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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)
Newfoundland Capital Management
1926
Newfoundland Capital Management
Brazil
$601M +$339M +130% 3.9% 49.5% 61 57.38% 0.6
NAM
1927
North American Management
Massachusetts
$600M +$60.2M +11% 13.1% 61.7% 126 8.73% 3.8
IHT Wealth Management
1928
IHT Wealth Management
Illinois
$600M +$80.7M +16% 11.9% 74.8% 554 21.3% 1.4
Athanor Capital
1929
Athanor Capital
New York
$599M +$301M +101% 18.5% 171% 93 72.04% 0.3
Barton Investment Management
1930
Barton Investment Management
Pennsylvania
$599M +$98.5M +20% 25.3% 124% 41 2.44% 4.9
Old Mission Capital
1931
Old Mission Capital
Illinois
$598M -$381M -39% 9.9% 55.3% 391 75.7% 0.4
Windham Capital Management
1932
Windham Capital Management
Massachusetts
$597M +$154M +35% 9.2% 8.3% 67 61.19% 1
Gratus Capital
1933
Gratus Capital
Georgia
$597M +$109M +22% 13.6% 51.4% 183 9.29% 2.4
CCM Investment Advisers
1934
CCM Investment Advisers
South Carolina
$596M +$93.6M +19% 12.5% 170% 89 17.98% 3.1
Darrell & King
1935
Darrell & King
Virginia
$595M +$48.8M +9% 12.8% – 53 13.21% 2
RWC Asset Advisors
1936
RWC Asset Advisors
Florida
$595M +$224M +60% 29.6% 267% 18 27.78% 2
PFMOSF
1937
Philadelphia Financial Management of San Francisco
California
$594M +$58.9M +11% 10.7% 209% 61 63.93% 0.5
JC
1938
Joho Capital
New York
$593M +$147M +33% 39.8% 80.2% 10 30% 1.6
Integrated Wealth Concepts
1939
Integrated Wealth Concepts
Massachusetts
$591M +$223M +60% 10% 69.4% 341 25.22% 0.7
Intrinsic Edge Capital Management
1940
Intrinsic Edge Capital Management
Illinois
$591M -$4.2M -0.7% 25.9% 283% 172 66.28% 0.3
Tran Capital Management
1941
Tran Capital Management
California
$590M +$14.6M +3% 22.6% 173% 45 28.89% 2
CPP
1942
Crow Point Partners
Massachusetts
$590M +$52.3M +10% 12.3% 56.9% 132 19.7% 1.6
Adams Natural Resources Fund
1943
Adams Natural Resources Fund
Maryland
$590M +$69.9M +13% 14.6% 50.6% 59 5.08% 2.5
Nicolet Advisory Services
1944
Nicolet Advisory Services
Wisconsin
$589M – – 9.38% 62.7% 151 – 0
O'Shares Investment Advisers
1945
O'Shares Investment Advisers
Massachusetts
$589M +$66.3M +13% 14.2% 71.8% 348 8.91% 0.2
IR
1946
IAT Reinsurance
New York
$589M +$62.5M +12% 18.6% 60.2% 147 23.13% 2.1
SAM
1947
Skyline Asset Management
Illinois
$588M -$190M -24% 14.3% 26.1% 65 13.85% 3
Wellington Shields Capital Management
1948
Wellington Shields Capital Management
New York
$588M +$58.6M +11% 14.5% 137% 297 11.78% 3.6
Guinness Asset Management
1949
Guinness Asset Management
United Kingdom
$588M +$98.2M +20% 16% 73.9% 112 12.5% 3.2
Financial Architects (New Jersey)
1950
Financial Architects (New Jersey)
New Jersey
$588M +$65.7M +13% 10.5% 31.3% 1,605 25.05% 2.1