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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)
Jag Capital Management
1651
Jag Capital Management
Missouri
$1.13B +$23.1M +2% 2.09% 269% 232 21.98% 2.1
Board of Trustees of The Leland Stanford Junior University
1652
Board of Trustees of The Leland Stanford Junior University
California
$1.13B -$287M -20% 16.2% 142% 32 43.75% 1.2
Regal Partners
1653
Regal Partners
Australia
$1.13B +$160M +17% 1.86% 146% 18 38.89% 1.5
Parsifal Capital Management
1654
Parsifal Capital Management
Connecticut
$1.13B +$326M +41% 17.8% 154% 21 42.86% 0.4
Capstone Financial Advisors
1655
Capstone Financial Advisors
Illinois
$1.13B +$74.2M +7% 3.91% 54.5% 142 25.35% 2.4
Vestmark Advisory Solutions
1656
Vestmark Advisory Solutions
Massachusetts
$1.13B +$236M +27% 7.2% 74.8% 760 27.89% 0.9
Next Financial Group
1657
Next Financial Group
Texas
$1.13B +$82M +8% 5.17% 85.4% 2,702 16.69% 1.1
SBCM
1658
Schwerin Boyle Capital Management
Massachusetts
$1.13B +$53.7M +5% 17.5% 72.3% 51 9.8% 5
First Long Island Investors
1659
First Long Island Investors
New York
$1.13B +$55.2M +5% 7.18% 85.5% 65 9.23% 4
Vigilant Capital Management
1660
Vigilant Capital Management
Maine
$1.12B +$80.5M +8% 4.68% 48.8% 395 26.58% 2.9
BIC
1661
Beach Investment Counsel
Pennsylvania
$1.12B +$71.3M +7% 9.71% 36% 163 9.2% 4.3
Tran Capital Management
1662
Tran Capital Management
California
$1.12B +$42.4M +4% 6.5% 173% 58 27.59% 2.1
CX Institutional
1663
CX Institutional
Indiana
$1.12B +$80.6M +8% 4.25% 62.9% 892 6.95% 1.8
World Asset Management
1664
World Asset Management
Michigan
$1.12B +$71.3M +7% 11.8% 85% 906 9.16% 5.1
Smith Salley Wealth Management
1665
Smith Salley Wealth Management
North Carolina
$1.11B +$127M +13% 5.65% 121% 235 11.49% 3.4
QVR
1666
QVR
California
$1.11B +$31.9M +3% 3.1% – 273 56.04% 0.1
Valley Wealth Managers
1667
Valley Wealth Managers
New Jersey
$1.11B +$90.7M +9% 9.46% 118% 171 11.11% 3.3
HHR Asset Management
1668
HHR Asset Management
New Jersey
$1.11B -$57.8M -5% 3.69% 76.3% 50 52% 1.9
Credential Qtrade Securities
1669
Credential Qtrade Securities
$1.11B +$142M +15% 7.64% 27.7% 411 25.3% 1.4
Legacy Private Trust
1670
Legacy Private Trust
Wisconsin
$1.11B +$50.6M +5% 4.23% 71.1% 224 6.7% 4.3
Abrams Bison Investments
1671
Abrams Bison Investments
Maryland
$1.11B +$223M +25% 28.1% 170% 12 8.33% 1.9
Marathon Trading Investment Management
1672
Marathon Trading Investment Management
Pennsylvania
$1.11B -$829M -43% 13.1% 143% 546 66.48% 0.5
Optimus Prime Fund Management
1673
Optimus Prime Fund Management
Cayman Islands
$1.11B +$176M +19% 4.39% 94.5% 39 23.08% 1
Waterfront Capital Partners
1674
Waterfront Capital Partners
New York
$1.1B +$83.8M +8% 6.14% 88.3% 61 45.9% 0.8
Avity Investment Management
1675
Avity Investment Management
Connecticut
$1.1B +$56M +5% 6.06% 119% 83 2.41% 4.4