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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)
Value Partners Investments
1776
Value Partners Investments
Manitoba, Canada
$1.22B -$29.4M -2% 1.34% 50.7% 82 6.1% 2.4
Pacific Heights Asset Management
1777
Pacific Heights Asset Management
California
$1.22B +$54.6M +5% 15.7% 186% 74 2.7% 8.5
Phillips Financial Management
1778
Phillips Financial Management
Indiana
$1.22B +$69.9M +6% 4.89% 45.6% 270 9.26% 3.3
Tributary Capital Management
1779
Tributary Capital Management
Nebraska
$1.22B +$33.1M +3% 4.74% 82.6% 214 25.23% 3.7
Thomas H. Lee (THL) Partners
1780
Thomas H. Lee (THL) Partners
Massachusetts
$1.22B +$179M +17% 20% 37.2% 2 0% 3.1
Avalon Trust
1781
Avalon Trust
New Mexico
$1.22B +$125M +11% 9.42% 118% 351 9.69% 0.8
Rebalance
1782
Rebalance
California
$1.22B +$69.5M +6% 4.64% 47.6% 88 0% 1
U.S. Global Investors (USGI)
1783
U.S. Global Investors (USGI)
Texas
$1.22B -$271M -18% 11.6% 151% 175 36% 1.8
FORA Capital
1784
FORA Capital
Florida
$1.21B +$50.9M +4% 12.3% 162% 608 67.93% 0.2
Thomasville National Bank
1785
Thomasville National Bank
Georgia
$1.21B +$87.6M +8% 9.1% – 243 5.76% 5.5
Adell Harriman & Carpenter
1786
Adell Harriman & Carpenter
Texas
$1.21B +$134M +12% 14.9% 191% 168 6.55% 5.7
Berger Financial Group
1787
Berger Financial Group
Minnesota
$1.21B +$249M +26% 6.44% 59.9% 375 22.4% 1.7
City of London Investment Management
1788
City of London Investment Management
United Kingdom
$1.21B -$10.3M -0.8% 3.27% 104% 114 14.91% 3.2
Beaumont Financial Advisors
1789
Beaumont Financial Advisors
Massachusetts
$1.21B +$117M +11% 10% 93.3% 373 11.26% 3.8
Greenoaks Capital Partners
1790
Greenoaks Capital Partners
California
$1.21B +$353M +41% 40% 311% 15 6.67% 2.2
Shufro Rose & Co
1791
Shufro Rose & Co
New York
$1.21B +$158M +15% 7.08% 68.1% 345 19.13% 4.6
Voss Capital
1792
Voss Capital
Texas
$1.21B +$183M +18% 13.2% 78.4% 43 30.23% 1.3
Atalan Capital Partners
1793
Atalan Capital Partners
New York
$1.21B +$74.2M +7% 10.2% 319% 11 18.18% 1.3
Vestal Point Capital
1794
Vestal Point Capital
New York
$1.21B +$265M +28% 12.1% – 77 62.34% 0.1
DCM
1795
Dupont Capital Management
Delaware
$1.21B +$63.9M +6% 15.9% 100% 173 14.45% 3.7
Avity Investment Management
1796
Avity Investment Management
Connecticut
$1.21B +$92.1M +8% 10.1% 119% 116 10.34% 4.6
MUFG Securities EMEA
1797
MUFG Securities EMEA
United Kingdom
$1.21B -$492M -29% 7.72% 114% 110 39.09% 2.7
L1 Capital
1798
L1 Capital
Australia
$1.2B +$139M +13% 15.1% 127% 16 62.5% 1.3
Cyndeo Wealth Partners
1799
Cyndeo Wealth Partners
Florida
$1.2B +$122M +11% 9.5% 93% 403 14.64% 0.9
BPIM
1800
Brant Point Investment Management
New York
$1.2B -$29.1M -2% 18.5% 169% 132 44.7% 2.7