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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)
Cadinha & Co
1626
Cadinha & Co
Hawaii
$592M +$38M +7% 5.36% 123% 109 11.01% 0.8
Blum Capital Partners
1627
Blum Capital Partners
California
$592M -$30.9M -5% 8.42% 47.9% 6 16.67% 1
Oakmont Corp
1628
Oakmont Corp
California
$591M -$51.1M -8% 3.04% 70.2% 25 32% 0.6
New York Life Investment Management
1629
New York Life Investment Management
New York
$591M +$117M +25% 2.59% 100% 225 36.89% 0.5
CL
1630
Croft-Leominster
Maryland
$590M -$40M -6% 4.4% 38% 212 19.34% 0.7
Ecofin Advisors
1631
Ecofin Advisors
United Kingdom
$589M +$129M +28% 9.1% 77% 69 23.19% 0.6
Chemical Bank
1632
Chemical Bank
Michigan
$588M +$32.7M +6% 3.71% 36.5% 299 7.02% 0.9
Forvis Mazars Wealth Advisors
1633
Forvis Mazars Wealth Advisors
Missouri
$587M +$21M +4% 4.42% 68.2% 160 14.38% 0.9
GLRA
1634
Gerald L. Ray & Associates
Texas
$587M +$34.8M +6% 6.46% 38.2% 312 8.33% 0.9
SCI
1635
Seneca Capital Investments
New York
$585M +$161M +38% 13.8% – 62 50% 0.4
QCMC
1636
Quantum Capital Management (California)
California
$585M -$30.4M -5% 5.22% 53.7% 200 19% 0.7
EOCM
1637
Energy Opportunities Capital Management
Texas
$585M +$8.67M +2% 11.1% 211% 49 32.65% 0.7
Investment House LLC
1638
Investment House LLC
California
$584M +$21.1M +4% 4.79% 137% 155 5.81% 0.9
Avity Investment Management
1639
Avity Investment Management
Connecticut
$584M +$49.6M +9% 4.39% 119% 69 24.64% 0.8
Anne Ray Charitable Trust
1640
Anne Ray Charitable Trust
Minnesota
$584M -$6.49M -1% 1.1% 31% 1 0% 0.5
Standard General
1641
Standard General
New York
$583M +$69.3M +13% 10.5% 259% 9 66.67% 0.2
Twin Securities
1642
Twin Securities
New York
$582M +$31.4M +6% 5.48% 506% 31 61.29% 0.3
Biglari Capital Corp
1643
Biglari Capital Corp
Texas
$581M +$70.6M +14% 0.39% 72.7% 5 0% 0.7
Cypress Asset Management
1644
Cypress Asset Management
Texas
$580M +$28.2M +5% 7.14% 141% 216 8.8% 0.9
Alerus Investment Advisors
1645
Alerus Investment Advisors
Minnesota
$580M +$116M +25% 3.92% 32.7% 163 4.29% 0.9
Webster Bank
1646
Webster Bank
Connecticut
$580M -$144M -20% 3.67% 77.5% 219 15.98% 0.9
MSD Capital
1647
MSD Capital
New York
$579M +$126M +28% 5.51% 11.5% 5 20% 0.8
Boys Arnold & Co
1648
Boys Arnold & Co
North Carolina
$579M +$27.3M +5% 3.62% 11.5% 222 9.01% 0.8
Albion Financial Group
1649
Albion Financial Group
Utah
$578M +$35.3M +7% 5.91% 79.6% 200 8.5% 0.8
McClain Value Management
1650
McClain Value Management
Connecticut
$577M +$49.1M +9% 6.42% 2.83% 39 17.95% 0.8