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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)
Calamos Wealth Management
1676
Calamos Wealth Management
Illinois
$585M +$19.2M +3% 2.94% 102% 252 17.06% 1.4
Broadwood Capital
1677
Broadwood Capital
New York
$584M +$67M +13% 21.8% 110% 10 20% 2
SM
1678
Seminole Management
New York
$584M -$402M -41% 6.84% 95.4% 59 49.15% 0.6
Albion Financial Group
1679
Albion Financial Group
Utah
$584M +$27.9M +5% 2.63% 68% 204 16.18% 2.2
RBF Capital
1680
RBF Capital
California
$584M +$80.8M +16% 8.76% 147% 406 18.47% 2
Virtu Financial
1681
Virtu Financial
New York
$583M -$168M -22% 1.15% 160% 574 71.08% 0.3
SM
1682
Scoggin Management
New York
$582M -$310M -35% 11.1% 889% 68 61.76% 0.4
Darrell & King
1683
Darrell & King
Virginia
$581M +$46.3M +9% 4.62% – 55 23.64% 0.6
QI
1684
Qualcomm Inc
California
$581M -$160M -22% 3.07% – 104 9.62% 2
Bristol Gate Capital Partners
1685
Bristol Gate Capital Partners
Ontario, Canada
$581M +$21.4M +4% 1.56% 79.2% 22 9.09% 1
Lowe Brockenbrough & Co
1686
Lowe Brockenbrough & Co
Virginia
$580M +$5.01M +0.9% 2.49% 78.8% 191 9.95% 2.7
Rockland Trust
1687
Rockland Trust
Massachusetts
$577M -$877K -0.2% 0.39% 61.5% 164 10.98% 2.2
ProVise Management Group
1688
ProVise Management Group
Florida
$577M +$33.4M +6% 2.73% 66.8% 341 17.01% 2.1
CK
1689
Cohen Klingenstein
New York
$576M +$32.2M +6% 6.19% 99.1% 163 3.07% 2.9
Trinity Street Asset Management
1690
Trinity Street Asset Management
United Kingdom
$575M +$145M +34% 15.7% 76.9% 16 18.75% 1.3
Minneapolis Portfolio Management Group
1691
Minneapolis Portfolio Management Group
Minnesota
$575M +$19.1M +3% 10.6% 140% 27 0% 2.1
NBT Bank
1692
NBT Bank
New York
$575M +$2.01M +0.4% 2.09% 68.2% 208 7.21% 2.7
Wellington Shields Capital Management
1693
Wellington Shields Capital Management
New York
$574M -$17M -3% 1.63% 137% 344 15.99% 2.2
TS
1694
Twin Securities
New York
$574M +$19.7M +4% 3.88% 506% 36 77.78% 0.4
Choreo LLC
1695
Choreo LLC
Illinois
$573M +$53M +10% 3.77% 74.7% 244 16.8% 1.5
PAM
1696
Paradigm Asset Management
New York
$572M -$1.81M -0.3% 3.73% 73.8% 855 35.2% 1.6
Connors Investor Services
1697
Connors Investor Services
Pennsylvania
$572M +$56.6M +11% 4.84% 125% 157 7.64% 2.3
CPM
1698
Crescent Park Management
California
$572M +$116M +25% 10.6% 87% 27 44.44% 0.7
SGA
1699
Sector Gamma AS
Norway
$571M +$44.4M +8% 5.1% 35.3% 28 10.71% 1.6
Algebris Investments (UK)
1700
Algebris Investments (UK)
United Kingdom
$570M -$17.4M -3% 2.55% 15.3% 92 59.78% 0.7