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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
DA
1726
Duality Advisers
Florida
$919M -$96M -9% 7% 18.3% 797 64.62%
SBCM
1727
Schwerin Boyle Capital Management
Massachusetts
$918M -$61.3M -6% 3.71% 72.3% 48 2.08%
IECM
1728
Intrinsic Edge Capital Management
Illinois
$916M -$365M -28% 7.91% 283% 214 63.08%
KCM
1729
Kanawha Capital Management
Virginia
$916M -$70.8M -7% 5.61% 62.5% 201 5.47%
GM
1730
GeoWealth Management
Illinois
$916M +$169M +23% 2.94% 58% 384 24.48%
CA
1731
CSM Advisors
Pennsylvania
$915M -$179M -16% 3.49% 105% 132 9.85%
IG
1732
Inherent Group
New York
$914M +$280M +44% 2.14% 61.7% 50 56%
H
1733
HoyleCohen
California
$913M -$47M -5% 4.92% 46.1% 266 5.64%
BRIM
1734
Broad Run Investment Management
Virginia
$913M -$185M -17% 9.41% 202% 24 8.33%
JWA
1735
JFS Wealth Advisors
Pennsylvania
$912M -$35.3M -4% 5.88% 54.8% 2,004 5.99%
JC
1736
JB Capital
Connecticut
$911M -$21.3M -2% 6.06% 76% 239 41.42%
NWM
1737
Nicola Wealth Management
British Columbia, Canada
$911M -$137M -13% 4.51% 56.1% 148 18.92%
ADL
1738
Asset Dedication LLC
California
$911M +$238M +35% 5.29% 67.8% 1,035 47.34%
KGI
1739
Kopernik Global Investors
Florida
$910M +$44M +5% 4.39% 128% 37 13.51%
ACP
1740
Atalan Capital Partners
New York
$909M -$118M -11% 6.72% 319% 14 35.71%
SFG
1741
Sather Financial Group
Texas
$908M -$55.9M -6% 5.85% 70% 85 12.94%
HT
1742
HighTower Trust
Texas
$908M -$46.1M -5% 4.58% 90.4% 337 67.95%
NCMU
1743
NAYA Capital Management (UK)
United Kingdom
$907M -$409M -31% 8.46% 121% 20 40%
PFM
1744
Phillips Financial Management
Indiana
$907M -$15.3M -2% 5.76% 41.8% 223 53.36%
FM
1745
Forward Management
California
$907M -$9.4M -1% 1.2% 36.9% 36 36.11%
AVLSA
1746
Atlas Venture Life Science Advisors
Massachusetts
$906M +$308M +51% 37.6% 484% 17 5.88%
VC
1747
Vivo Capital
California
$906M -$90.1M -9% 42.6% 7,491% 54 14.81%
MHS
1748
M Holdings Securities
Oregon
$905M -$82.9M -8% 5.64% 83.9% 461 11.06%
OC
1749
Oakworth Capital
Alabama
$904M -$90M -9% 4.68% 64.3% 586 6.48%
TCA
1750
Transcend Capital Advisors
New Jersey
$904M -$57M -6% 5.33% 71.6% 531 15.63%