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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)
Cypress Asset Management
1801
Cypress Asset Management
Texas
$475M -$56.6M -11% 8.11% 141% 215 15.81% 1.8
Covalent Partners
1802
Covalent Partners
Massachusetts
$474M -$80.2M -14% 9.41% 36.6% 43 30.23% 1
MassMutual Private Wealth & Trust
1803
MassMutual Private Wealth & Trust
Connecticut
$474M +$26.3M +6% 8.51% 90.4% 906 25.06% 1
TAM
1804
Taylor Asset Management
Ontario, Canada
$474M -$74.8M -14% 9.01% 12.9% 40 32.5% 1
Fund Evaluation Group
1805
Fund Evaluation Group
Ohio
$473M -$53.1M -10% 6.96% 51.6% 25 44% 1.1
KLS Professional Advisors Group
1806
KLS Professional Advisors Group
New York
$473M -$84.9M -15% 7.97% 38% 2 0% 2.3
Waratah Capital Advisors
1807
Waratah Capital Advisors
Ontario, Canada
$473M +$29.7M +7% 6.65% 192% 170 68.24% 0.3
TFP
1808
Triple Frond Partners
California
$473M +$81.1M +21% 5.81% 92.9% 7 0% 1.1
SCA
1809
Strategic Capital Alternatives
United States
$472M +$56.4M +14% 5.59% – 550 59.45% 0.5
Grassi Investment Management
1810
Grassi Investment Management
California
$471M -$61M -11% 9.01% 170% 146 9.59% 1.9
Petrus Trust Company
1811
Petrus Trust Company
Texas
$471M +$31M +7% 7.28% 36.9% 164 58.54% 0.7
Adams Street Partners
1812
Adams Street Partners
Illinois
$471M -$195M -29% 16.7% 399% 25 60% 0.4
Smithfield Trust
1813
Smithfield Trust
Pennsylvania
$469M -$37.7M -7% 6.79% 50% 854 12.65% 1.7
LHC
1814
Lodge Hill Capital
New York
$469M -$105M -18% 8.67% 17.9% 44 61.36% 0.3
First Interstate Bank
1815
First Interstate Bank
Montana
$469M -$188M -29% 8.3% 48.2% 844 90.4% 0.2
PFMOSF
1816
Philadelphia Financial Management of San Francisco
California
$469M +$39.7M +9% 10.1% 209% 50 54% 0.5
Brighton Jones LLC
1817
Brighton Jones LLC
Washington
$468M +$30.8M +7% 4.97% 97.9% 213 20.66% 1.7
Sun Life Financial
1818
Sun Life Financial
Ontario, Canada
$468M -$471M -50% 6.63% 65.7% 89 8.99% 2.1
Globeflex Capital
1819
Globeflex Capital
California
$467M -$78.5M -14% 6.75% 186% 647 37.56% 0.8
Dubuque Bank & Trust
1820
Dubuque Bank & Trust
Iowa
$466M -$70.8M -13% 7.31% 24% 672 18.01% 1.3
Foundation Resource Management
1821
Foundation Resource Management
Arkansas
$465M -$87.2M -16% 14.1% 84.5% 62 4.84% 2.1
BCM
1822
Brenham Capital Management
Texas
$465M +$100M +27% 13.4% 234% 14 42.86% 0.4
Bulldog Investors
1823
Bulldog Investors
New Jersey
$465M -$19.8M -4% 6.44% 22.5% 100 32% 0.8
Northwestern Mutual Investment Services
1824
Northwestern Mutual Investment Services
Wisconsin
$465M +$23.9M +5% 5.4% – 420 91.67% 0.1
Freshford Capital Management
1825
Freshford Capital Management
New York
$464M -$166M -26% 10.5% 97.3% 35 42.86% 0.9