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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)
CLA (CliftonLarsonAllen) Wealth Advisors
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$501M +$51.8M +12% 1.34% 45.9% 171 56.73% 0.7
Giverny Capital
1852
Giverny Capital
Quebec, Canada
$500M +$43.6M +10% 3.44% 69.2% 25 8% 0.2
JCM
1853
JS Capital Management
New York
$500M +$105M +27% 4.99% 52.4% 71 25.35% 0.7
Independent Portfolio Consultants
1854
Independent Portfolio Consultants
Florida
$500M +$11M +2% 0.38% 32.4% 1,120 32.86% 1
QAM
1855
Quentec Asset Management
New York
$499M +$17.6M +4% 0.21% 43.5% 60 46.67% 0.7
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
$498M -$16.8M -3% 0.07% 23.7% 238 9.24% 1.7
Mazama Capital Management
1857
Mazama Capital Management
Oregon
$497M +$10.8M +2% 3.01% – 334 34.43% 0.9
White Mountains Insurance Group
1858
White Mountains Insurance Group
New Hampshire
$497M +$26.6M +6% 3.03% 105% 1 0% 2
Arrow Investment Advisors
1859
Arrow Investment Advisors
Maryland
$497M -$48.3M -9% 0.94% 36.3% 88 46.59% 0.9
Courier Capital
1860
Courier Capital
New York
$497M -$9.5M -2% 0.46% 70.8% 307 11.73% 1.6
Tufton Capital Management
1861
Tufton Capital Management
Maryland
$495M -$50.6M -9% 0.28% 96.1% 124 9.68% 1.8
Permian Investment Partners
1862
Permian Investment Partners
Texas
$494M +$238M +93% 1.23% 78.6% 20 55% 0.4
SCF Partners
1863
SCF Partners
Texas
$492M +$16.5M +3% 3.47% 2.1% 1 0% 2
AAM
1864
AO Asset Management
New York
$491M +$31.5M +7% 12% 127% 38 47.37% 0.3
Lebenthal Holdings
1865
Lebenthal Holdings
New York
$490M +$65M +15% 0.69% – 348 27.3% 0.3
SeaBridge Investment Advisors
1866
SeaBridge Investment Advisors
New Jersey
$489M -$7.66M -2% 1.72% 128% 247 18.22% 1.4
Capital Analysts LLC
1867
Capital Analysts LLC
Pennsylvania
$489M +$8.91M +2% 0.73% 51.3% 409 17.36% 1.4
GWI
1868
Grace & White Inc
New York
$489M -$12.9M -3% 2.58% 61.5% 148 3.38% 1.8
Main Street Research
1869
Main Street Research
Connecticut
$488M +$23.3M +5% 0.18% 232% 142 11.27% 1.6
McGowan Group Asset Management
1870
McGowan Group Asset Management
Texas
$488M -$6.93M -1% 2.58% 69.8% 137 13.14% 0.4
PAI
1871
ProQuest Associates IV
Florida
$487M +$180M +59% 76.1% 113% 6 0% 0.5
DAM
1872
Davis Asset Management
California
$487M +$49.9M +11% 7.63% 97.3% 26 7.69% 1.2
Bulldog Investors
1873
Bulldog Investors
New Jersey
$485M +$36.8M +8% 1.35% 22.5% 91 35.16% 0.8
DMK
1874
David M. Knott
$483M +$19.1M +4% 6.96% 81% 88 9.09% 1.3
Academy Capital Management
1875
Academy Capital Management
Texas
$483M -$26.5M -5% 0.18% 71.2% 46 13.04% 1.4