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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
PWP
1826
Private Wealth Partners
California
$455M +$342K +0.1% 0.95% 92.8% 184 22.83%
IUAM
1827
Itau USA Asset Management
New York
$455M +$82.3M +22% 3.63% 15.8% 126 9.52%
FAM
1828
Foxhaven Asset Management
Virginia
$454M +$33M +8% 0.34% 85.1% 31 41.94%
BAM
1829
Burnham Asset Management
New York
$454M -$1.37M -0.3% 1.09% 39.5% 253 7.51%
RT
1830
Rockland Trust
Massachusetts
$454M +$13.8M +3% 0.25% 51% 136 15.44%
JAFL
1831
Jay A. Fishman Ltd
Michigan
$454M -$11.4M -2% 0.29% 107% 95 11.58%
BOK
1832
Bank of Kentucky
Kentucky
$453M +$2.81M +0.6% 0.61% 312 10.58%
DBG
1833
De Burlo Group
Massachusetts
$452M +$10.6M +2% 4.38% 98.1% 108 12.96%
NIM
1834
Needham Investment Management
New York
$452M -$27.3M -6% 1.83% 267% 128 10.16%
TCM
1835
Tamarack Capital Management
California
$451M -$38.8M -8% 1.85% 39 48.72%
CHAM
1836
Clear Harbor Asset Management
Connecticut
$450M -$16.9M -4% 5.85% 71.8% 262 25.57%
CI
1837
Constellation Investments
Ohio
$450M +$17.2M +4% 2.62% 407 5.16%
HHMI
1838
Howard Hughes Medical Institute
Maryland
$449M -$146M -25% 0.23% 59.3% 213 32.39%
MSR
1839
Main Street Research
Connecticut
$449M +$25M +6% 1.12% 159% 145 14.48%
TAM
1840
TPH Asset Management
Texas
$449M +$243M +118% 1.61% 8.51% 125 41.6%
DAM
1841
Deltec Asset Management
New York
$446M -$24.8M -5% 2.98% 128% 160 19.38%
LSGA
1842
Lone Star Global Acquisitions
Bermuda
$446M -$24.4M -5% 5.19% 380% 1 0%
PWAG
1843
Polaris Wealth Advisory Group
California
$445M -$3.64M -0.8% 0.17% 64% 86 38.37%
BJL
1844
Brighton Jones LLC
Washington
$445M +$2.67M +0.6% 0.33% 81% 216 13.89%
IC
1845
Iconiq Capital
California
$445M +$172M +63% 5.2% 2.92% 31 19.35%
HA
1846
Halsey Associates
Connecticut
$445M -$9.73M -2% 2.02% 63.8% 110 4.55%
AVC
1847
Arlington Value Capital
Utah
$443M -$11.4M -3% 7.76% 14.5% 17 29.41%
CC
1848
ClearArc Capital
Ohio
$443M +$8.83M +2% 1.22% 63.4% 415 9.64%
TC
1849
Travelers Companies
Minnesota
$442M -$29.1M -6% 3.32% 47 40.43%
FFIC
1850
First Fiduciary Investment Counsel
Ohio
$441M -$12.8M -3% 1.18% 48.1% 43 6.98%