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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)
Altarock Partners
1626
Altarock Partners
Florida
$674M -$8.2M -1% 10.2% 58.1% 8 0% 1.8
Three Peaks Capital Management
1627
Three Peaks Capital Management
Colorado
$674M +$27.4M +4% 6.16% 84.5% 106 19.81% 1.3
Basso Capital Management
1628
Basso Capital Management
Connecticut
$673M +$10.1M +2% 0.15% 85.5% 183 54.1% 0.8
Chas P. Smith & Associates (CPS)
1629
Chas P. Smith & Associates (CPS)
Florida
$673M +$43.9M +7% 5.48% 53.7% 99 5.05% 2.6
Murphy Capital Management
1630
Murphy Capital Management
New Jersey
$673M +$38.3M +6% 6.56% 41.6% 289 11.07% 2.7
First Hawaiian Bank
1631
First Hawaiian Bank
Hawaii
$672M +$57.2M +9% 4.68% 72.7% 104 15.38% 2.7
ESG
1632
Emerging Sovereign Group
New York
$671M -$52.4M -7% 14% 66.1% 14 50% 1.2
Symmetry Peak Management
1633
Symmetry Peak Management
Pennsylvania
$670M +$380M +131% 24.1% 320% 184 82.07% 0.3
Folger Nolan Fleming Douglas Capital Management
1634
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$670M +$65.7M +11% 9.48% 77.5% 177 7.91% 3.2
Calamos Wealth Management
1635
Calamos Wealth Management
Illinois
$669M +$47.6M +8% 5.52% 102% 251 17.93% 1.5
Corda Investment Management
1636
Corda Investment Management
Texas
$668M +$21.5M +3% 3.33% 75.4% 63 19.05% 2.5
Maryland Capital Management
1637
Maryland Capital Management
Maryland
$668M +$19.5M +3% 6.87% 44.5% 182 17.03% 2.5
Ledyard National Bank
1638
Ledyard National Bank
$667M +$104M +18% 5.63% 80.7% 775 23.87% 2.3
Makaira Partners
1639
Makaira Partners
California
$667M -$21.3M -3% 3.21% 22% 13 0% 1.9
Albion Financial Group
1640
Albion Financial Group
Utah
$666M +$61.8M +10% 5.23% 79.6% 213 20.66% 2.4
NM
1641
Newtyn Management
New York
$665M +$61.6M +10% 10.3% 52% 28 60.71% 0.6
Webster Bank
1642
Webster Bank
Connecticut
$663M -$20.8M -3% 4.17% 77.5% 621 13.37% 1.2
RP
1643
RBS Partners
Florida
$662M +$9.48M +1% 10.8% 210% 10 30% 2.9
W.R. Berkley Corp
1644
W.R. Berkley Corp
Connecticut
$662M +$4.85M +0.7% 6.4% 38.7% 95 64.21% 0.4
Steward Partners Investment Advisory
1645
Steward Partners Investment Advisory
New York
$661M +$442M +202% 5.6% 88.5% 1,638 42.25% 0.1
Mather Group
1646
Mather Group
Illinois
$661M +$92.6M +16% 4.26% 54.1% 42 11.9% 1.4
MIG Capital
1647
MIG Capital
California
$659M +$84.3M +15% 9.53% 118% 31 38.71% 1.4
First Mercantile Trust
1648
First Mercantile Trust
Tennessee
$658M +$11.8M +2% 6.91% 51.2% 896 15.18% 2
Kimelman & Baird
1649
Kimelman & Baird
New York
$657M +$60.2M +10% 7.21% – 127 11.02% 2.4
TCV Trust & Wealth Management
1650
TCV Trust & Wealth Management
Virginia
$654M +$37.2M +6% 5% 75.3% 197 13.71% 2.6