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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)
Capital Investment Advisory Services
1901
Capital Investment Advisory Services
North Carolina
$1.41B +$154M +12% 2.16% 75.7% 1,214 14.99% 3.5
Cidel Asset Management
1902
Cidel Asset Management
Ontario, Canada
$1.41B -$328M -19% 2.9% 83.9% 380 10% 2.9
Private Wealth Partners
1903
Private Wealth Partners
California
$1.41B +$8.58M +0.6% 5.8% 132% 184 15.22% 4.4
CPA
1904
Capital Performance Advisors
California
$1.41B +$803M +132% 2.63% 71% 492 38.62% 0.8
Baring Fintech Manager Holding
1905
Baring Fintech Manager Holding
Guernsey
$1.41B -$64.1M -4% 4.35% – 1 0% 1
TwinBeech Capital
1906
TwinBeech Capital
New York
$1.41B -$1.12B -44% 2.18% 5.7% 893 77.16% 0.2
KMG Fiduciary Partners
1907
KMG Fiduciary Partners
Ohio
$1.41B -$83.5M -6% 4.38% 114% 306 17.32% 3.8
Atalan Capital Partners
1908
Atalan Capital Partners
New York
$1.41B -$27.1M -2% 5.69% 319% 11 9.09% 1.9
ProVise Management Group
1909
ProVise Management Group
Florida
$1.4B +$48.2M +4% 3.05% 66.8% 266 7.14% 7.2
Sandhill Capital Partners
1910
Sandhill Capital Partners
New York
$1.4B -$28.8M -2% 1.47% 64.9% 110 8.18% 4.7
Hardy Reed
1911
Hardy Reed
Mississippi
$1.4B +$44.2M +3% 2.53% 69.7% 250 8.4% 2.5
PGP
1912
Prescott General Partners
Florida
$1.4B -$31.4M -2% 1.24% 76.8% 10 0% 5.3
Lightspeed Management Company
1913
Lightspeed Management Company
California
$1.4B +$1.07B +334% 3.35% – 8 37.5% 0.5
M Holdings Securities
1914
M Holdings Securities
Oregon
$1.4B +$923M +195% 3.22% 83.9% 304 74.01% 0.3
Applied Finance Capital Management
1915
Applied Finance Capital Management
Puerto Rico
$1.4B -$11.1M -0.8% 3.14% 90.4% 313 38.66% 1.5
Lee, Danner & Bass
1916
Lee, Danner & Bass
Tennessee
$1.4B +$20.9M +2% 4.43% – 236 2.12% 7.5
Insigneo Advisory Services
1917
Insigneo Advisory Services
Florida
$1.39B -$30.2M -2% 3.89% 119% 853 22.98% 1.5
Tradition Wealth Management
1918
Tradition Wealth Management
Minnesota
$1.39B +$41.1M +3% 2.07% 69.6% 523 11.85% 2.9
FountainVest China Capital Partners GP3
1919
FountainVest China Capital Partners GP3
Cayman Islands
$1.39B +$31.2M +2% 4.09% 121% 2 0% 3.9
Main Management
1920
Main Management
California
$1.39B +$24.6M +2% 1.55% 64.1% 110 10% 5
Waterloo Capital
1921
Waterloo Capital
Texas
$1.39B +$43.8M +3% 2.36% 79.8% 501 18.16% 1.8
P/E Global LLC
1922
P/E Global LLC
Massachusetts
$1.39B +$888M +177% 2.08% 49% 5 20% 1.7
Quent Capital
1923
Quent Capital
New York
$1.39B +$192M +16% 2.63% 78.1% 1,623 15.4% 0.9
Mill Capital Management
1924
Mill Capital Management
North Carolina
$1.39B +$36.3M +3% 6.28% 119% 131 8.4% 3.2
Knighthead Capital Management
1925
Knighthead Capital Management
New York
$1.39B -$1.17B -46% 29% 74.1% 8 37.5% 1.5