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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)
Tang Capital Management
1851
Tang Capital Management
California
$631M +$304M +93% 17.3% 493% 6 50% 2.3
BOK Financial Private Wealth
1852
BOK Financial Private Wealth
Colorado
$630M +$21.9M +4% 4.81% 61.8% 131 11.45% 2.5
Matrix Asset Advisors
1853
Matrix Asset Advisors
New York
$630M +$23.1M +4% 6.62% 84.9% 71 9.86% 3.6
Capital Investment Services of America
1854
Capital Investment Services of America
Wisconsin
$630M +$35.4M +6% 7.14% 50.7% 73 5.48% 3.3
Ninety One North America
1855
Ninety One North America
New York
$630M +$38.3M +6% 5.7% 70.6% 95 29.47% 1.3
PAM
1856
Private Asset Management
California
$629M +$8.01M +1% 7.23% 38.2% 157 13.38% 3.4
Harvest Fund Management
1857
Harvest Fund Management
China
$628M -$98.2M -14% 2.19% 327% 260 40.38% 0.6
Howard Capital Management
1858
Howard Capital Management
Georgia
$627M – – 7.34% 144% 90 – 0
Provident Investment Management
1859
Provident Investment Management
Michigan
$626M +$36.4M +6% 5.96% 69.5% 55 10.91% 3.3
Foster & Motley
1860
Foster & Motley
Ohio
$626M +$44.7M +8% 6.08% 68.8% 226 11.06% 2.6
Stoneridge Investment Partners
1861
Stoneridge Investment Partners
Pennsylvania
$626M -$10.3M -2% 5.35% 44.2% 290 42.07% 1.1
Central Securities
1862
Central Securities
New York
$624M +$40.4M +7% 9.15% 90.2% 39 0% 3
FWM
1863
Frontier Wealth Management
Missouri
$623M -$71.2M -10% 5.2% 42.8% 418 24.88% 1.9
Endurance Wealth Management
1864
Endurance Wealth Management
Rhode Island
$622M +$19.3M +3% 6.19% 59% 529 4.91% 2.6
Private Capital Management (Florida)
1865
Private Capital Management (Florida)
Florida
$622M -$34.1M -5% 2.09% 118% 50 12% 3.2
Sonora Investment Management
1866
Sonora Investment Management
Arizona
$622M +$45.9M +8% 3.77% 32.8% 1,509 38.37% 1.2
McGowan Group Asset Management
1867
McGowan Group Asset Management
Texas
$621M +$108M +21% 1.53% 69.8% 105 23.81% 1.7
Hillsdale Investment Management
1868
Hillsdale Investment Management
Ontario, Canada
$620M +$26.3M +4% 7.55% 271% 562 31.14% 1.5
SQN Investors
1869
SQN Investors
California
$620M +$130M +27% 4.41% – 17 35.29% 1
Partners Capital Investment Group
1870
Partners Capital Investment Group
Massachusetts
$620M +$17.3M +3% 6.2% 47.5% 84 16.67% 1.1
Glazer Capital LLC
1871
Glazer Capital LLC
New York
$618M -$426M -41% 8.85% 323% 136 65.44% 0.4
Melqart Asset Management
1872
Melqart Asset Management
United Kingdom
$618M – – 0.33% 250% 15 – 0
Grassi Investment Management
1873
Grassi Investment Management
California
$617M +$22.9M +4% 3.59% 170% 135 5.93% 3.4
Frazier Management
1874
Frazier Management
Washington
$617M +$336M +120% 135% 408% 9 11.11% 1.4
Miracle Mile Advisors
1875
Miracle Mile Advisors
California
$617M +$31.1M +5% 3.73% 56% 114 38.6% 1