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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)
Patten & Patten
1601
Patten & Patten
Tennessee
$1.14B +$35.7M +3% 6.98% 85.7% 269 4.83% 6.4
Easterly Investment Partners
1602
Easterly Investment Partners
Massachusetts
$1.14B -$21.6M -2% 0.58% 57.6% 207 18.36% 1.4
PIMG
1603
Patriot Investment Management Group
Tennessee
$1.14B -$16.2M -1% 4.96% 52.9% 406 40.89% 2.9
Baltimore-Washington Financial Advisors
1604
Baltimore-Washington Financial Advisors
Maryland
$1.14B +$113M +11% 10.5% 80.6% 148 14.86% 3.8
Telemus Capital
1605
Telemus Capital
Michigan
$1.14B +$38.7M +4% 7.08% 27.9% 345 8.99% 4.5
York Capital Management Global Advisors
1606
York Capital Management Global Advisors
New York
$1.13B +$740M +188% 17.8% 74.1% 9 22.22% 1.8
Maple Rock Capital Partners
1607
Maple Rock Capital Partners
Ontario, Canada
$1.13B -$1.34B -54% 9.75% 602% 45 60% 1
Regal Investment Advisors
1608
Regal Investment Advisors
Michigan
$1.13B +$100M +10% 5.39% 64.7% 560 20.18% 1.6
P. Schoenfeld Asset Management (PSAM)
1609
P. Schoenfeld Asset Management (PSAM)
New York
$1.13B +$23.6M +2% 11.4% 367% 228 47.81% 1
Merewether Investment Management
1610
Merewether Investment Management
Texas
$1.13B +$106M +10% 0.17% 262% 45 51.11% 0.6
Mogy Joel R Investment Counsel
1611
Mogy Joel R Investment Counsel
California
$1.13B +$128M +13% 16.3% 121% 123 16.26% 7.1
Alerus Financial
1612
Alerus Financial
North Dakota
$1.12B +$32.6M +3% 5.67% 97.1% 181 19.34% 3.3
Appleton Partners
1613
Appleton Partners
Massachusetts
$1.12B +$68.6M +7% 6.56% 110% 311 10.29% 5.1
First Merchants Corp
1614
First Merchants Corp
Indiana
$1.12B +$31.3M +3% 4.82% 55.6% 227 7.05% 5.9
Park West Asset Management
1615
Park West Asset Management
California
$1.12B +$97.6M +10% 6.79% 181% 51 37.25% 1.5
Oribel Capital Management
1616
Oribel Capital Management
New York
$1.12B +$139M +14% 18% 337% 140 83.57% 0.3
Legacy Wealth Management (Tennessee)
1617
Legacy Wealth Management (Tennessee)
Tennessee
$1.12B +$72.9M +7% 4.74% 50.4% 20 10% 5.1
Oakworth Capital
1618
Oakworth Capital
Alabama
$1.12B +$76.1M +7% 5.5% 70% 591 4.06% 5.4
Cannell & Spears
1619
Cannell & Spears
New York
$1.12B +$68.1M +6% 7.95% 113% 238 15.55% 4.6
Cacti Asset Management
1620
Cacti Asset Management
Georgia
$1.12B +$40.7M +4% 5.65% 171% 81 2.47% 7
Himension Capital (Singapore)
1621
Himension Capital (Singapore)
Singapore
$1.12B +$368M +49% 42.2% 492% 14 42.86% 1.4
Clean Energy Transition
1622
Clean Energy Transition
United Kingdom
$1.11B +$487M +78% 21.6% 129% 15 46.67% 0.7
Moody Lynn & Lieberson
1623
Moody Lynn & Lieberson
Massachusetts
$1.11B +$19.4M +2% 8.22% 142% 231 14.29% 4.5
Nicholas Hoffman & Company
1624
Nicholas Hoffman & Company
Georgia
$1.11B +$182M +20% 6.32% 71.9% 273 4.76% 4
McAdam LLC
1625
McAdam LLC
Pennsylvania
$1.11B +$96.9M +10% 6.15% 65.4% 281 38.08% 2.2