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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)
Garde Capital
1926
Garde Capital
Washington
$821M +$157M +24% 13.9% 67.6% 261 38.31% 1.9
C
1927
Chescapmanager
Maryland
$820M +$202M +33% 34.1% 202% 75 48% 0.8
Alpine Woods Capital Investors
1928
Alpine Woods Capital Investors
New York
$820M +$158M +24% 16.5% 118% 253 19.37% 3.3
TFP
1929
Triple Frond Partners
California
$820M -$359M -30% 10.8% 92.9% 11 27.27% 2.9
SCM
1930
Somerset Capital Management
United Kingdom
$820M +$78.1M +11% 18.2% 7.5% 20 25% 3
Osborne Partners Capital Management
1931
Osborne Partners Capital Management
California
$818M +$321M +65% 14.5% 70.7% 189 21.16% 4.3
WDA
1932
Wendell David Associates
New Hampshire
$818M +$67.6M +9% 10.7% 58.7% 156 10.26% 5.4
Dubuque Bank & Trust
1933
Dubuque Bank & Trust
Iowa
$816M +$135M +20% 13.4% 24% 262 24.81% 3.1
Global Alpha Capital Management
1934
Global Alpha Capital Management
Quebec, Canada
$816M +$164M +25% 40.3% 81% 37 8.11% 3.3
Zazove Associates
1935
Zazove Associates
Nevada
$815M +$45.7M +6% 5.89% 11% 118 11.86% 1.4
Executive Wealth Management
1936
Executive Wealth Management
Michigan
$814M +$90.8M +13% 9.29% 18.4% 183 20.77% 1.2
ARS Investment Partners
1937
ARS Investment Partners
New York
$812M +$176M +28% 22.2% 266% 126 15.87% 1.8
Vicus Capital
1938
Vicus Capital
Pennsylvania
$811M +$106M +15% 13% 67% 241 15.77% 3.2
Discovery Capital Management
1939
Discovery Capital Management
Connecticut
$811M +$159M +24% 39.4% 871% 85 64.71% 0.3
Avior Wealth Management
1940
Avior Wealth Management
Nebraska
$811M +$109M +16% 14.7% 71.4% 1,135 18.41% 2.5
Cardan Capital Partners
1941
Cardan Capital Partners
Colorado
$810M +$57.8M +8% 10.4% 64% 254 18.11% 1.7
Evensky & Katz
1942
Evensky & Katz
Florida
$808M +$70.6M +10% 15.5% 61.1% 83 12.05% 3.7
Flagship Harbor Advisors
1943
Flagship Harbor Advisors
Massachusetts
$806M +$65.9M +9% 13.6% 75.7% 2,041 72.56% 2.8
Connors Investor Services
1944
Connors Investor Services
Pennsylvania
$806M +$91.7M +13% 18.8% 125% 154 14.29% 3.8
Essex Investment Management
1945
Essex Investment Management
Massachusetts
$806M +$107M +15% 34.6% 370% 531 19.21% 2
Prospector Partners
1946
Prospector Partners
Connecticut
$804M +$139M +21% 20.1% 53.6% 119 13.45% 3.6
Nicola Wealth Management
1947
Nicola Wealth Management
British Columbia, Canada
$804M +$102M +15% 16.8% 64.8% 118 16.95% 1.6
White Mountains Insurance Group
1948
White Mountains Insurance Group
New Hampshire
$802M – – 22.6% 107% 1 – 0
Parsifal Capital Management
1949
Parsifal Capital Management
Connecticut
$802M +$242M +43% 31.5% 154% 19 42.11% 0.4
2Xideas
1950
2Xideas
Switzerland
$802M – – 17.7% 68.3% 66 – 0