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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
CRCM
1901
Cat Rock Capital Management
Connecticut
$962M -$73.6M -7% 23.6% 61.3% 10 10%
TA
1902
TruWealth Advisors
Louisiana
$962M -$25.8M -3% 1.93% 56.3% 137 20.44%
PFC
1903
Poplar Forest Capital
California
$961M +$9.31M +1% 4.88% 30% 56 10.71%
BHB
1904
Bank Hapoalim BM
Israel
$961M -$35.4M -4% 5.64% 58.6% 258 30.23%
KCM
1905
Kingdon Capital Management
New York
$959M +$89.9M +10% 2.29% 185% 107 51.4%
MIA
1906
MMBG Investment Advisors
Florida
$959M -$81.2M -8% 8.77% 101% 166 10.84%
FM
1907
Forward Management
California
$959M -$78.9M -8% 1.37% 36.9% 40 45%
HMH
1908
Hackensack Meridian Health
New Jersey
$958M -$72.5M -7% 2.68% 44.2% 9 22.22%
GIM
1909
Grassi Investment Management
California
$957M -$44.3M -4% 2.37% 170% 149 10.74%
KTA
1910
Keeley-Teton Advisors
Illinois
$956M +$11.7M +1% 0.81% 28.6% 403 21.59%
SAM
1911
Sawgrass Asset Management
Florida
$955M -$89.2M -9% 3.8% 70.3% 325 100%
JIR
1912
James Investment Research
Ohio
$953M -$139M -13% 3.52% 107% 562 20.64%
NIM
1913
Nexus Investment Management
Ontario, Canada
$952M -$31.6M -3% 0.99% 77.5% 66 1.52%
PWP
1914
Principle Wealth Partners
Connecticut
$951M -$1.45M -0.2% 2.77% 65.9% 335 10.75%
AWCI
1915
Alpine Woods Capital Investors
New York
$950M -$62.7M -6% 3.83% 91.1% 228 14.91%
BSB
1916
Bangor Savings Bank
Maine
$950M -$99.7M -9% 4.47% 49.6% 204 14.22%
EIA
1917
Edgemoor Investment Advisors
Maryland
$948M -$26.1M -3% 2.52% 88.5% 158 11.39%
HHAA
1918
Henry H. Armstrong Associates
Pennsylvania
$948M -$5.41M -0.6% 1.89% 49.3% 62 4.84%
BIC
1919
Beach Investment Counsel
Pennsylvania
$947M +$190M +25% 4.46% 36% 179 29.61%
GIG
1920
Goodnow Investment Group
Connecticut
$946M -$237M -20% 18.1% 138% 22 13.64%
AAIM
1921
American Assets Investment Management
California
$945M +$16.6M +2% 2.49% 413% 182 6.59%
BWP
1922
Baldwin Wealth Partners
Massachusetts
$944M -$56.2M -6% 5.15% 85.9% 707 14.99%
VHAM
1923
Van Hulzen Asset Management
California
$943M +$28.5M +3% 2.79% 75.5% 331 15.11%
NC
1924
NewSquare Capital
Pennsylvania
$943M -$898K -0.1% 0.96% 76.5% 485 37.11%
SIMS
1925
SPT Invest Management Sarl
Luxembourg
$943M -$69.6M -7% 6.66% 2 0%