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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)
Delta Global Management
1901
Delta Global Management
New York
$1.36B -$133M -9% 5.71% – 248 58.87% 0.3
Washington Trust Bank
1902
Washington Trust Bank
Washington
$1.36B +$177M +15% 7.37% 80.5% 210 10.95% 6.3
Ulysses Management
1903
Ulysses Management
New York
$1.36B +$371M +37% 2.51% 51.8% 67 43.28% 2.1
American Assets Investment Management
1904
American Assets Investment Management
California
$1.36B +$117M +9% 16.1% 507% 145 3.45% 7.3
Clean Energy Transition
1905
Clean Energy Transition
United Kingdom
$1.36B +$113M +9% 14% 129% 21 47.62% 1.2
Baskin Financial Services
1906
Baskin Financial Services
Ontario, Canada
$1.36B +$38M +3% 4.07% 69.1% 52 0% 5.9
Styrax Capital
1907
Styrax Capital
New York
$1.36B -$45M -3% 2.42% 310% 12 41.67% 1.7
Alaska Permanent Capital Management
1908
Alaska Permanent Capital Management
Alaska
$1.36B +$69M +5% 5.11% 42.8% 45 20% 3.9
FountainVest China Capital Partners GP3
1909
FountainVest China Capital Partners GP3
Cayman Islands
$1.36B -$239M -15% 13.3% 121% 2 0% 3.6
Hardy Reed
1910
Hardy Reed
Mississippi
$1.36B +$110M +9% 7.75% 69.7% 261 13.41% 2.3
Forest Avenue Capital Management
1911
Forest Avenue Capital Management
Florida
$1.36B +$75.2M +6% 9.86% 415% 27 55.56% 0.6
Avenir Tech
1912
Avenir Tech
Hong Kong
$1.36B +$43.9M +3% 6.78% – 46 52.17% 0.5
ProVise Management Group
1913
ProVise Management Group
Florida
$1.36B +$90.6M +7% 7.16% 66.8% 268 7.84% 7.1
City of London Investment Management
1914
City of London Investment Management
United Kingdom
$1.35B +$277M +26% 12.9% 102% 98 32.65% 3
Mangrove Partners
1915
Mangrove Partners
Connecticut
$1.35B +$422M +45% 13.4% 185% 264 74.62% 0.4
Tradition Wealth Management
1916
Tradition Wealth Management
Minnesota
$1.35B +$100M +8% 8.86% 69.6% 512 15.04% 2.8
Journey Advisory Group
1917
Journey Advisory Group
Kentucky
$1.35B +$64.3M +5% 7.57% 66.2% 289 11.76% 2.7
Narwhal Capital Management
1918
Narwhal Capital Management
Georgia
$1.35B +$105M +8% 10.7% 93.8% 171 9.36% 5.8
Mill Capital Management
1919
Mill Capital Management
North Carolina
$1.35B +$73.5M +6% 7.76% 119% 123 3.25% 3.2
Warburg Pincus
1920
Warburg Pincus
New York
$1.35B +$170M +14% 32.7% 3.59% 5 20% 2.3
CFS Investment Advisory Services
1921
CFS Investment Advisory Services
New Jersey
$1.35B +$125M +10% 6.67% 59.7% 349 9.46% 1.6
Lyell Wealth Management
1922
Lyell Wealth Management
California
$1.35B +$80.2M +6% 8.68% 128% 224 8.04% 4.3
Litman Gregory Wealth Management
1923
Litman Gregory Wealth Management
California
$1.35B +$74.5M +6% 7.25% 55.5% 151 11.26% 2
Van Hulzen Asset Management
1924
Van Hulzen Asset Management
California
$1.35B +$147M +12% 8.9% 86.3% 349 10.6% 3.8
Waterloo Capital
1925
Waterloo Capital
Texas
$1.34B +$107M +9% 7.13% 79.8% 501 18.16% 1.7