Services
Manitoba, Canada
$672M +$24.2M +4% 7.6% 29.3% 17 23.53% 1.2
New York Life Investment Management
1519
New York Life Investment Management
New York
$672M -$399M -37% 2.57% 100% 260 81.54% 1.5
MCM
1520
Matarin Capital Management
New York
$669M +$180M +37% 6.54% 73.2% 247 26.32% 0.9
Granite Point Capital Management
1521
Granite Point Capital Management
Massachusetts
$668M +$522M +358% 16.9% 125% 121 61.16% 0.6
Bank of Nova Scotia Trust
1522
Bank of Nova Scotia Trust
Ontario, Canada
$666M -$47.1M -7% 0.22% 61.4% 117 5.13% 2
Edgemoor Investment Advisors
1523
Edgemoor Investment Advisors
Maryland
$666M +$9.01M +1% 4.31% 109% 148 10.81% 1.9
Kentucky Retirement Systems Insurance Trust Fund
1524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$666M +$106M +19% 7.51% 115% 478 5.23% 2
Cobblestone Capital Advisors
1525
Cobblestone Capital Advisors
New York
$666M +$39.3M +6% 5.73% 83.3% 187 13.9% 1.9