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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)
SC
1576
SRB Corp
Massachusetts
$627M +$16.4M +3% 3.75% 87.3% 14 0% 0.9
Crestwood Advisors Group
1577
Crestwood Advisors Group
Massachusetts
$627M +$14.3M +2% 3.58% 82.7% 124 8.06% 0.9
Clearline Capital
1578
Clearline Capital
New York
$625M +$185M +42% 3.92% 57.4% 73 50.68% 0.3
Corbyn Investment Management
1579
Corbyn Investment Management
Maryland
$625M +$15.4M +3% 2.52% 71.9% 48 6.25% 0.9
Donaldson Capital Management
1580
Donaldson Capital Management
Indiana
$624M +$70.7M +13% 5.19% 77.7% 158 28.48% 0.7
PAM
1581
Private Asset Management
California
$621M +$27.7M +5% 3.79% 38.2% 150 9.33% 0.9
NAM
1582
Nexus Asset Management
New York
$620M +$129M +26% 11.1% – 61 59.02% 0.2
NAM
1583
Netols Asset Management
Wisconsin
$620M -$5.17M -0.8% 2.92% 41.7% 72 5.56% 0.9
ICAS
1584
Investors Capital Advisory Services
Massachusetts
$619M +$155M +33% 5.42% 24.9% 744 16.26% 0.8
IMOV
1585
Investment Management of Virginia
Virginia
$619M +$8.11M +1% 1.73% 93.4% 166 9.04% 0.9
Clermont Group
1586
Clermont Group
Cayman Islands
$618M -$7.93M -1% 1.27% – 1 0% 1
Cove Street Capital
1587
Cove Street Capital
California
$618M +$85.7M +16% 4.54% 84.2% 76 19.74% 0.7
BC
1588
Balestra Capital
New York
$617M +$274M +80% 2.37% – 22 40.91% 0.4
Tirschwell & Loewy
1589
Tirschwell & Loewy
New York
$617M +$35M +6% 4.13% 78% 84 7.14% 0.9
George Kaiser Family Foundation
1590
George Kaiser Family Foundation
Oklahoma
$617M +$34.9M +6% 6.72% 106% 20 15% 0.4
Patten & Patten
1591
Patten & Patten
Tennessee
$615M -$124M -17% 6.13% 74.1% 267 25.09% 0.9
CA
1592
Cullinan Associates
Kentucky
$615M -$265M -30% 1.46% 107% 97 26.8% 0.9
FrontFour Capital Group
1593
FrontFour Capital Group
Connecticut
$614M -$11.6M -2% 5.28% 8.55% 57 61.4% 0.4
Montag & Associates
1594
Montag & Associates
Georgia
$613M +$21.7M +4% 4.73% 82.9% 251 10.76% 0.8
Ulysses Management
1595
Ulysses Management
New York
$613M +$105M +21% 5.65% 51.8% 64 39.06% 0.6
Catalyst Capital Advisors
1596
Catalyst Capital Advisors
New York
$613M +$171M +39% 1.81% 62.7% 474 62.87% 0.3
HG Vora Capital Management
1597
HG Vora Capital Management
New York
$612M +$178M +41% 3.28% 42.6% 16 62.5% 0.3
TCV Trust & Wealth Management
1598
TCV Trust & Wealth Management
Virginia
$612M +$18.6M +3% 3.84% 75.3% 179 10.06% 0.9
Spinnaker Trust
1599
Spinnaker Trust
Maine
$610M +$2.06M +0.3% 3.85% 68.2% 181 13.81% 0.9
Beacon Trust
1600
Beacon Trust
New Jersey
$608M +$23M +4% 4.89% 33% 212 13.21% 0.8