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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)
HMI Capital Management
1551
HMI Capital Management
California
$846M -$31.4M -4% 22.2% 5.95% 11 36.36% 2.4
Dixon Mitchell Investment Counsel
1552
Dixon Mitchell Investment Counsel
British Columbia, Canada
$846M +$98.6M +13% 13.6% 67.9% 65 4.62% 4.3
Legacy Private Trust
1553
Legacy Private Trust
Wisconsin
$843M +$68.8M +9% 10.1% 71.1% 228 7.46% 3.4
C
1554
Chescapmanager
Maryland
$842M +$428M +103% 31.6% 202% 46 45.65% 1
SC
1555
Shellback Capital
Massachusetts
$841M +$288M +52% 22.9% 198% 122 64.75% 0.5
RP
1556
RR Partners
New York
$841M +$58.3M +7% 15.2% 73.3% 21 23.81% 2.4
GFWEX
1557
G.F.W. Energy XI
Texas
$841M +$52.1M +7% 32.2% – 3 66.67% 0.5
Capital International Inc
1558
Capital International Inc
California
$841M +$109M +15% 23.7% 132% 188 7.45% 2.3
Trilogy Capital
1559
Trilogy Capital
California
$840M +$96.4M +13% 9.65% 57.6% 166 46.39% 0.8
GuardCap Asset Management
1560
GuardCap Asset Management
United Kingdom
$838M +$326M +64% 16.2% 21.9% 25 4% 1
CI
1561
CPMG Inc
Texas
$838M -$293M -26% 41.1% 878% 23 17.39% 0.9
EJF Capital
1562
EJF Capital
Virginia
$838M -$22.1M -3% 6.41% 127% 130 30% 1.1
Hoplite Capital Management
1563
Hoplite Capital Management
New York
$836M +$306M +58% 15.4% 32.9% 36 69.44% 0.7
Stack Financial Management
1564
Stack Financial Management
Montana
$835M +$21.8M +3% 14.6% 58.4% 52 19.23% 3.7
Balasa Dinverno & Foltz
1565
Balasa Dinverno & Foltz
$835M +$37.5M +5% 13.5% 23.2% 260 18.85% 3.2
Bar Harbor Wealth Management
1566
Bar Harbor Wealth Management
New Hampshire
$834M +$82.2M +11% 12.2% 85% 298 9.73% 4.1
Autonomy Capital (Jersey)
1567
Autonomy Capital (Jersey)
Jersey
$832M -$303M -27% 2.5% 33.4% 14 42.86% 0.5
Sectoral Asset Management
1568
Sectoral Asset Management
Quebec, Canada
$831M +$95.7M +13% 18.7% 168% 117 20.51% 1.2
Bernzott Capital Advisors
1569
Bernzott Capital Advisors
California
$826M +$110M +15% 16.9% 46.2% 46 8.7% 3.8
Brighton Jones LLC
1570
Brighton Jones LLC
Washington
$826M +$133M +19% 15.2% 97.9% 314 19.75% 1.8
Alpha Cubed Investments
1571
Alpha Cubed Investments
California
$825M +$158M +24% 12.7% 126% 263 21.29% 2.3
Avity Investment Management
1572
Avity Investment Management
Connecticut
$825M +$107M +15% 15.8% 119% 79 10.13% 3.7
Cyrus Capital Partners
1573
Cyrus Capital Partners
New York
$825M +$155M +23% 10.3% 163% 26 57.69% 1.2
CWM
1574
Cornerstone Wealth Management
Missouri
$823M +$355M +76% 11.4% 69.8% 528 42.05% 1.2
Mendon Capital Advisors
1575
Mendon Capital Advisors
Florida
$823M -$28.1M -3% 3.98% – 104 30.77% 2