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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)
FrontFour Capital Group
1526
FrontFour Capital Group
Connecticut
$626M +$242M +63% 3.56% 8.55% 64 68.75% 0.2
JC
1527
Joho Capital
New York
$626M -$836M -57% 8.49% 80.2% 18 38.89% 0.7
1WCM
1528
12 West Capital Management
New York
$626M -$2.18M -0.3% 4.94% 169% 17 17.65% 0.5
NAM
1529
Netols Asset Management
Wisconsin
$625M -$34.7M -5% 3.6% 41.7% 75 13.33% 0.7
PCM
1530
Perritt Capital Management
Illinois
$625M +$20.9M +3% 3.31% 80.9% 286 13.99% 0.6
WMS Partners
1531
WMS Partners
Maryland
$625M +$18.4M +3% 2.68% 10.8% 247 10.93% 0.6
Manchester Capital Management
1532
Manchester Capital Management
Vermont
$624M -$18.5M -3% 2.26% 86.7% 1,035 15.17% 0.6
Baldwin Wealth Partners
1533
Baldwin Wealth Partners
Massachusetts
$623M +$142K +0% 2.8% 94.5% 264 17.8% 0.6
Blum Capital Partners
1534
Blum Capital Partners
California
$623M -$17.2M -3% 0.18% 47.9% 6 0% 0.8
Nantahala Capital Management
1535
Nantahala Capital Management
Connecticut
$623M +$6M +1% 1.26% 341% 116 43.1% 0.4
Laffer Tengler Investments
1536
Laffer Tengler Investments
Tennessee
$622M +$17.2M +3% 2.02% 96.5% 229 10.92% 0.3
SouthState Corp
1537
SouthState Corp
Florida
$621M +$16.3M +3% 1.4% 78.9% 274 9.49% 0.6
Portfolio Solutions
1538
Portfolio Solutions
Michigan
$620M +$104K +0% 1.61% 11.6% 6 0% 0.7
QCI Asset Management
1539
QCI Asset Management
New York
$619M +$9.8M +2% 1.47% 53.4% 595 8.24% 0.7
IMS
1540
Index Management Solutions
Pennsylvania
$618M +$220M +55% 1.75% – 1,111 43.56% 0.3
MRCP
1541
Manor Road Capital Partners
New York
$618M -$64.8M -9% 2.69% 78.3% 14 7.14% 0.6
Wood Investment Counsel
1542
Wood Investment Counsel
Colorado
$617M -$15.4M -2% 0.24% – 83 7.23% 0.7
Proprium Capital Partners
1543
Proprium Capital Partners
Connecticut
$616M – – 1.94% 6.09% 2 – 0
Mariner Wealth Advisors (Cincinnati)
1544
Mariner Wealth Advisors (Cincinnati)
Ohio
$616M +$9.08M +1% 0.69% 54.1% 155 14.84% 0.6
QCMC
1545
Quantum Capital Management (California)
California
$615M +$26.1M +4% 2.73% 53.7% 242 37.19% 0.6
SAM
1546
Sandell Asset Management
New York
$615M +$118M +24% 0.74% 322% 39 46.15% 0.4
Locust Wood Capital Advisers
1547
Locust Wood Capital Advisers
New York
$615M +$48.5M +9% 4.01% 111% 55 36.36% 0.5
Hikari Tsushin Inc
1548
Hikari Tsushin Inc
Japan
$615M +$25.6M +4% 4.12% 59.5% 39 0% 0.7
Pekin Hardy Strauss
1549
Pekin Hardy Strauss
Illinois
$614M -$29.6M -5% 3.49% 102% 136 12.5% 0.7
First Midwest Bank Trust Division
1550
First Midwest Bank Trust Division
Illinois
$614M +$43.2M +8% 3.18% 107% 441 22% 0.6