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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)
Hemenway Trust Hemenway Trust
1826
Hemenway Trust Hemenway Trust
New Hampshire
$879M -$162M -16% 13.1% 87.2% 135 8.89% 5.6
LPC
1827
Lion Point Capital
New York
$878M +$448M +104% 13.3% 319% 45 33.33% 0.9
Evensky & Katz
1828
Evensky & Katz
Florida
$876M -$136M -13% 14.8% 57.1% 83 16.87% 4.5
Tran Capital Management
1829
Tran Capital Management
California
$875M -$265M -23% 17.6% 173% 56 33.93% 2.5
BerganKDV Wealth Management
1830
BerganKDV Wealth Management
Minnesota
$873M -$61.9M -7% 9.97% 27.9% 1,098 10.84% 2.9
Bronte Capital Management
1831
Bronte Capital Management
Australia
$873M -$318M -27% 16.3% 123% 33 9.09% 1.5
MainStreet Investment Advisors
1832
MainStreet Investment Advisors
Illinois
$872M -$199M -19% 12.3% 61% 186 12.37% 3.1
Guardian Capital Advisors (Canada)
1833
Guardian Capital Advisors (Canada)
Ontario, Canada
$871M -$154M -15% 11.6% 26.1% 175 12.57% 5.6
Poplar Forest Capital
1834
Poplar Forest Capital
California
$871M -$89.7M -9% 6.2% 30% 55 5.45% 4.2
Nexus Investment Management
1835
Nexus Investment Management
Ontario, Canada
$871M -$80.8M -8% 10.4% 77.5% 69 10.14% 6.7
Kopernik Global Investors
1836
Kopernik Global Investors
Florida
$866M -$137M -14% 21.7% 128% 34 14.71% 3
GJL
1837
Gendell Jeffrey L
$866M -$528M -38% 18.9% 748% 72 26.39% 2.9
Cardano Risk Management
1838
Cardano Risk Management
Netherlands
$865M -$236M -21% 21.9% 200% 5 0% 3.3
Harvard Management Company
1839
Harvard Management Company
Massachusetts
$864M -$127M -13% 20.4% 123% 45 2.22% 1.2
Stephens Group Asset Management
1840
Stephens Group Asset Management
Arkansas
$863M -$133M -13% 13.9% 51.4% 25 0% 3.2
Blackhill Capital
1841
Blackhill Capital
New Jersey
$863M -$188M -18% 15.1% 212% 55 5.45% 7.7
Rock Creek Group
1842
Rock Creek Group
District of Columbia
$862M +$128M +17% 11.9% 37.2% 194 21.13% 1.6
SFMG Wealth Advisors
1843
SFMG Wealth Advisors
Texas
$862M -$149M -15% 12.4% 76.1% 318 19.81% 2.6
SM
1844
SG3 Management
Puerto Rico
$862M -$2.7B -76% 19.2% 38.7% 1,001 71.13% 0.5
Texas Capital Bank Wealth Management Services
1845
Texas Capital Bank Wealth Management Services
Texas
$861M -$236M -21% 15% 81.9% 179 24.02% 1.8
Krilogy Financial
1846
Krilogy Financial
Missouri
$861M -$117M -12% 14.1% 79% 333 14.11% 2.9
ORIX Corp
1847
ORIX Corp
Japan
$861M -$38.2M -4% 4.25% 11.7% 1 0% 4.5
Private Wealth Partners
1848
Private Wealth Partners
California
$860M -$256M -23% 15.2% 132% 85 15.29% 5.5
First Light Asset Management
1849
First Light Asset Management
Minnesota
$859M -$274M -24% 18.3% 364% 76 7.89% 2.3
MIM
1850
Marco Investment Management
Georgia
$859M -$126M -13% 13.6% 127% 217 11.98% 5.8