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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)
Alaska Permanent Capital Management
1926
Alaska Permanent Capital Management
Alaska
$400M +$19.3M +5% 4.62% 42.8% 27 3.7% 0.5
CLA (CliftonLarsonAllen) Wealth Advisors
1927
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$399M +$30.8M +8% 5.49% 45.9% 85 22.35% 0.3
Barometer Capital Management
1928
Barometer Capital Management
Ontario, Canada
$399M – – 18.5% 339% 82 – 0
SC
1929
Selz Capital
New York
$399M +$56.2M +16% 12.8% 10.2% 60 31.67% 0.3
Parkwood LLC
1930
Parkwood LLC
Ohio
$399M – – 7.89% 120% 605 – 0
IMS
1931
Index Management Solutions
Pennsylvania
$398M +$62.1M +18% 6.13% – 716 11.87% 0.2
CC
1932
Cambrian Capital
California
$398M -$61.1M -13% 3.81% 17.3% 62 22.58% 0.4
Clear Harbor Asset Management
1933
Clear Harbor Asset Management
Connecticut
$398M +$29.6M +8% 5.81% 98.6% 241 33.2% 0.4
SCI
1934
Seneca Capital Investments
New York
$398M +$164M +70% 14% – 55 56.36% 0.2
Motley Fool Asset Management
1935
Motley Fool Asset Management
Virginia
$398M +$61.8M +18% 9.16% 117% 88 18.18% 0.4
Ecofin Advisors
1936
Ecofin Advisors
United Kingdom
$397M +$388M +4,084% 6.88% 77% 58 25.86% 0.4
Howe & Rusling
1937
Howe & Rusling
New York
$397M +$123M +45% 10.9% 82% 962 24.74% 0.4
AGCJ
1938
Alden Global Capital (Jersey)
Jersey
$397M +$122M +44% 7% – 38 73.68% 0.1
CapWealth Advisors
1939
CapWealth Advisors
Tennessee
$397M +$37.2M +10% 8.59% 152% 475 20.21% 0.5
Foster & Motley
1940
Foster & Motley
Ohio
$396M +$21.6M +6% 7.16% 68.8% 166 13.25% 0.4
Capital Investment Services of America
1941
Capital Investment Services of America
Wisconsin
$396M +$20.1M +5% 9.34% 50.7% 58 3.45% 0.5
McDaniel Terry & Co
1942
McDaniel Terry & Co
Texas
$396M +$31.2M +9% 8.35% 57.9% 51 5.88% 0.5
Steel Grove Capital Advisors
1943
Steel Grove Capital Advisors
Tennessee
$396M +$40.9M +12% 4.84% 106% 141 14.18% 0.4
First Long Island Investors
1944
First Long Island Investors
New York
$395M +$38.9M +11% 11.4% 85.5% 56 12.5% 0.4
J.M. Forbes & Co
1945
J.M. Forbes & Co
Massachusetts
$395M +$42.1M +12% 9.21% 112% 91 8.79% 0.5
Provident Investment Management
1946
Provident Investment Management
Michigan
$394M +$27.4M +7% 9.64% 90.8% 49 6.12% 0.5
Davidson & Garrard
1947
Davidson & Garrard
Virginia
$394M +$39.2M +11% 8.72% 25.2% 203 10.34% 0.4
Constellation Investments
1948
Constellation Investments
Ohio
$393M +$67.6M +21% 11.2% – 387 10.59% 0.4
RRJ Capital
1949
RRJ Capital
Cayman Islands
$393M – – 10.7% – 4 – 0
ACM
1950
Acertus Capital Management
New Jersey
$392M – – 9.85% 23.5% 4 – 0