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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)
MCM
1726
Manchester Capital Management
Vermont
$629M -$2.51M -0.4% 2.83% 72.3% 517 9.09% 3.3
ECM
1727
Estabrook Capital Management
New York
$628M -$10.9M -2% 1.24% 87.2% 412 3.16% 3.3
Partners Value Investments
1728
Partners Value Investments
Bermuda
$628M +$33.5M +6% 5.88% 80.7% 27 29.63% 0.2
Nuveen Fund Advisors
1729
Nuveen Fund Advisors
Illinois
$627M -$130M -17% 1.97% 52.3% 458 12.01% 0.9
WCM
1730
Wallace Capital Management
Texas
$626M +$41.9M +7% 7.26% 62.3% 71 7.04% 2.5
Capital Wealth Planning
1731
Capital Wealth Planning
Florida
$625M +$506M +427% 0.92% 73.9% 131 52.67% 1.3
Hirtle Callaghan & Co
1732
Hirtle Callaghan & Co
Pennsylvania
$625M +$13.7M +2% 3.79% 58.1% 191 6.28% 1.4
HBK Sorce Advisory
1733
HBK Sorce Advisory
Pennsylvania
$624M +$34.1M +6% 3.04% 58.2% 448 66.96% 1.1
Prospera Financial Services
1734
Prospera Financial Services
Texas
$623M +$68.6M +12% 2.76% 97.4% 466 27.68% 1.7
TS
1735
Twin Securities
New York
$623M +$43.4M +7% 7.93% 506% 33 63.64% 0.4
SBWIC
1736
Schaper Benz & Wise Investment Counsel
Wisconsin
$622M +$33.9M +6% 3.32% 94.2% 117 17.09% 2.8
BWP
1737
Baldwin Wealth Partners
Massachusetts
$622M +$15.6M +3% 3.71% 94.5% 528 14.2% 1.7
PCMF
1738
Private Capital Management (Florida)
Florida
$622M -$24.8M -4% 4.34% 118% 54 18.52% 2.8
Peconic Partners
1739
Peconic Partners
New York
$621M -$250M -29% 0.63% 300% 67 56.72% 1.2
PPC
1740
Park Presidio Capital
California
$621M +$4.39M +0.7% 9.02% 94.1% 20 40% 1.1
GFWEX
1741
G.F.W. Energy XI
Texas
$620M -$3.51M -0.6% 0.56% – 1 0% 0.5
Evergreen Capital Management
1742
Evergreen Capital Management
Washington
$620M +$140M +29% 1.3% 77.2% 138 30.43% 1.8
PAM
1743
Private Asset Management
California
$620M +$5.82M +0.9% 0.63% 38.2% 161 9.94% 2.9
CC
1744
ClearArc Capital
Ohio
$619M +$18.3M +3% 3.49% 63.4% 466 4.72% 3.1
CCM
1745
Cobalt Capital Management
New Jersey
$619M +$3.61M +0.6% 0.39% 235% 58 53.45% 0.6
NAM
1746
North American Management
Massachusetts
$619M +$59K +0% 3.01% 61.7% 135 5.19% 2.9
Giverny Capital
1747
Giverny Capital
Quebec, Canada
$619M +$16.5M +3% 2.37% 69.2% 27 3.7% 1.7
MPMG
1748
Minneapolis Portfolio Management Group
Minnesota
$618M +$17.6M +3% 5.71% 140% 29 17.24% 2.4
CC
1749
Crosslink Capital
California
$618M -$6.82M -1% 7.26% 135% 33 21.21% 2
PSCM
1750
Prince Street Capital Management
New York
$616M +$181M +42% 4.26% 302% 50 56% 0.4