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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)
IFG Advisory
1901
IFG Advisory
Georgia
$991M -$35.2M -3% 2.87% 70.1% 535 15.51% 2.4
Harvard Management Company
1902
Harvard Management Company
Massachusetts
$991M -$74.7M -7% 20.9% 123% 48 12.5% 0.9
Cape Cod Five Cents Savings Bank
1903
Cape Cod Five Cents Savings Bank
Massachusetts
$991M -$53.3M -5% 4.08% – 208 12.02% 5.4
Wipfli Financial Advisors
1904
Wipfli Financial Advisors
Wisconsin
$991M +$119M +14% 4.04% – 100 58% 0.4
Greenhouse Funds
1905
Greenhouse Funds
Maryland
$990M -$79.4M -7% 2.5% 90.7% 55 41.82% 0.8
NZS Capital
1906
NZS Capital
Colorado
$989M -$151M -13% 10.4% 134% 74 20.27% 0.6
Brightworth
1907
Brightworth
Georgia
$987M -$106M -10% 4.04% 21.7% 131 14.5% 3
MIM
1908
Marco Investment Management
Georgia
$985M -$31.7M -3% 2.18% 127% 229 11.79% 5.3
Trigran Investments
1909
Trigran Investments
Illinois
$985M -$62.3M -6% 12.1% 30.2% 22 9.09% 3.3
Merewether Investment Management
1910
Merewether Investment Management
Texas
$984M +$41.6M +4% 35.8% 262% 49 48.98% 0.5
FIFTHDELTA
1911
FIFTHDELTA
United Kingdom
$980M +$231M +31% 14.4% 16.6% 15 33.33% 0.2
Greenwich Wealth Management
1912
Greenwich Wealth Management
Connecticut
$979M -$245M -20% 7.42% 198% 255 12.16% 4
Krilogy Financial
1913
Krilogy Financial
Missouri
$979M -$13.9M -1% 5.89% 79% 334 23.95% 2.8
Northcape Capital
1914
Northcape Capital
Australia
$978M -$3.64M -0.4% 3.97% – 26 7.69% 2.8
Index Venture Associates VI
1915
Index Venture Associates VI
Jersey
$977M -$307M -24% 23.9% 312% 1 0% 0.5
CapWealth Advisors
1916
CapWealth Advisors
Tennessee
$977M -$5.96M -0.6% 1.06% 152% 138 21.01% 4.1
MIG Capital
1917
MIG Capital
California
$975M -$27.6M -3% 7.84% 118% 29 27.59% 1.9
Penn Capital Management
1918
Penn Capital Management
Pennsylvania
$974M -$23.1M -2% 2.18% 181% 229 30.13% 1.9
Garde Capital
1919
Garde Capital
Washington
$974M -$48.7M -5% 4.47% 57.6% 301 14.29% 2.8
Donor Advised Charitable Giving
1920
Donor Advised Charitable Giving
California
$974M -$64M -6% 7.42% 418% 60 30% 1.7
Kovack Advisors
1921
Kovack Advisors
Florida
$974M -$61.6M -6% 3.51% 118% 861 31.01% 2.2
Roundview Capital
1922
Roundview Capital
New Jersey
$973M -$29.5M -3% 2.48% 77.7% 313 12.46% 4.1
CCPM
1923
Cooper Creek Partners Management
New York
$971M +$105M +12% 0.79% 86.4% 156 58.97% 0.7
Segment Wealth Management
1924
Segment Wealth Management
Texas
$970M +$17M +2% 0.4% 108% 271 10.33% 3.6
Main Management
1925
Main Management
California
$969M -$28.9M -3% 3.22% 64.1% 156 23.08% 3.1