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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)
OCM
1801
Opti Capital Management
New York
$1.07B +$133M +14% 0% 0.01% 36 2.78% 0.5
Harbourvest Partners
1802
Harbourvest Partners
Massachusetts
$1.06B +$18.5M +2% 6.06% 8.96% 67 40.3% 1
Valiant Capital Management
1803
Valiant Capital Management
California
$1.06B -$268M -20% 10.8% 348% 25 16% 1.9
Crestline Management
1804
Crestline Management
Texas
$1.06B -$96.4M -8% 10.9% 80.2% 288 56.94% 0.2
MCM
1805
McKinley Capital Management
Alaska
$1.06B -$366M -26% 4.13% 63.3% 189 12.7% 3.4
Atlantic Union Bankshares
1806
Atlantic Union Bankshares
Virginia
$1.06B +$27.2M +3% 0.3% 78.9% 270 3.33% 3.2
Clearline Capital
1807
Clearline Capital
New York
$1.06B +$389M +58% 6.26% 57.4% 197 46.7% 0.5
YCG LLC
1808
YCG LLC
Texas
$1.06B +$27.3M +3% 3.02% 27% 45 6.67% 4.4
FFT Wealth Management
1809
FFT Wealth Management
Pennsylvania
$1.06B +$612M +137% 1.33% 65.6% 263 71.48% 1.1
Anson Funds Management
1810
Anson Funds Management
Texas
$1.06B +$7.19M +0.7% 6.73% 2,010% 412 56.8% 0.3
BIC
1811
Beach Investment Counsel
Pennsylvania
$1.06B -$61.4M -5% 0.98% 36% 179 3.91% 4.4
Rehmann Capital Advisory Group
1812
Rehmann Capital Advisory Group
Michigan
$1.06B +$20.9M +2% 0.39% 64.6% 578 12.28% 2.5
Pacific Heights Asset Management
1813
Pacific Heights Asset Management
California
$1.05B -$37.7M -3% 1.11% 181% 81 1.23% 6.2
Blue Whale Capital
1814
Blue Whale Capital
United Kingdom
$1.05B +$153M +17% 4.47% 409% 22 27.27% 1.1
HoyleCohen
1815
HoyleCohen
California
$1.05B -$231M -18% 0.27% 46.1% 274 5.11% 2.4
Strategy Capital
1816
Strategy Capital
California
$1.05B +$76.3M +8% 8.73% 316% 10 20% 1.8
Courier Capital
1817
Courier Capital
New York
$1.05B -$427K -0% 0.61% 70.8% 320 5% 5
Capital Investment Services of America
1818
Capital Investment Services of America
Wisconsin
$1.05B +$1.85M +0.2% 0.33% 50.7% 83 7.23% 4.9
Stack Financial Management
1819
Stack Financial Management
Montana
$1.05B -$116M -10% 0.54% 58.4% 51 9.8% 4.3
Efficient Advisors
1820
Efficient Advisors
Ohio
$1.05B +$240M +30% 1.32% 30.6% 62 1.61% 5.3
MainStreet Investment Advisors
1821
MainStreet Investment Advisors
Illinois
$1.05B -$128M -11% 0.66% 61% 192 10.94% 2.5
Provident Investment Management
1822
Provident Investment Management
Michigan
$1.05B +$10.2M +1% 1.37% 90.8% 64 9.38% 3.4
Hartford Funds Management
1823
Hartford Funds Management
Pennsylvania
$1.04B +$119M +13% 0.65% 26.8% 6 16.67% 1.8
SCHF (GPE)
1824
SCHF (GPE)
Wyoming
$1.04B -$96.3M -8% 4.56% – 14 50% 0.7
MIG Capital
1825
MIG Capital
California
$1.04B -$88.4M -8% 3.15% 118% 28 21.43% 2