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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)
Portolan Capital Management
1501
Portolan Capital Management
Massachusetts
$770M +$26.9M +4% 12.2% 738% 159 45.91% 0.9
Spinnaker Trust
1502
Spinnaker Trust
Maine
$770M +$26.2M +4% 5.33% 68.2% 211 12.32% 2.4
LIC
1503
Lodestar Investment Counsel
Illinois
$770M +$30.3M +4% 4.67% 45.1% 163 4.91% 2.6
Alibaba Group
1504
Alibaba Group
Hong Kong
$770M +$213M +38% 39.4% 2.06% 3 0% 1.3
Sheaff Brock Investment Advisors
1505
Sheaff Brock Investment Advisors
Indiana
$769M -$21.6M -3% 6.52% 61.9% 669 19.43% 0.9
Mandatum Life Insurance Company
1506
Mandatum Life Insurance Company
Finland
$768M +$34.7M +5% 6.5% 95.9% 194 7.73% 1.1
SouthState Corp
1507
SouthState Corp
Florida
$767M +$70.2M +10% 4.97% 78.9% 256 11.72% 2.5
BCM
1508
Bluefin Capital Management
New York
$766M -$859M -53% 8.4% – 748 67.11% 0.5
Mizuho Bank
1509
Mizuho Bank
Japan
$765M -$58.2M -7% 6.55% 99.8% 17 52.94% 1.5
DAM
1510
Davis Asset Management
California
$765M +$26.5M +4% 3.59% 97.3% 27 11.11% 2.3
RWA Wealth Partners
1511
RWA Wealth Partners
Massachusetts
$763M +$652M +592% 4.36% 58.4% 179 74.3% 0.1
LC
1512
LNZ Capital
New York
$762M +$12.8M +2% 1.57% 58.8% 47 78.72% 0.2
GW & Wade
1513
GW & Wade
Massachusetts
$762M +$154M +25% 3.47% 32.2% 257 17.51% 1.9
Tokio Marine Asset Management
1514
Tokio Marine Asset Management
Japan
$762M -$106M -12% 6.75% 129% 514 22.57% 3
Fund Evaluation Group
1515
Fund Evaluation Group
Ohio
$761M +$4.59M +0.6% 3.53% 51.6% 23 8.7% 1.7
Indus Capital Partners
1516
Indus Capital Partners
New York
$760M -$11.4M -1% 12.6% 117% 52 50% 0.8
JMG Financial Group
1517
JMG Financial Group
Illinois
$758M +$103M +16% 5.75% 58.7% 57 3.51% 3.1
Waratah Capital Advisors
1518
Waratah Capital Advisors
Ontario, Canada
$757M +$85.9M +13% 6.46% 192% 228 69.74% 0.3
Nuveen Fund Advisors
1519
Nuveen Fund Advisors
Illinois
$757M +$64.5M +9% 4.33% 52.3% 481 14.35% 0.6
AAM
1520
Amerigo Asset Management
Cayman Islands
$754M -$63.4M -8% 18.5% 368% 9 55.56% 0.5
CDH
1521
Charles D. Hyman
$754M +$45M +6% 4.08% 36.8% 154 14.29% 3
Valley Wealth Managers
1522
Valley Wealth Managers
New Jersey
$753M +$53.8M +8% 4.44% 118% 272 30.51% 1.6
TFP
1523
Triple Frond Partners
California
$752M +$78M +12% 10.6% 92.9% 9 0% 1.7
Opus Capital Group
1524
Opus Capital Group
Ohio
$752M +$75.1M +11% 1.4% 49.7% 284 26.76% 1.4
Hudson Edge Investment Partners
1525
Hudson Edge Investment Partners
New Jersey
$751M +$18.6M +3% 2.53% 68.8% 171 12.87% 2.1