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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)
Perpetual Investment Management
1876
Perpetual Investment Management
Australia
$838M +$154M +23% 16.7% – 225 13.33% 1.5
Larson Financial Group
1877
Larson Financial Group
Missouri
$835M +$132M +19% 8.95% 81.2% 1,550 12.19% 1.8
Howard Capital Management Group
1878
Howard Capital Management Group
California
$834M +$42.9M +5% 7.33% 114% 102 8.82% 1.5
Folger Nolan Fleming Douglas Capital Management
1879
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$833M +$98.8M +13% 9.73% 77.5% 170 14.12% 6.6
Mizuho Markets Cayman
1880
Mizuho Markets Cayman
Cayman Islands
$833M -$229M -22% 2.56% 219% 101 21.78% 1.6
Next Century Growth Investors
1881
Next Century Growth Investors
Minnesota
$833M +$13M +2% 9.98% 447% 127 40.16% 2.6
Garde Capital
1882
Garde Capital
Washington
$833M +$59.3M +8% 7.5% 57.6% 262 12.6% 3.5
ACG
1883
Aventail Capital Group
New York
$832M -$475M -36% 13.2% 154% 69 57.97% 0.4
BTC Capital Management
1884
BTC Capital Management
Iowa
$832M +$66.4M +9% 10.8% – 258 11.63% 3.2
Beese Fulmer Investment Management
1885
Beese Fulmer Investment Management
Ohio
$831M +$86.7M +12% 11.7% 124% 224 8.93% 5.5
Adero Partners
1886
Adero Partners
California
$830M +$39M +5% 8.35% 27.7% 170 14.71% 1.6
Broad Run Investment Management
1887
Broad Run Investment Management
Virginia
$830M -$82.6M -9% 6.96% 202% 29 27.59% 4.5
Atlas Venture Life Science Advisors
1888
Atlas Venture Life Science Advisors
Massachusetts
$830M -$75.9M -8% 7.32% 484% 17 0% 0.9
Poplar Forest Capital
1889
Poplar Forest Capital
California
$830M +$45.2M +6% 15.2% 30% 64 25% 3.6
Vestor Capital
1890
Vestor Capital
Illinois
$829M +$66.7M +9% 13.5% 188% 243 14.4% 3.1
Optimus Prime Fund Management
1891
Optimus Prime Fund Management
Cayman Islands
$827M +$20.9M +3% 10.5% 94.5% 57 26.32% 1.4
Redwood Capital Management
1892
Redwood Capital Management
New York
$827M +$156M +23% 14.1% 313% 42 11.9% 3
TA
1893
Trivest Advisors
Hong Kong
$824M +$534M +184% 14.6% 2,977% 27 62.96% 0.5
Wellington Shields Capital Management
1894
Wellington Shields Capital Management
New York
$824M +$403M +96% 12.3% 137% 326 11.35% 3.9
Quest Investment Management
1895
Quest Investment Management
Oregon
$822M +$11.7M +1% 8.26% 105% 99 18.18% 4.8
CM
1896
Conifer Management
New York
$822M +$119M +17% 10.1% 22.7% 12 25% 1.9
Texas Capital Bank Wealth Management Services
1897
Texas Capital Bank Wealth Management Services
Texas
$821M +$45.2M +6% 10.1% 81.9% 180 22.78% 1.8
Sage Financial Group
1898
Sage Financial Group
Pennsylvania
$821M +$90.6M +12% 7.17% 67% 99 16.16% 2.9
Rock Creek Group
1899
Rock Creek Group
District of Columbia
$820M +$58.2M +8% 9.78% 37.2% 186 19.89% 1.9
III Capital Management
1900
III Capital Management
Florida
$820M -$223M -21% 0.27% 28.7% 153 24.18% 0.7