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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)
Segment Wealth Management
1676
Segment Wealth Management
Texas
$1.93B +$223M +13% 15% 108% 319 5.33% 4.5
Eversept Partners
1677
Eversept Partners
New York
$1.93B +$31.2M +2% 18.5% 321% 151 41.06% 1
Regal Investment Advisors
1678
Regal Investment Advisors
Michigan
$1.92B +$193M +11% 12.4% 64.7% 697 13.63% 2.9
Sourcerock Group
1679
Sourcerock Group
Colorado
$1.92B -$556M -22% 15.7% 59.1% 47 36.17% 1.2
Distillate Capital Partners
1680
Distillate Capital Partners
Illinois
$1.92B +$24.9M +1% 1.39% 9.94% 145 37.24% 1
MHR Fund Management
1681
MHR Fund Management
New York
$1.92B +$551M +40% 44.4% 332% 11 9.09% 2.1
FAS Wealth Partners
1682
FAS Wealth Partners
Kansas
$1.92B +$313M +20% 14.3% 72.3% 545 9.91% 4.9
GMT Capital
1683
GMT Capital
Georgia
$1.92B -$272M -12% 20.2% 200% 84 27.38% 1.5
Hill Path Capital
1684
Hill Path Capital
New York
$1.92B +$547M +40% 41% 5.23% 8 25% 3.8
Southeastern Asset Management
1685
Southeastern Asset Management
Tennessee
$1.92B -$116M -6% 2.96% 26.7% 51 11.76% 3.8
First Interstate Bank
1686
First Interstate Bank
Montana
$1.92B +$137M +8% 10.9% 49.7% 204 12.25% 5
Broadwood Capital
1687
Broadwood Capital
New York
$1.91B +$494M +35% 36.8% 110% 6 0% 11.4
Evergreen Wealth Solutions
1688
Evergreen Wealth Solutions
Pennsylvania
$1.91B +$499M +35% 11.8% 70.9% 526 24.9% 0.8
Roffman Miller Associates
1689
Roffman Miller Associates
Pennsylvania
$1.91B +$178M +10% 17.1% 83.5% 88 2.27% 7.8
Legacy Wealth Management (Tennessee)
1690
Legacy Wealth Management (Tennessee)
Tennessee
$1.91B +$197M +11% 11.6% 50.4% 31 6.45% 5.8
Rebalance
1691
Rebalance
California
$1.91B +$186M +11% 9.97% 47.6% 105 5.71% 2.5
Campbell & Co Investment Adviser
1692
Campbell & Co Investment Adviser
Maryland
$1.91B +$152M +9% 10.7% 31% 1,411 56.98% 0.5
Grandfield & Dodd
1693
Grandfield & Dodd
New York
$1.91B +$137M +8% 15.7% 80.6% 222 8.11% 7.6
Verdence Capital Advisors
1694
Verdence Capital Advisors
Maryland
$1.9B +$185M +11% 19.9% 104% 715 17.2% 3.6
Dendur Capital
1695
Dendur Capital
New York
$1.9B +$540M +40% 30% 99.6% 31 51.61% 0.5
Foster Victor Wealth Advisors
1696
Foster Victor Wealth Advisors
South Carolina
$1.9B +$154M +9% 13.4% 78.2% 268 14.55% 3.2
PDT Partners
1697
PDT Partners
New York
$1.9B +$214M +13% 20.6% 211% 631 38.99% 1.1
JANA Partners Management
1698
JANA Partners Management
New York
$1.9B +$235M +14% 23.2% 47.2% 11 9.09% 1.4
Everence Capital Management
1699
Everence Capital Management
Indiana
$1.9B +$260M +16% 24.3% 108% 951 27.34% 3.8
Triglav Skladi
1700
Triglav Skladi
Slovenia
$1.9B +$470M +33% 37.9% – 201 25.87% 0.9