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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)
Nvidia Corp
1926
Nvidia Corp
California
$1.15B +$843M +277% 9.47% – 6 16.67% 0.6
Lakewood Capital Management
1927
Lakewood Capital Management
New York
$1.15B +$31.9M +3% 2.89% 45.4% 53 26.42% 2.4
American Express
1928
American Express
New York
$1.15B -$955M -45% 21.8% – 3 0% 1.3
Novare Capital Management
1929
Novare Capital Management
North Carolina
$1.14B -$43M -4% 2.2% 76.5% 195 8.21% 4.8
Tributary Capital Management
1930
Tributary Capital Management
Nebraska
$1.14B -$147M -11% 7.06% 82.6% 220 29.55% 5.1
Y.D. More Investments
1931
Y.D. More Investments
Israel
$1.14B +$31.8M +3% 5.41% 309% 497 13.88% 1.4
McDaniel Terry & Co
1932
McDaniel Terry & Co
Texas
$1.14B -$76.8M -6% 2.65% 76.6% 106 11.32% 5.7
American Assets Investment Management
1933
American Assets Investment Management
California
$1.14B -$85.2M -7% 0.22% 520% 160 11.88% 6.7
IAIM
1934
International Assets Investment Management
Florida
$1.14B -$54.5M -5% 3.56% 101% 890 21.12% 2
Nexpoint Asset Management
1935
Nexpoint Asset Management
Texas
$1.14B +$250M +28% 9.13% 253% 114 46.49% 1.7
SCM
1936
SIR Capital Management
New York
$1.14B +$169M +17% 1.87% 71.1% 97 46.39% 0.8
Verity & Verity
1937
Verity & Verity
South Carolina
$1.14B +$42.8M +4% 2.67% 90.4% 138 12.32% 4.6
SPC Financial Inc
1938
SPC Financial Inc
Maryland
$1.14B -$9.6M -0.8% 1.23% 65.1% 270 7.41% 4.1
Tradition Wealth Management
1939
Tradition Wealth Management
Minnesota
$1.14B +$1.37M +0.1% 2.42% 69.6% 457 11.38% 2.8
M.D. Sass LLC
1940
M.D. Sass LLC
New York
$1.14B -$193M -15% 0.47% 80.1% 40 35% 2
Main Management
1941
Main Management
California
$1.14B -$87.7M -7% 3.62% 64.1% 140 22.86% 4.3
SP Asset Management
1942
SP Asset Management
California
$1.13B -$58.2M -5% 0.46% 112% 131 9.92% 4.3
Hardy Reed
1943
Hardy Reed
Mississippi
$1.13B -$1.13M -0.1% 1.14% 69.7% 256 11.72% 2
BPI
1944
BFC Planning, Inc.
Iowa
$1.13B -$69.1M -6% 1.75% – 2,766 9.8% 0.2
Harvard Management Company
1945
Harvard Management Company
Massachusetts
$1.13B -$563M -33% 7.47% 123% 19 42.11% 2.3
Tweedy, Browne Co
1946
Tweedy, Browne Co
Connecticut
$1.13B -$355M -24% 3.48% 68% 59 27.12% 5.3
Washington Trust Advisors
1947
Washington Trust Advisors
Massachusetts
$1.13B -$69.4M -6% 3.06% 106% 674 9.2% 2.6
Liberty 77 Capital
1948
Liberty 77 Capital
District of Columbia
$1.13B +$194M +21% 21.2% – 4 0% 0.3
Next Century Growth Investors
1949
Next Century Growth Investors
Minnesota
$1.12B -$210M -16% 6.08% 447% 147 27.89% 1.8
Colonial Trust Advisors
1950
Colonial Trust Advisors
South Carolina
$1.12B -$4.18M -0.4% 1.68% 80% 728 14.29% 3.3