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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)
Pathstone Family Office
1551
Pathstone Family Office
New Jersey
$921M +$154M +20% 6.9% 38.9% 690 47.54% 1.2
HSC
1552
Harbor Spring Capital
New York
$921M +$60.3M +7% 15.1% – 25 12% 2
Chas P. Smith & Associates (CPS)
1553
Chas P. Smith & Associates (CPS)
Florida
$921M +$53.7M +6% 7.04% 53.7% 115 6.96% 4
Partners Group Holding
1554
Partners Group Holding
Switzerland
$920M +$59.2M +7% 6.55% 23.3% 59 25.42% 3
Keel Point
1555
Keel Point
Alabama
$920M +$101M +12% 9.73% 76.4% 211 21.33% 2.1
Fukoku Mutual Life Insurance
1556
Fukoku Mutual Life Insurance
Japan
$916M +$52.3M +6% 5.31% 103% 330 9.09% 5.2
Manchester Capital Management
1557
Manchester Capital Management
Vermont
$916M +$65M +8% 6.38% 72.3% 552 11.23% 4.6
Lone Star Global Acquisitions
1558
Lone Star Global Acquisitions
Bermuda
$914M +$259M +40% 44.9% 380% 2 0% 2.9
Bar Harbor Wealth Management
1559
Bar Harbor Wealth Management
New Hampshire
$914M +$53M +6% 7.48% 79.2% 305 7.54% 4.6
No Street GP LP
1560
No Street GP LP
California
$914M – – 19.8% 246% 35 – 0
BBR Partners
1561
BBR Partners
New York
$913M +$257M +39% 7.58% 63.4% 210 40.95% 1.3
MC
1562
MIG Capital
California
$913M +$138M +18% 9.56% 118% 25 24% 2.1
Rhenman & Partners Asset Management
1563
Rhenman & Partners Asset Management
Sweden
$913M +$115M +14% 34.2% 131% 108 26.85% 2.5
IFLIT
1564
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$912M +$125M +16% 11.5% 45.7% 19 15.79% 3.4
Appleton Partners
1565
Appleton Partners
Massachusetts
$910M +$82M +10% 8.19% 101% 305 13.11% 3.4
Empirical Wealth Management
1566
Empirical Wealth Management
Washington
$910M +$84.2M +10% 4.81% 78.8% 349 24.07% 2.1
Connecticut Wealth Management
1567
Connecticut Wealth Management
Connecticut
$908M +$97.2M +12% 7.48% 70.2% 160 8.13% 1.4
MainStreet Investment Advisors
1568
MainStreet Investment Advisors
Illinois
$907M +$143M +19% 7.36% 60.8% 185 10.27% 1.2
Port Capital
1569
Port Capital
Illinois
$906M +$30M +3% 4.13% 74.4% 123 25.2% 1.6
BIC
1570
Beach Investment Counsel
Pennsylvania
$905M +$35.2M +4% 5.89% 36% 149 10.74% 4.7
Avity Investment Management
1571
Avity Investment Management
Connecticut
$904M +$74M +9% 9.05% 119% 80 11.25% 4.1
Highbridge Capital Management
1572
Highbridge Capital Management
New York
$904M +$219M +32% 3.92% 55.8% 94 42.55% 0.9
Alphinity Investment Management
1573
Alphinity Investment Management
Australia
$904M +$36.8M +4% 11% 151% 25 4% 1.2
PC
1574
Pelham Capital
United Kingdom
$904M +$12.4M +1% 12.5% 135% 12 33.33% 1.3
Sargent Bickham Lagudis
1575
Sargent Bickham Lagudis
Colorado
$902M +$72.4M +9% 5.86% 19.1% 929 21.96% 2.3