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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)
Strategic Wealth Partners
1851
Strategic Wealth Partners
Ohio
$1.44B -$17.1M -1% 1.48% – 1,577 14.08% 1.3
IAIM
1852
International Assets Investment Management
Florida
$1.44B -$20.2M -1% 1.87% 101% 2,382 13.27% 1.1
Westpac Banking Corp
1853
Westpac Banking Corp
Australia
$1.44B -$145M -9% 2.98% 127% 509 13.16% 7.3
Infrastructure Capital Advisors
1854
Infrastructure Capital Advisors
New York
$1.44B +$402M +39% 8.23% 52% 176 30.11% 1.4
Luxor Capital Group
1855
Luxor Capital Group
New York
$1.43B +$128M +10% 1.19% 131% 58 31.03% 1.4
Appleton Partners
1856
Appleton Partners
Massachusetts
$1.43B -$84.4M -6% 1.7% 110% 272 6.99% 6.8
Weitz Investment Management
1857
Weitz Investment Management
Nebraska
$1.43B -$254M -15% 8.56% 36.1% 52 21.15% 6
Kopernik Global Investors
1858
Kopernik Global Investors
Florida
$1.43B +$180M +14% 1.59% 128% 33 24.24% 3.3
KPF
1859
K2 Principal Fund
Ontario, Canada
$1.43B +$191M +15% 0.7% 76.5% 592 49.32% 0.4
Styrax Capital
1860
Styrax Capital
New York
$1.43B +$127M +10% 3.88% 310% 21 38.1% 1.1
Callodine Capital Management
1861
Callodine Capital Management
Massachusetts
$1.43B +$185M +15% 0.25% 53.8% 62 25.81% 1.5
Triglav Skladi
1862
Triglav Skladi
Slovenia
$1.43B -$155M -10% 2.38% – 197 27.92% 0.8
Sage Mountain Advisors
1863
Sage Mountain Advisors
Georgia
$1.43B -$457M -24% 2.3% 67% 572 53.15% 3.2
Stonebridge Capital Advisors
1864
Stonebridge Capital Advisors
Minnesota
$1.43B -$15M -1% 0.88% 80.1% 225 12.44% 7.2
Asset Dedication LLC
1865
Asset Dedication LLC
California
$1.43B -$95.3M -6% 1.21% 71.9% 1,200 13.33% 3.6
Alaska Permanent Capital Management
1866
Alaska Permanent Capital Management
Alaska
$1.43B +$107M +8% 0.62% 42.8% 44 18.18% 4.3
Kontiki Capital Management (HK)
1867
Kontiki Capital Management (HK)
Hong Kong
$1.43B -$294M -17% 13.8% 90.6% 8 12.5% 2.5
Park Presidio Capital
1868
Park Presidio Capital
California
$1.43B +$197M +16% 1.24% 94.1% 15 13.33% 5
Insight Holdings Group
1869
Insight Holdings Group
New York
$1.42B +$87.4M +7% 17% 111% 39 51.28% 1.3
Waterloo Capital
1870
Waterloo Capital
Texas
$1.42B +$35.6M +3% 1.05% 79.8% 535 24.86% 1.9
Nextech Invest
1871
Nextech Invest
Switzerland
$1.42B +$387M +37% 43.8% 982% 18 16.67% 2.3
Kanawha Capital Management
1872
Kanawha Capital Management
Virginia
$1.42B -$32.5M -2% 1.04% 74.5% 229 6.99% 8
Broadwood Capital
1873
Broadwood Capital
New York
$1.42B -$283M -17% 13.3% 110% 12 50% 11.2
Philadelphia Trust Company
1874
Philadelphia Trust Company
Pennsylvania
$1.42B -$33.6M -2% 1.82% 162% 275 9.82% 5.3
Coastal Bridge Advisors
1875
Coastal Bridge Advisors
Connecticut
$1.41B +$73.1M +5% 0.12% 88.1% 483 12.42% 2.4