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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)
Duality Advisers
1726
Duality Advisers
Florida
$919M -$96M -9% 7% 18.3% 797 64.62% 0.2
SBCM
1727
Schwerin Boyle Capital Management
Massachusetts
$918M -$61.3M -6% 3.71% 72.3% 48 2.08% 5.9
Intrinsic Edge Capital Management
1728
Intrinsic Edge Capital Management
Illinois
$916M -$365M -28% 7.91% 283% 214 63.08% 0.5
Kanawha Capital Management
1729
Kanawha Capital Management
Virginia
$916M -$70.8M -7% 5.61% 74.5% 201 5.47% 6.5
GeoWealth Management
1730
GeoWealth Management
Illinois
$916M +$169M +23% 2.94% 58% 384 24.48% 1.3
CSM Advisors
1731
CSM Advisors
Pennsylvania
$915M -$179M -16% 3.49% 105% 132 9.85% 1.2
Inherent Group
1732
Inherent Group
New York
$914M +$280M +44% 2.14% 61.7% 50 56% 0.5
HoyleCohen
1733
HoyleCohen
California
$913M -$47M -5% 4.92% 46.1% 266 5.64% 3.2
Broad Run Investment Management
1734
Broad Run Investment Management
Virginia
$913M -$185M -17% 9.41% 202% 24 8.33% 5.7
JFS Wealth Advisors
1735
JFS Wealth Advisors
Pennsylvania
$912M -$35.3M -4% 5.88% 54.8% 2,004 5.99% 2
JB Capital
1736
JB Capital
Connecticut
$911M -$21.3M -2% 6.06% 83.8% 239 41.42% 0.8
Nicola Wealth Management
1737
Nicola Wealth Management
British Columbia, Canada
$911M -$137M -13% 4.51% 56.1% 148 18.92% 1.8
Asset Dedication LLC
1738
Asset Dedication LLC
California
$911M +$238M +35% 5.29% 67.8% 1,035 47.34% 1.5
Kopernik Global Investors
1739
Kopernik Global Investors
Florida
$910M +$44M +5% 4.39% 128% 37 13.51% 2.9
Atalan Capital Partners
1740
Atalan Capital Partners
New York
$909M -$118M -11% 6.72% 319% 14 35.71% 1.2
SFG
1741
Sather Financial Group
Texas
$908M -$55.9M -6% 5.85% 70% 85 12.94% 2.9
HighTower Trust
1742
HighTower Trust
Texas
$908M -$46.1M -5% 4.58% 90.4% 337 67.95% 1.4
NAYA Capital Management (UK)
1743
NAYA Capital Management (UK)
United Kingdom
$907M -$409M -31% 8.46% 121% 20 40% 1.2
Phillips Financial Management
1744
Phillips Financial Management
Indiana
$907M -$15.3M -2% 5.76% 45.6% 223 53.36% 2.5
Forward Management
1745
Forward Management
California
$907M -$9.4M -1% 1.2% 36.9% 36 36.11% 0.7
Atlas Venture Life Science Advisors
1746
Atlas Venture Life Science Advisors
Massachusetts
$906M +$308M +51% 37.6% 484% 17 5.88% 0.7
Vivo Capital
1747
Vivo Capital
California
$906M -$90.1M -9% 42.6% 7,491% 54 14.81% 1.5
M Holdings Securities
1748
M Holdings Securities
Oregon
$905M -$82.9M -8% 5.64% 83.9% 461 11.06% 2
Oakworth Capital
1749
Oakworth Capital
Alabama
$904M -$90M -9% 4.68% 64.3% 586 6.48% 5.3
Transcend Capital Advisors
1750
Transcend Capital Advisors
New Jersey
$904M -$57M -6% 5.33% 71.6% 531 15.63% 1.3