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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)
MFP
1601
Michael F. Price
$807M +$72.7M +10% 13% 42.6% 119 15.13% 2.7
Hahn Capital Management
1602
Hahn Capital Management
California
$805M +$115M +17% 21.6% 53.6% 34 8.82% 4
Gardner Lewis Asset Management
1603
Gardner Lewis Asset Management
Pennsylvania
$805M -$306M -28% 25.4% 240% 101 60.4% 1.3
TFG Asset Management
1604
TFG Asset Management
Cayman Islands
$804M +$170M +27% 7.77% 72.1% 61 34.43% 1
Financial Advocates Investment Management
1605
Financial Advocates Investment Management
Washington
$804M +$71.3M +10% 11.7% 89.9% 474 14.98% 1
Laird Norton Wetherby Wealth Management
1606
Laird Norton Wetherby Wealth Management
California
$803M +$96M +14% 13.5% – 692 12.57% 3.5
RIG
1607
Roosevelt Investment Group
New York
$803M -$111M -12% 13.9% 57.6% 219 36.53% 2.4
B. Riley Wealth Advisors
1608
B. Riley Wealth Advisors
Florida
$801M +$98.1M +14% 13.2% 118% 792 22.73% 2.2
Capital International Sarl
1609
Capital International Sarl
California
$801M -$30.1M -4% 19% 149% 144 9.03% 2.8
H2O AM
1610
H2O AM
United Kingdom
$800M -$103M -11% 12.1% – 83 32.53% 0.2
Amica Mutual Insurance
1611
Amica Mutual Insurance
Rhode Island
$800M +$29.3M +4% 13.6% 80.4% 369 9.21% 3.2
BPIM
1612
Brant Point Investment Management
New York
$796M +$108M +16% 19.2% 169% 134 39.55% 2.2
Construction & Building Unions Superannuation Fund
1613
Construction & Building Unions Superannuation Fund
Australia
$796M +$93.4M +13% 14.6% 90.1% 36 16.67% 1
Buckingham Strategic Wealth
1614
Buckingham Strategic Wealth
Missouri
$793M +$138M +21% 12.4% 16.3% 432 21.53% 2.3
TAM
1615
Telemark Asset Management
Massachusetts
$792M +$305M +63% 27.3% 329% 40 47.5% 0.9
Compass Capital Management
1616
Compass Capital Management
Minnesota
$791M +$88.3M +13% 12.3% 50.8% 43 18.6% 4.1
Guardian Life Insurance
1617
Guardian Life Insurance
New York
$788M +$209M +36% 8.84% – 534 3.18% 4.6
IAS
1618
INR Advisory Services
Pennsylvania
$786M +$87.8M +13% 9.77% 21.9% 87 9.2% 2
Bristol Gate Capital Partners
1619
Bristol Gate Capital Partners
Ontario, Canada
$786M +$119M +18% 16.2% 79.2% 38 23.68% 1.5
Pathstone Family Office
1620
Pathstone Family Office
New Jersey
$786M +$437M +125% 12.7% 38.9% 976 50.72% 0.4
KPF
1621
K2 Principal Fund
Ontario, Canada
$785M +$125M +19% 8.26% 76.5% 445 71.01% 0.3
Electron Capital Partners
1622
Electron Capital Partners
New York
$784M +$19M +2% 19% 333% 25 36% 1
Cannell & Spears
1623
Cannell & Spears
New York
$784M +$102M +15% 16.5% 113% 174 8.62% 3.4
Summit Global Investments
1624
Summit Global Investments
Utah
$783M +$138M +21% 13.3% 68.4% 325 37.54% 0.8
Manchester Capital Management
1625
Manchester Capital Management
Vermont
$783M +$128M +19% 13.5% 86.7% 684 29.68% 3.5