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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)
Pier Capital
1926
Pier Capital
Connecticut
$585M +$20K +0% 7.34% 223% 135 37.04% 0.7
PAM
1927
Private Asset Management
California
$585M -$43.8M -7% 0.66% 38.2% 144 12.5% 3.7
Three Peaks Capital Management
1928
Three Peaks Capital Management
Colorado
$584M -$87.5M -13% 3.02% 84.5% 138 60.14% 1
Knighthead Capital Management
1929
Knighthead Capital Management
New York
$584M -$118M -17% 4.37% 74.1% 14 42.86% 1.5
Nottingham Advisors
1930
Nottingham Advisors
New York
$584M -$150M -20% 0.83% 44.3% 110 26.36% 2.8
Rheos Capital Works
1931
Rheos Capital Works
Japan
$583M +$452M +344% 12.2% 220% 8 75% 0.1
North Point Portfolio Managers
1932
North Point Portfolio Managers
Ohio
$583M -$7.97M -1% 0.38% 72.8% 90 14.44% 3.4
Chicago Partners Investment Group
1933
Chicago Partners Investment Group
Illinois
$583M -$28.3M -5% 4.05% 75.8% 967 13.24% 1.2
McGowan Group Asset Management
1934
McGowan Group Asset Management
Texas
$583M -$37.9M -6% 6.25% 69.8% 104 9.62% 1.9
Twin Securities
1935
Twin Securities
New York
$583M -$97.1M -14% 5.09% 506% 22 50% 0.5
TRUE Private Wealth Advisors
1936
TRUE Private Wealth Advisors
Oregon
$582M +$5.41M +0.9% 0.22% 89.2% 236 11.44% 1.2
LM
1937
Lasry Marc
$582M +$61.1M +12% 0.87% 14.8% 13 15.38% 1.2
Sofinnova Investments
1938
Sofinnova Investments
California
$582M – – 35.6% 450% 54 – 0
AAM
1939
AO Asset Management
New York
$582M +$198M +52% 14.1% 127% 41 48.78% 0.6
Hengistbury Investment Partners
1940
Hengistbury Investment Partners
United Kingdom
$580M +$135M +30% 3.22% 108% 5 40% 1.5
Evensky & Katz
1941
Evensky & Katz
Florida
$580M -$28.8M -5% 1.6% 57.1% 64 21.88% 3.2
J.V. Bruni & Co
1942
J.V. Bruni & Co
Colorado
$580M -$12.7M -2% 4.94% 97.9% 25 0% 3
PFMOSF
1943
Philadelphia Financial Management of San Francisco
California
$579M -$98.4M -15% 0.37% 209% 56 57.14% 0.7
AdvicePeriod
1944
AdvicePeriod
California
$578M +$52.5M +10% 1.25% 31.5% 70 5.71% 0.2
Vicus Capital
1945
Vicus Capital
Pennsylvania
$578M +$4.84M +0.8% 1.25% 59.6% 246 13.82% 2.4
Osborn Williams & Donohoe
1946
Osborn Williams & Donohoe
Ohio
$578M -$5.65M -1% 1.36% 23.7% 240 9.17% 3.4
GenTrust
1947
GenTrust
Florida
$578M +$19.4M +3% 1.2% 53% 88 6.82% 1.1
LBMC Investment Advisors
1948
LBMC Investment Advisors
Tennessee
$578M -$35.5M -6% 1.49% 52.8% 90 8.89% 3
Fulton Breakefield Broenniman
1949
Fulton Breakefield Broenniman
Maryland
$577M -$19.5M -3% 0.46% 68% 112 11.61% 3.2
Summit Equities
1950
Summit Equities
New Jersey
$575M -$11.4M -2% 1.42% 40.7% 42 23.81% 1.9