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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)
Fernbridge Capital Management
1926
Fernbridge Capital Management
California
$969M -$33.8M -3% 6.45% 12.4% 25 44% 0.5
Inclusive Capital Partners
1927
Inclusive Capital Partners
California
$969M -$8.21M -0.8% 8.31% 14.3% 8 0% 1.2
Johns Hopkins University
1928
Johns Hopkins University
Maryland
$969M -$57.9M -6% 4.02% 30.6% 12 8.33% 0.7
Bank of the West
1929
Bank of the West
California
$967M -$88.7M -8% 4.45% 35.4% 228 8.77% 5.7
SGCIA
1930
Smith Graham & Co Investment Advisors
Texas
$963M -$43M -4% 2.1% 56.9% 142 3.52% 5.8
Connors Investor Services
1931
Connors Investor Services
Pennsylvania
$962M -$57.1M -6% 3.2% 125% 173 12.72% 4
Cat Rock Capital Management
1932
Cat Rock Capital Management
Connecticut
$962M -$73.6M -7% 23.6% 66.7% 10 10% 1.6
TruWealth Advisors
1933
TruWealth Advisors
Louisiana
$962M -$25.8M -3% 1.93% 56.3% 137 20.44% 1
Poplar Forest Capital
1934
Poplar Forest Capital
California
$961M +$9.31M +1% 4.88% 30% 56 10.71% 4.1
Bank Hapoalim BM
1935
Bank Hapoalim BM
Israel
$961M -$35.4M -4% 5.64% 76.6% 258 30.23% 2.8
KCM
1936
Kingdon Capital Management
New York
$959M +$89.9M +10% 2.29% 217% 107 51.4% 0.7
MMBG Investment Advisors
1937
MMBG Investment Advisors
Florida
$959M -$81.2M -8% 8.77% 118% 166 10.84% 0.2
Forward Management
1938
Forward Management
California
$959M -$78.9M -8% 1.37% 36.9% 40 45% 1.1
Hackensack Meridian Health
1939
Hackensack Meridian Health
New Jersey
$958M -$72.5M -7% 2.68% 53.4% 9 22.22% 0.2
Grassi Investment Management
1940
Grassi Investment Management
California
$957M -$44.3M -4% 2.37% 170% 149 10.74% 4.6
Keeley-Teton Advisors
1941
Keeley-Teton Advisors
Illinois
$956M +$11.7M +1% 0.81% 28.6% 403 21.59% 1.9
Sawgrass Asset Management
1942
Sawgrass Asset Management
Florida
$955M -$89.2M -9% 3.8% 96.6% 325 100% 0
James Investment Research
1943
James Investment Research
Ohio
$953M -$139M -13% 3.52% 110% 562 20.64% 3.3
Nexus Investment Management
1944
Nexus Investment Management
Ontario, Canada
$952M -$31.6M -3% 0.99% 93.5% 66 1.52% 6.4
Principle Wealth Partners
1945
Principle Wealth Partners
Connecticut
$951M -$1.45M -0.2% 2.77% 79.9% 335 10.75% 1.8
Alpine Woods Capital Investors
1946
Alpine Woods Capital Investors
New York
$950M -$62.7M -6% 3.83% 105% 228 14.91% 3.7
Bangor Savings Bank
1947
Bangor Savings Bank
Maine
$950M -$100M -9% 4.47% 54.6% 204 14.22% 5.1
Edgemoor Investment Advisors
1948
Edgemoor Investment Advisors
Maryland
$948M -$26.1M -3% 2.52% 109% 158 11.39% 4.4
Henry H. Armstrong Associates
1949
Henry H. Armstrong Associates
Pennsylvania
$948M -$5.41M -0.6% 1.89% 70% 62 4.84% 5.9
BIC
1950
Beach Investment Counsel
Pennsylvania
$947M +$190M +25% 4.46% 36% 179 29.61% 4.3