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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)
AdamCapital Gestao de Recursos
1651
AdamCapital Gestao de Recursos
Brazil
$836M -$52.5M -6% 16.1% 10.7% 9 0% 1.5
Altium Wealth Management
1652
Altium Wealth Management
New York
$836M +$93.5M +13% 7.49% 24.9% 311 14.15% 1.4
Mogy Joel R Investment Counsel
1653
Mogy Joel R Investment Counsel
California
$834M +$43.8M +6% 8.41% 121% 120 7.5% 5.5
MRG
1654
Milestone Resources Group
British Virgin Islands
$834M – – 10.2% 95% 10 – 0.2
Anglepoint Asset Management
1655
Anglepoint Asset Management
Cayman Islands
$832M – – 27.2% – 15 – 0
Ironvine Capital Partners
1656
Ironvine Capital Partners
Nebraska
$832M +$150M +22% 10.5% 58.8% 76 22.37% 1.4
Phocas Financial Corp
1657
Phocas Financial Corp
California
$832M -$106M -11% 9.04% – 208 18.27% 2.7
Periscope Capital
1658
Periscope Capital
Ontario, Canada
$830M +$59.5M +8% 1.33% 28.8% 276 32.61% 0.6
Quadrant Capital Group
1659
Quadrant Capital Group
Ohio
$829M +$179M +28% 6.88% 118% 2,612 12.6% 2.9
Hilton Capital Management
1660
Hilton Capital Management
New York
$827M +$54.9M +7% 3.07% 58.2% 324 64.81% 1.9
Myriad Asset Management
1661
Myriad Asset Management
Hong Kong
$826M -$149M -15% 17.2% 149% 123 43.9% 0.4
Annex Advisory Services
1662
Annex Advisory Services
Wisconsin
$825M +$81M +11% 8.83% 85.8% 135 10.37% 3.2
Cornerstone Advisors (Washington)
1663
Cornerstone Advisors (Washington)
Washington
$825M +$75M +10% 7.96% 24.3% 775 6.19% 3
Kahn Brothers Group
1664
Kahn Brothers Group
New York
$825M +$27.1M +3% 8.01% 53.4% 48 2.08% 3.8
Board of Trustees of The Leland Stanford Junior University
1665
Board of Trustees of The Leland Stanford Junior University
California
$824M -$97.2M -11% 49.2% 142% 33 33.33% 1.4
Ledyard National Bank
1666
Ledyard National Bank
$824M +$67.2M +9% 8.48% 80.7% 259 8.11% 4.8
Clearstead Advisors
1667
Clearstead Advisors
Ohio
$824M +$76.9M +10% 8.4% 71.4% 290 11.03% 2.1
Venturi Wealth Management
1668
Venturi Wealth Management
Texas
$824M +$47.3M +6% 6.22% 101% 244 11.89% 1.7
TCV Trust & Wealth Management
1669
TCV Trust & Wealth Management
Virginia
$823M +$50.1M +6% 7.88% 75.3% 201 5.97% 4.4
Teachers Insurance & Annuity Association of America
1670
Teachers Insurance & Annuity Association of America
New York
$822M -$29.8M -3% 0.35% – 157 2.55% 3.9
Baystate Wealth Management
1671
Baystate Wealth Management
Massachusetts
$821M +$62M +8% 6.21% 14.6% 697 14.2% 2.4
Rampart Investment Management
1672
Rampart Investment Management
Connecticut
$821M +$14.9M +2% 7.45% 74% 551 4.9% 2.4
CPWM LLC
1673
CPWM LLC
Washington
$820M +$57.8M +8% 7.78% 36.6% 289 11.76% 3.3
MKP Capital Management
1674
MKP Capital Management
New York
$819M +$606M +285% 5.96% 69.8% 64 54.69% 0.3
ORIX Corp
1675
ORIX Corp
Japan
$819M +$2.53M +0.3% 0.31% 11.7% 1 0% 2