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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)
Ranger Investment Management
1926
Ranger Investment Management
Texas
$1.58B +$199M +14% 32.8% 111% 90 20% 2.7
Kapitalo Investimentos
1927
Kapitalo Investimentos
Brazil
$1.58B +$1.05B +197% 10.5% 66.5% 79 51.9% 0.7
ION Fund Management
1928
ION Fund Management
$1.58B +$870M +123% 20.9% – 71 33.8% 0.4
Penn Capital Management
1929
Penn Capital Management
Pennsylvania
$1.58B +$286M +22% 39.2% 181% 227 42.73% 1.4
AlphaStar Capital Management
1930
AlphaStar Capital Management
North Carolina
$1.57B +$216M +16% 12.9% 69.5% 294 24.49% 2.1
Beaumont Financial Advisors
1931
Beaumont Financial Advisors
Massachusetts
$1.57B +$116M +8% 14.7% 93.3% 403 13.4% 4.7
IQ EQ Fund Management
1932
IQ EQ Fund Management
Ireland
$1.57B +$251M +19% 27.8% 109% 313 15.02% 3.5
Avity Investment Management
1933
Avity Investment Management
Connecticut
$1.57B +$194M +14% 23.5% 119% 124 12.9% 5.6
Stonebridge Capital Advisors
1934
Stonebridge Capital Advisors
Minnesota
$1.56B +$135M +9% 16.3% 80.1% 226 11.5% 7.1
Everhart Financial Group
1935
Everhart Financial Group
Ohio
$1.56B +$389M +33% 21% 123% 517 17.21% 2.2
Dorsey Asset Management
1936
Dorsey Asset Management
Illinois
$1.56B +$306M +24% 17.1% 122% 11 0% 1.6
YHB Investment Advisors
1937
YHB Investment Advisors
Connecticut
$1.56B +$166M +12% 16.1% 96.2% 326 12.27% 5.8
Main Street Financial Solutions
1938
Main Street Financial Solutions
Pennsylvania
$1.56B +$187M +14% 10.6% 75.4% 676 21.75% 2.7
P/E Global LLC
1939
P/E Global LLC
Massachusetts
$1.56B +$290M +23% 13.7% 49% 8 12.5% 1.4
Heitman Real Estate Securities
1940
Heitman Real Estate Securities
Illinois
$1.56B +$167M +12% 12.8% 48.3% 63 19.05% 4.1
HoldCo Asset Management
1941
HoldCo Asset Management
Florida
$1.56B +$214M +16% 15.7% – 30 6.67% 2.6
Philadelphia Trust Company
1942
Philadelphia Trust Company
Pennsylvania
$1.56B +$141M +10% 19.1% 162% 280 9.29% 5.3
Hardy Reed
1943
Hardy Reed
Mississippi
$1.56B +$187M +14% 13.7% 69.7% 271 17.34% 2.7
Fullerton Fund Management
1944
Fullerton Fund Management
Singapore
$1.56B +$308M +25% 34.6% 412% 164 51.22% 0.9
Shay Capital
1945
Shay Capital
New York
$1.56B +$358M +30% 23.6% 166% 683 60.47% 0.6
Clear Creek Financial Management
1946
Clear Creek Financial Management
Washington
$1.56B +$250M +19% 20.3% 86.1% 690 18.7% 2.1
Crédit Industriel et Commercial
1947
Crédit Industriel et Commercial
France
$1.55B +$271M +21% 12.4% – 414 34.3% 0.7
PAMJ
1948
Parvus Asset Management Jersey
Jersey
$1.55B +$368M +31% 0.22% – 1 0% 1
CPA
1949
Capital Performance Advisors
California
$1.55B +$55M +4% 12.5% 71% 497 42.86% 1.4
Dark Forest Capital Management
1950
Dark Forest Capital Management
Puerto Rico
$1.55B +$423M +38% 13.4% 63% 1,090 58.44% 0.5