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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)
WCM
1801
Windward Capital Management
California
$588M +$25.8M +5% 4% 78.5% 81 3.7% 2.8
IR
1802
IAT Reinsurance
New York
$588M +$32.1M +6% 2.51% 60.2% 124 36.29% 1.3
Laird Norton Wetherby Wealth Management
1803
Laird Norton Wetherby Wealth Management
California
$588M +$31.7M +6% 3.86% – 595 11.76% 2.7
WPL
1804
WINDACRE PARTNERSHIP LLC
Texas
$586M +$135M +30% 5.75% 98.4% 6 16.67% 1.3
FSA
1805
Franklin Street Advisors
North Carolina
$585M +$18.1M +3% 3.7% 130% 178 10.11% 2.8
ZB
1806
Zions Bancorporation
Utah
$584M +$53.1M +10% 1.9% 22.9% 778 19.28% 1.6
CC
1807
Courier Capital
New York
$584M +$15.5M +3% 2.39% 69.4% 284 6.69% 3
AC
1808
Aisling Capital
New York
$584M +$34.6M +6% 49.7% 386% 17 5.88% 2.4
MAA
1809
Matrix Asset Advisors
New York
$584M +$14.3M +3% 0.58% 84.9% 70 7.14% 3.2
MJRIC
1810
Mogy Joel R Investment Counsel
California
$583M +$2.96M +0.5% 2.69% 121% 129 10.08% 3.3
YIA
1811
YHB Investment Advisors
Connecticut
$583M +$61.9M +12% 3.4% 96.2% 188 9.57% 2.8
Alpha Cubed Investments
1812
Alpha Cubed Investments
California
$582M +$92.9M +19% 2.71% 126% 221 21.72% 1.5
NewEdge Advisors
1813
NewEdge Advisors
Louisiana
$582M +$142M +32% 2.32% 88% 1,396 80.8% 0.2
CEI
1814
Clark Estates Inc
New York
$582M -$67.9M -10% 2.08% 34.5% 101 23.76% 1.7
FG
1815
Formula Growth
Quebec, Canada
$582M +$102M +21% 5.35% 118% 152 25.66% 0.9
AA
1816
Ancient Art
Texas
$581M +$2.37M +0.4% 8.23% 168% 15 40% 1.6
Dragoneer Investment Group
1817
Dragoneer Investment Group
California
$581M +$20M +4% 20.1% 77.3% 24 16.67% 0.9
CCM
1818
Century Capital Management
Massachusetts
$581M -$46.8M -7% 3.65% 79.8% 223 15.7% 1.5
TWI
1819
Thomas White International
Illinois
$581M -$108M -16% 3.55% 34.9% 335 26.27% 1.8
CISOA
1820
Capital Investment Services of America
Wisconsin
$580M +$14.9M +3% 4.25% 50.7% 69 2.9% 3
FFBTD
1821
First Financial Bank - Trust Division
Ohio
$579M +$37.7M +7% 1.9% 68.6% 188 9.04% 3.1
PC
1822
Pier Capital
Connecticut
$579M -$5.6M -1% 10.7% 223% 155 53.55% 0.5
NL
1823
NWAM LLC
Washington
$575M +$247M +75% 1.89% 112% 347 18.16% 1.7
KSCM
1824
King Street Capital Management
New York
$574M +$69.7M +14% 1.61% 140% 15 46.67% 0.3
CC
1825
Cadinha & Co
Hawaii
$573M +$68.2M +13% 3.66% 123% 133 9.02% 2.6