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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)
HoyleCohen
1926
HoyleCohen
California
$680M +$81.7M +14% 11.9% 46.1% 208 13.94% 2
W.R. Berkley Corp
1927
W.R. Berkley Corp
Connecticut
$680M -$75M -10% 3.47% 38.7% 183 67.76% 0.4
Horan Capital Management
1928
Horan Capital Management
Maryland
$679M +$34.5M +5% 9.86% 69.2% 41 19.51% 2.6
Endurance Wealth Management
1929
Endurance Wealth Management
Rhode Island
$679M +$69.7M +11% 10.7% 59% 674 10.98% 3.6
Crestline Management
1930
Crestline Management
Texas
$678M +$133M +24% 34.6% 80.2% 222 86.94% 0.1
RCM
1931
Ratan Capital Management
Florida
$678M +$379M +127% 15% 616% 114 71.05% 0.3
Bedrijfstakpensioenfonds Voor De Media PNO
1932
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$678M +$38.8M +6% 14.4% 146% 38 13.16% 4.6
ALAM
1933
Asahi Life Asset Management
Japan
$678M +$69.9M +12% 9.76% 133% 295 44.41% 0.7
E-L Financial Corp
1934
E-L Financial Corp
Ontario, Canada
$677M +$24.2M +4% 8.55% 78.5% 1 0% 3.8
AL
1935
Arnhold LLC
New York
$677M +$48.3M +8% 8.65% 164% 141 7.8% 1.9
Indus Capital Partners
1936
Indus Capital Partners
New York
$676M +$65.7M +11% 15.1% 117% 50 38% 1.1
Washington Trust Bank
1937
Washington Trust Bank
Washington
$676M +$47.2M +8% 12% 89.9% 188 12.77% 4.9
CWM
1938
Cornerstone Wealth Management
Missouri
$675M +$56.3M +9% 7.77% 77.5% 413 14.53% 2.4
Knighthead Capital Management
1939
Knighthead Capital Management
New York
$674M +$131M +24% 3.69% 74.1% 17 29.41% 1.2
Modera Wealth Management
1940
Modera Wealth Management
New Jersey
$674M +$47.7M +8% 7.59% 75.5% 164 9.76% 3.7
Summit Creek Advisors
1941
Summit Creek Advisors
Minnesota
$674M -$5.07M -0.7% 7.75% 84.6% 74 8.11% 2.5
Dorsey Asset Management
1942
Dorsey Asset Management
Illinois
$673M +$54.2M +9% 10.9% 122% 11 9.09% 1.5
Ion Asset Management
1943
Ion Asset Management
Israel
$671M +$73.6M +12% 9.39% 125% 35 45.71% 0.8
Adell Harriman & Carpenter
1944
Adell Harriman & Carpenter
Texas
$670M +$85.8M +15% 10.1% 191% 149 18.12% 4.2
SM
1945
Sabby Management
Florida
$670M +$172M +34% 12.5% 95.5% 164 58.54% 0.3
TCIM
1946
TOMS Capital Investment Management
New York
$669M +$361M +117% 5.87% 203% 21 85.71% 0
KPF
1947
K2 Principal Fund
Ontario, Canada
$669M +$39.7M +6% 6.61% 76.5% 361 62.88% 0.3
Merriman Wealth Management
1948
Merriman Wealth Management
Washington
$669M +$39.4M +6% 8.05% 18.3% 176 18.75% 1.7
Folger Nolan Fleming Douglas Capital Management
1949
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$668M +$52.8M +9% 8.55% 77.5% 144 2.78% 6
Jackson Wealth Management
1950
Jackson Wealth Management
Florida
$667M +$105M +19% 16.5% 72.1% 146 31.51% 1.4