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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)
Sage Financial Group
1826
Sage Financial Group
Pennsylvania
$1.51B +$40.9M +3% 1.67% 67% 108 12.04% 4.7
Lakewood Capital Management
1827
Lakewood Capital Management
New York
$1.51B +$186M +14% 1.94% 45.4% 68 25% 2.1
Mark Asset Management
1828
Mark Asset Management
New York
$1.51B +$120M +9% 0.11% 325% 63 38.1% 2.6
Meritage Portfolio Management
1829
Meritage Portfolio Management
Kansas
$1.51B +$5.28M +0.4% 3.8% 97.4% 346 12.14% 3.8
Alpine Associates Management
1830
Alpine Associates Management
Florida
$1.5B -$153M -9% 18.1% 366% 107 74.77% 0.2
Commodore Capital
1831
Commodore Capital
New York
$1.5B -$546M -27% 63.8% 2,121% 43 37.21% 1.2
Verus Capital Partners
1832
Verus Capital Partners
Arizona
$1.5B +$213M +17% 3.35% 139% 475 16.63% 2.7
Alta Capital Management
1833
Alta Capital Management
Utah
$1.5B -$295M -16% 1.86% 89.2% 105 16.19% 5.2
Icon Wealth Advisors
1834
Icon Wealth Advisors
Texas
$1.5B +$26.1M +2% 2.48% – 539 31.35% 2.1
Sunbelt Securities
1835
Sunbelt Securities
Texas
$1.5B +$51M +4% 2.46% 83.5% 2,996 16.92% 1.9
Angeles Investment Advisors
1836
Angeles Investment Advisors
California
$1.5B -$24M -2% 2.14% 78.3% 33 27.27% 2.8
Vantage Investment Partners
1837
Vantage Investment Partners
Missouri
$1.5B +$35.6M +2% 3.44% 77.4% 62 0% 5.1
Stephens Group Asset Management
1838
Stephens Group Asset Management
Arkansas
$1.5B +$13.8M +0.9% 0.57% 51.4% 26 0% 6.3
PDS Planning
1839
PDS Planning
Ohio
$1.5B +$51.2M +4% 2.22% 62.7% 575 9.91% 2.9
Simmons Bank
1840
Simmons Bank
Arkansas
$1.5B -$4.87M -0.3% 1.16% 92.9% 338 6.21% 6.7
Occudo Quantitative Strategies
1841
Occudo Quantitative Strategies
Florida
$1.49B +$672M +82% 1.09% 94.6% 941 60.47% 0.3
SFMG Wealth Advisors
1842
SFMG Wealth Advisors
Texas
$1.49B +$49.2M +3% 2.45% 76.1% 332 14.46% 4.1
Landscape Capital Management
1843
Landscape Capital Management
New Jersey
$1.49B -$85M -5% 3.98% 92.5% 933 60.13% 0.5
GPCM
1844
Greenbrier Partners Capital Management
Texas
$1.49B +$14.9M +1% 4.83% 96.1% 13 7.69% 10
Sound View Wealth Advisors Group
1845
Sound View Wealth Advisors Group
Georgia
$1.49B +$35.8M +2% 3.15% 73% 442 10.41% 4
Pale Fire Capital SE
1846
Pale Fire Capital SE
Czech Republic
$1.49B +$576M +63% 2.38% 223% 78 53.85% 0.7
Irenic Capital Management
1847
Irenic Capital Management
New York
$1.49B +$532M +56% 1.19% 93.6% 50 66% 0.5
Kathmere Capital Management
1848
Kathmere Capital Management
Pennsylvania
$1.49B +$76.4M +5% 3.37% 68.3% 598 16.56% 1.9
No Street GP LP
1849
No Street GP LP
California
$1.48B -$35.9M -2% 0.25% 246% 42 47.62% 1.1
Nicolet Advisory Services
1850
Nicolet Advisory Services
Wisconsin
$1.48B +$199M +15% 2.31% 62.7% 449 14.03% 3