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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)
Delta Global Management
1676
Delta Global Management
New York
$1.39B +$179M +15% 5.46% – 198 84.85% 0.1
Roundview Capital
1677
Roundview Capital
New Jersey
$1.39B -$46.3M -3% 1.01% 77.7% 346 12.14% 5.5
Fulton Breakefield Broenniman
1678
Fulton Breakefield Broenniman
Maryland
$1.38B -$14.9M -1% 1.52% 76% 200 12% 4.4
Woodmont Investment Counsel
1679
Woodmont Investment Counsel
Tennessee
$1.38B +$32.3M +2% 0.7% 75.3% 278 9.71% 5.5
NBT Bank
1680
NBT Bank
New York
$1.38B -$51.6M -4% 0.27% 77% 861 11.73% 3
First Trust Capital Management
1681
First Trust Capital Management
Illinois
$1.38B +$73.5M +6% 13.2% 214% 124 51.61% 0.5
Trek Financial
1682
Trek Financial
Arizona
$1.38B +$43.6M +3% 1.41% 152% 471 32.7% 1.9
Jaffetilchin Investment Partners
1683
Jaffetilchin Investment Partners
Florida
$1.38B -$3.43M -0.2% 3.84% 88.1% 447 24.38% 3.2
PFM Health Sciences
1684
PFM Health Sciences
California
$1.38B -$236M -15% 8.78% 241% 96 44.79% 2.1
Jordan Park Group
1685
Jordan Park Group
California
$1.38B +$22.6M +2% 0.54% 43.2% 72 6.94% 1.9
Bank of Finland
1686
Bank of Finland
Finland
$1.38B -$27M -2% 1.87% 66.7% 5 40% 2.8
Cantor Fitzgerald Investment Advisors
1687
Cantor Fitzgerald Investment Advisors
New York
$1.37B -$70.1M -5% 2.35% 73.4% 190 6.84% 3.4
Global Alpha Capital Management
1688
Global Alpha Capital Management
Quebec, Canada
$1.37B -$4.2M -0.3% 5.64% 80.4% 60 10% 3.4
Summit Global Investments
1689
Summit Global Investments
Utah
$1.37B -$225M -14% 1.29% 68.4% 602 43.19% 1.4
General American Investors
1690
General American Investors
New York
$1.37B -$67.2M -5% 0.79% 137% 71 15.49% 5.5
North Star Investment Management
1691
North Star Investment Management
Illinois
$1.37B -$63.1M -4% 1.89% 89.9% 1,268 9.23% 5.2
VARA
1692
Value Aligned Research Advisors
New Jersey
$1.37B +$1.01B +275% 16.5% 1,641% 65 33.85% 0.4
Valiant Capital Management
1693
Valiant Capital Management
California
$1.37B -$209M -13% 7.5% 348% 38 21.05% 1.9
Thomasville National Bank
1694
Thomasville National Bank
Georgia
$1.37B -$23.7M -2% 0.37% – 241 6.64% 6.2
Carrhae Capital
1695
Carrhae Capital
United Kingdom
$1.37B +$171M +14% 14.2% 182% 35 60% 0.8
Infrastructure Capital Advisors
1696
Infrastructure Capital Advisors
New York
$1.36B -$64.6M -5% 4.42% 52% 140 21.43% 1.3
Applied Finance Capital Management
1697
Applied Finance Capital Management
Puerto Rico
$1.36B -$942M -41% 0.74% 106% 330 20.91% 1
Westpac Banking Corp
1698
Westpac Banking Corp
Australia
$1.36B -$148M -10% 3.1% 127% 490 8.16% 7.6
Dundas Partners
1699
Dundas Partners
United Kingdom
$1.36B -$67.6M -5% 0.34% 87.6% 53 13.21% 4
Rebalance
1700
Rebalance
California
$1.36B +$20M +1% 0.27% 47.6% 105 19.05% 1.6