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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)
IBM Retirement Fund
1926
IBM Retirement Fund
New York
$590M +$45.6M +8% 7.05% 54.4% 388 11.08% 3.6
CC
1927
Cornerstone Capital
California
$589M +$17.6M +3% 5.17% 91.2% 91 15.38% 2.9
Tensile Capital Management
1928
Tensile Capital Management
California
$589M +$63.5M +12% 2.1% 47.7% 21 14.29% 1.7
SC
1929
Stralem & Co
New York
$589M -$106M -15% 2.85% 25.5% 47 4.26% 3.5
Investure LLC
1930
Investure LLC
Virginia
$589M +$104M +21% 4.72% 55.4% 13 15.38% 1.9
Capula Management
1931
Capula Management
Cayman Islands
$589M +$108M +22% 5.16% 90.7% 6 33.33% 0.7
Randolph Company
1932
Randolph Company
Ohio
$588M +$48.1M +9% 8.11% 127% 43 20.93% 1.3
Corient Capital Partners
1933
Corient Capital Partners
California
$588M +$58.9M +11% 6.56% 39.2% 292 12.33% 1
Novare Capital Management
1934
Novare Capital Management
North Carolina
$587M +$19.2M +3% 5.67% 76.5% 163 12.88% 2.1
VOAM
1935
Vertex One Asset Management
British Columbia, Canada
$587M -$26.1M -4% 10.2% 107% 145 37.93% 1.1
YHB Investment Advisors
1936
YHB Investment Advisors
Connecticut
$587M +$27.7M +5% 6.66% 96.2% 189 7.94% 3.2
Summit Equities
1937
Summit Equities
New Jersey
$587M +$43.4M +8% 5.25% 40.7% 37 8.11% 1.9
First Merchants Corp
1938
First Merchants Corp
Indiana
$587M +$7.73M +1% 6.48% 55.6% 220 6.36% 2.4
Great Point Partners
1939
Great Point Partners
Connecticut
$586M +$72M +14% 23.1% 710% 53 56.6% 0.7
Halsey Associates
1940
Halsey Associates
Connecticut
$585M +$78M +15% 6.19% 63.8% 107 16.82% 3.2
Pier Capital
1941
Pier Capital
Connecticut
$585M +$8.52M +1% 11.9% 223% 133 36.09% 0.7
MG
1942
Mitchell Group
Texas
$585M -$48.3M -8% 6.18% 0.96% 29 6.9% 2.8
Mission Wealth Management
1943
Mission Wealth Management
California
$584M +$38.9M +7% 3.72% 92.1% 243 18.52% 1.4
Osborn Williams & Donohoe
1944
Osborn Williams & Donohoe
Ohio
$584M +$29.2M +5% 6.62% 23.7% 231 4.76% 3.4
WDA
1945
Wendell David Associates
New Hampshire
$584M +$17.8M +3% 6.95% 46% 158 2.53% 3.5
Zions Bancorporation
1946
Zions Bancorporation
Utah
$583M -$112M -16% 4.61% 22.9% 1,092 47.8% 1.4
QVR
1947
QVR
California
$582M – – 6.28% – 57 – 0
BTC Capital Management
1948
BTC Capital Management
Iowa
$581M +$22M +4% 6.34% – 185 18.38% 2
Exane Derivatives
1949
Exane Derivatives
France
$581M +$45.7M +9% 6.01% 42.7% 652 20.09% 1.4
ALS
1950
Andrew L. Share
$580M -$282M -33% 12.7% 14.8% 2 100% 0