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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)
Marcato Capital Management
1501
Marcato Capital Management
California
$924M +$254M +38% 18.1% 142% 27 33.33% 1.2
Smithfield Trust
1502
Smithfield Trust
Pennsylvania
$924M +$57.3M +7% 4% 50% 1,031 4.56% 2.9
Pillar Pacific Capital Management
1503
Pillar Pacific Capital Management
California
$923M +$56.9M +7% 6.97% 85% 311 5.47% 3.6
AAA
1504
Adams Asset Advisors
Texas
$923M -$4.5M -0.5% 0.3% 66.8% 106 12.26% 2.7
Secor Capital Advisors
1505
Secor Capital Advisors
New York
$923M -$245M -21% 4.24% 43.5% 660 65% 0.5
RBF Capital
1506
RBF Capital
California
$922M +$71.3M +8% 3.04% 147% 436 14.68% 2.9
3EDGE Asset Management
1507
3EDGE Asset Management
Florida
$922M -$350M -27% 2.37% 44.1% 20 55% 0.7
Stack Financial Management
1508
Stack Financial Management
Montana
$920M +$56.8M +7% 7.23% 58.4% 53 11.32% 3.1
Leuthold Group
1509
Leuthold Group
Minnesota
$918M +$9M +1% 4.74% 126% 233 37.77% 1.1
AdvicePeriod
1510
AdvicePeriod
California
$918M +$288M +46% 2.26% 31.5% 82 20.73% 0.5
Bank of Nova Scotia Trust
1511
Bank of Nova Scotia Trust
Ontario, Canada
$917M +$20.1M +2% 4.51% 61.4% 128 6.25% 3.3
HSC
1512
Harbor Spring Capital
New York
$916M -$245M -21% 2.62% – 27 11.11% 1.3
Black-and-white Capital
1513
Black-and-white Capital
California
$916M +$78.5M +9% 10.7% 265% 61 60.66% 0.4
Banco de Sabadell
1514
Banco de Sabadell
Florida
$913M +$129M +16% 7.42% 75.1% 468 28.63% 0.5
Matson Money Inc
1515
Matson Money Inc
Ohio
$911M +$29.4M +3% 0.28% 34.2% 3 0% 2
Avenir Corporation
1516
Avenir Corporation
Virginia
$910M +$34.9M +4% 6.57% 34.4% 67 2.99% 3.3
Pacific Heights Asset Management
1517
Pacific Heights Asset Management
California
$910M -$65.5M -7% 4.14% 181% 76 2.63% 4.3
Cyrus Capital Partners
1518
Cyrus Capital Partners
New York
$908M -$169M -16% 12.3% 163% 25 36% 1.1
Lake Street Advisors Group
1519
Lake Street Advisors Group
New Hampshire
$902M -$97.9M -10% 3.44% 16% 337 37.39% 0.7
Relative Value Partners Group
1520
Relative Value Partners Group
$902M -$2.83M -0.3% 2.05% 8.9% 148 8.78% 1.9
RBC Europe
1521
RBC Europe
United Kingdom
$901M +$49.6M +6% 9.63% 59.4% 1,197 9.69% 0.9
Roffman Miller Associates
1522
Roffman Miller Associates
Pennsylvania
$900M +$82.7M +10% 8.79% 83.5% 82 24.39% 3.4
First Citizens Bank & Trust
1523
First Citizens Bank & Trust
North Carolina
$900M +$86M +11% 7.38% 69% 458 17.9% 2.1
FJ Capital Management
1524
FJ Capital Management
Virginia
$900M -$1.03M -0.1% 3.39% 97.9% 124 37.9% 1.5
Trilogy Global Advisors
1525
Trilogy Global Advisors
Florida
$898M -$115M -11% 3.62% 42.3% 33 6.06% 2.8