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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)
Level Four Advisory Services
1926
Level Four Advisory Services
Texas
$962M -$485M -34% 0.82% 92.2% 677 38.4% 2.9
Taurus Asset Management
1927
Taurus Asset Management
New York
$961M +$3.43M +0.4% 2.29% 26.9% 97 4.12% 5.2
Adell Harriman & Carpenter
1928
Adell Harriman & Carpenter
Texas
$960M +$10.3M +1% 1.57% 176% 183 9.29% 4.1
ShawSpring Partners
1929
ShawSpring Partners
Massachusetts
$959M -$94M -9% 5.5% 3.53% 6 16.67% 1.8
Vestor Capital
1930
Vestor Capital
Illinois
$958M +$5.8M +0.6% 0.27% 188% 248 18.15% 2.4
Amica Mutual Insurance
1931
Amica Mutual Insurance
Rhode Island
$958M +$9.7M +1% 1.34% 80.4% 107 4.67% 4.3
Evensky & Katz
1932
Evensky & Katz
Florida
$957M -$23.4M -2% 0.89% 61.1% 73 5.48% 4.4
SP Asset Management
1933
SP Asset Management
California
$957M +$46.9M +5% 0.95% 92.4% 127 6.3% 2
Bank of the West
1934
Bank of the West
California
$957M -$24.7M -3% 0.15% 35.4% 230 10% 5.3
Bank Hapoalim BM
1935
Bank Hapoalim BM
Israel
$957M +$72.4M +8% 0.32% 76.6% 250 12.4% 2.5
Sirios Capital Management
1936
Sirios Capital Management
Massachusetts
$956M -$194M -17% 0.58% 177% 92 18.48% 1.5
Merit Financial Group
1937
Merit Financial Group
Georgia
$955M -$108M -10% 1.77% 67.3% 276 9.06% 1.7
Ulysses Management
1938
Ulysses Management
New York
$955M +$160M +20% 4.72% 51.8% 80 45% 1.1
Fund Evaluation Group
1939
Fund Evaluation Group
Ohio
$953M -$83.2M -8% 0.1% 51.6% 32 12.5% 2.3
HHR Asset Management
1940
HHR Asset Management
New Jersey
$952M -$157M -14% 1.91% 76.3% 34 14.71% 2.2
Kore Private Wealth
1941
Kore Private Wealth
New York
$951M +$61M +7% 2.35% 35.9% 487 20.74% 1.4
Kentucky Retirement Systems Insurance Trust Fund
1942
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$948M +$5.1M +0.5% 0.97% 115% 495 2.63% 5.6
AA
1943
Ancient Art
Texas
$947M -$122M -11% 5.43% 168% 25 24% 1.4
York Capital Management Global Advisors
1944
York Capital Management Global Advisors
New York
$947M +$55.7M +6% 13.1% 74.1% 68 69.12% 0.6
Icon Wealth Partners
1945
Icon Wealth Partners
Texas
$947M +$14.8M +2% 0.54% – 364 11.26% 1.7
Southernsun Asset Management
1946
Southernsun Asset Management
Tennessee
$947M +$33.2M +4% 2.35% 54.7% 34 2.94% 4.8
Summit Creek Advisors
1947
Summit Creek Advisors
Minnesota
$946M +$109M +13% 6.25% 68.8% 79 13.92% 2.6
Connors Investor Services
1948
Connors Investor Services
Pennsylvania
$946M -$14.7M -2% 0.29% 125% 169 5.33% 3.8
WM
1949
WS Management
Florida
$945M -$68.5M -7% 0.97% 309% 89 35.96% 2.6
ICM
1950
Indaba Capital Management
California
$944M +$18M +2% 2.51% 66.7% 76 52.63% 0.4