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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)
Keel Point
1876
Keel Point
Alabama
$1.2B +$92.8M +8% 6.86% 76.4% 468 11.75% 2.6
DCM
1877
Dupont Capital Management
Delaware
$1.2B +$48.7M +4% 6.95% 100% 150 17.33% 4.1
Stephens Group Asset Management
1878
Stephens Group Asset Management
Arkansas
$1.2B +$100M +9% 6.92% 51.4% 34 20.59% 3.9
Litman Gregory Wealth Management
1879
Litman Gregory Wealth Management
California
$1.2B +$69M +6% 6% 55.5% 143 9.79% 1.3
Lombard Odier Asset Management (Switzerland)
1880
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2B +$213M +22% 7.17% 135% 240 19.58% 1.7
McDaniel Terry & Co
1881
McDaniel Terry & Co
Texas
$1.19B +$48.5M +4% 5.4% 57.9% 100 8% 5.5
NAYA Capital Management (UK)
1882
NAYA Capital Management (UK)
United Kingdom
$1.19B -$48.6M -4% 0.07% 121% 7 28.57% 1.3
Foster Dykema Cabot & Partners
1883
Foster Dykema Cabot & Partners
Massachusetts
$1.19B +$73.5M +7% 5.17% – 528 38.64% 0.4
NBC Securities
1884
NBC Securities
Alabama
$1.19B +$91.9M +8% 9.1% 93.1% 2,201 9.81% 0.9
Vantage Investment Partners
1885
Vantage Investment Partners
Missouri
$1.19B +$87.7M +8% 7.85% 77.4% 65 7.69% 4.6
CFS Investment Advisory Services
1886
CFS Investment Advisory Services
New Jersey
$1.19B -$43M -3% 6.17% 59.7% 297 15.82% 1.1
Progeny 3 Inc
1887
Progeny 3 Inc
Washington
$1.19B +$147M +14% 5.67% 96.8% 35 20% 1.7
Gladstone Capital Management
1888
Gladstone Capital Management
United Kingdom
$1.19B +$57M +5% 14.4% 304% 25 40% 1
TCI Wealth Advisors
1889
TCI Wealth Advisors
Arizona
$1.19B +$126M +12% 7% 65% 248 12.9% 6.7
Creative Financial Designs
1890
Creative Financial Designs
Indiana
$1.19B +$63.3M +6% 5.52% 56.2% 1,750 10.17% 3
Platinum Equity Advisors
1891
Platinum Equity Advisors
California
$1.18B -$207M -15% 14.5% 7.18% 3 0% 3.7
TCG Crossover Management
1892
TCG Crossover Management
California
$1.18B +$221M +23% 18.8% 3,013% 38 21.05% 1
Novare Capital Management
1893
Novare Capital Management
North Carolina
$1.18B +$68.1M +6% 6.89% 76.5% 195 6.15% 4.5
Ensemble Capital Management
1894
Ensemble Capital Management
California
$1.18B -$105M -8% 13.5% 36.2% 24 8.33% 6.1
E-L Financial Corp
1895
E-L Financial Corp
Ontario, Canada
$1.18B +$47.6M +4% 5.51% 68.6% 1 0% 7.8
Strategic Value Partners
1896
Strategic Value Partners
Connecticut
$1.18B +$1.08B +1,115% 6.95% – 3 33.33% 1.2
True Link Financial Advisors
1897
True Link Financial Advisors
California
$1.18B +$100M +9% 4.6% 27.3% 72 19.44% 1.6
Prosperity Capital Advisors
1898
Prosperity Capital Advisors
Ohio
$1.18B +$271M +30% 5.48% 72.2% 359 20.33% 1.1
Board of Trustees of The Leland Stanford Junior University
1899
Board of Trustees of The Leland Stanford Junior University
California
$1.17B -$298M -20% 5.96% 142% 28 10.71% 2.8
Sage Mountain Advisors
1900
Sage Mountain Advisors
Georgia
$1.17B +$91.6M +8% 5.06% 62.5% 502 19.52% 1.6