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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)
Nicola Wealth Management
1701
Nicola Wealth Management
British Columbia, Canada
$986M +$75.4M +8% 9.15% 56.1% 129 12.4% 2
MI
1702
MMCAP International
Cayman Islands
$986M -$279M -22% 4% 184% 486 26.13% 1
Asset Dedication LLC
1703
Asset Dedication LLC
California
$986M +$75.1M +8% 9.56% 71.9% 1,178 22.07% 1.6
Board of Trustees of The Leland Stanford Junior University
1704
Board of Trustees of The Leland Stanford Junior University
California
$985M -$585M -37% 11.7% 142% 52 34.62% 2.2
Praesidium Investment Management Company
1705
Praesidium Investment Management Company
New York
$984M -$40.8M -4% 5.09% 79% 18 33.33% 2.6
Efficient Advisors
1706
Efficient Advisors
Ohio
$984M -$164M -14% 9.97% 30.6% 74 25.68% 5.5
Mason Investment Advisory Services
1707
Mason Investment Advisory Services
Virginia
$983M +$112M +13% 10.2% 76.1% 97 20.62% 2.3
Phillips Financial Management
1708
Phillips Financial Management
Indiana
$983M +$75.7M +8% 7.41% 45.6% 235 9.36% 2.7
Oribel Capital Management
1709
Oribel Capital Management
New York
$980M +$240M +32% 9.11% 337% 130 66.15% 0.6
MCF Advisors
1710
MCF Advisors
Kentucky
$979M +$80.5M +9% 7.07% 55.2% 903 16.28% 0.7
HAP Trading
1711
HAP Trading
New York
$979M -$516M -35% 10.8% 141% 2,021 43.25% 1.7
Penn Capital Management
1712
Penn Capital Management
Pennsylvania
$979M +$83.2M +9% 15% 170% 189 20.63% 2.2
Avity Investment Management
1713
Avity Investment Management
Connecticut
$979M +$56.8M +6% 8.95% 119% 84 9.52% 5.7
Western Wealth Management
1714
Western Wealth Management
Colorado
$978M -$768M -44% 7.8% 82.6% 828 28.74% 2.3
Nationwide Fund Advisors
1715
Nationwide Fund Advisors
Ohio
$977M -$1.99M -0.2% 3.73% 34.1% 7 14.29% 2.1
Rehmann Capital Advisory Group
1716
Rehmann Capital Advisory Group
Michigan
$976M +$74.1M +8% 8.8% 64.6% 585 14.7% 3.2
Sandler Capital Management
1717
Sandler Capital Management
New York
$976M +$259M +36% 15.2% 325% 113 46.9% 0.9
Flagship Harbor Advisors
1718
Flagship Harbor Advisors
Massachusetts
$975M +$113M +13% 6.6% 75.7% 645 14.73% 3.6
Alaska Permanent Capital Management
1719
Alaska Permanent Capital Management
Alaska
$973M +$18.5M +2% 7.48% 42.8% 38 10.53% 4
AlphaStar Capital Management
1720
AlphaStar Capital Management
North Carolina
$973M +$41.2M +4% 6.61% 69.5% 354 21.19% 1.8
HGC Investment Management
1721
HGC Investment Management
Ontario, Canada
$971M -$510M -34% 1.78% 33.2% 519 63.01% 0.5
Governors Lane
1722
Governors Lane
New York
$970M -$211M -18% 7.18% 133% 192 47.92% 0.9
IAIM
1723
International Assets Investment Management
Florida
$967M +$503M +108% 6.89% 101% 880 53.07% 0.9
Empirical Finance
1724
Empirical Finance
Pennsylvania
$966M +$123M +15% 9.59% 124% 507 8.09% 2.1
Ensemble Capital Management
1725
Ensemble Capital Management
California
$965M +$77M +9% 9.98% 36.2% 28 10.71% 5.5