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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)
Nicola Wealth Management
1901
Nicola Wealth Management
British Columbia, Canada
$665M +$26.4M +4% 5.1% 56.1% 103 23.3% 1.2
KCM
1902
Kingdon Capital Management
New York
$664M -$183M -22% 22.5% 217% 79 53.16% 0.8
Voss Capital
1903
Voss Capital
Texas
$664M – – 15.7% 78.4% 106 – 0
Cassaday & Co
1904
Cassaday & Co
Virginia
$662M +$119M +22% 2.93% 62.7% 38 7.89% 3.2
Western Wealth Management
1905
Western Wealth Management
Colorado
$660M +$179M +37% 6.55% 82.6% 432 17.82% 0.8
Vestor Capital
1906
Vestor Capital
Illinois
$660M +$68.2M +12% 10% 188% 173 27.75% 2.3
Vicus Capital
1907
Vicus Capital
Pennsylvania
$660M -$58.6M -8% 6.33% 59.6% 239 20.08% 3.3
Legacy Wealth Management (Tennessee)
1908
Legacy Wealth Management (Tennessee)
Tennessee
$659M +$48.3M +8% 7.81% 50.4% 13 7.69% 4.1
WCM
1909
Woodson Capital Management
Connecticut
$659M +$15.6M +2% 11.7% 235% 35 37.14% 1.2
Optimal Asset Management
1910
Optimal Asset Management
California
$659M – – 6.7% – 380 – 0
Jacobs & Co
1911
Jacobs & Co
California
$658M +$41.6M +7% 7.64% 105% 136 9.56% 4.7
CLCM
1912
Crawford Lake Capital Management
New Jersey
$658M +$239M +57% 42.7% 571% 131 84.73% 0.1
Gratus Capital
1913
Gratus Capital
Georgia
$658M +$44.8M +7% 7.15% 51.4% 198 15.15% 2.7
Waterfront Capital Partners
1914
Waterfront Capital Partners
New York
$658M +$10M +2% 5.11% 88.3% 65 53.85% 0.9
Maple Rock Capital Partners
1915
Maple Rock Capital Partners
Ontario, Canada
$657M -$89M -12% 18.1% 602% 24 37.5% 0.9
HAM
1916
Hillcrest Asset Management
Texas
$657M +$30.6M +5% 8.87% 97.2% 59 3.39% 1.9
MCF Advisors
1917
MCF Advisors
Kentucky
$657M +$42.3M +7% 5.76% 50.2% 497 12.68% 3.6
Tokio Marine Asset Management
1918
Tokio Marine Asset Management
Japan
$656M +$56.3M +9% 9.87% 142% 263 20.53% 3.1
Dubuque Bank & Trust
1919
Dubuque Bank & Trust
Iowa
$656M +$38.8M +6% 8.45% 24% 201 17.91% 3.6
Forward Management
1920
Forward Management
California
$656M -$1.13M -0.2% 4.24% 36.9% 58 31.03% 2.9
Caldwell Trust
1921
Caldwell Trust
Florida
$655M – – 7.22% 87% 802 – 0
CEI
1922
Clark Estates Inc
New York
$654M +$47.2M +8% 9.01% 34.5% 108 27.78% 2
Endurance Wealth Management
1923
Endurance Wealth Management
Rhode Island
$654M +$51.1M +8% 8.78% 59% 561 8.91% 3.8
GPCM
1924
Greenbrier Partners Capital Management
Texas
$653M +$45.2M +7% 11% 96.1% 15 0% 5.2
Oakmont Corp
1925
Oakmont Corp
California
$653M +$5.52M +0.9% 13.9% 70.2% 23 30.43% 2