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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)
Vicus Capital
1951
Vicus Capital
Pennsylvania
$1.55B +$189M +14% 12.7% 59.6% 278 13.67% 4
Cozad Asset Management
1952
Cozad Asset Management
Illinois
$1.55B +$275M +22% 30.1% 132% 462 10.82% 4.1
Bouchey Financial Group
1953
Bouchey Financial Group
New York
$1.55B +$185M +14% 21.7% 66.7% 203 20.69% 3.5
First Heartland Consultants
1954
First Heartland Consultants
Missouri
$1.55B +$240M +18% 12.8% 59.2% 609 17.41% 3.3
Neville Rodie & Shaw
1955
Neville Rodie & Shaw
New York
$1.55B +$169M +12% 22.4% 125% 254 7.48% 8.5
Cumberland Partners
1956
Cumberland Partners
Ontario, Canada
$1.54B +$227M +17% 15.1% 101% 173 20.81% 2.7
Bank of Finland
1957
Bank of Finland
Finland
$1.54B +$177M +13% 12.5% 66.7% 4 0% 4.1
Landscape Capital Management
1958
Landscape Capital Management
New Jersey
$1.54B -$34.8M -2% 17.5% 92.5% 970 63.09% 0.5
Smith, Moore & Co
1959
Smith, Moore & Co
Missouri
$1.54B +$165M +12% 12.6% 67% 608 11.84% 4.4
Flagship Pioneering
1960
Flagship Pioneering
Massachusetts
$1.54B +$378M +33% 33.2% 13.3% 5 0% 5.7
SPC
1961
Stony Point Capital
New York
$1.54B +$296M +24% 45.5% 208% 35 22.86% 1.8
Kanawha Capital Management
1962
Kanawha Capital Management
Virginia
$1.54B +$117M +8% 11.1% 74.5% 232 6.47% 7.9
Hollencrest Capital Management
1963
Hollencrest Capital Management
California
$1.54B -$1.17B -43% 14.5% 85.6% 1,399 24.8% 3.2
UNICOM Systems
1964
UNICOM Systems
Nevada
$1.53B +$557M +57% 77.8% – 39 17.95% 0.7
Callodine Capital Management
1965
Callodine Capital Management
Massachusetts
$1.53B +$102M +7% 11.3% 53.8% 70 30% 1.5
Alaska Permanent Capital Management
1966
Alaska Permanent Capital Management
Alaska
$1.53B +$103M +7% 10.7% 42.8% 44 18.18% 4.3
M.D. Sass LLC
1967
M.D. Sass LLC
New York
$1.53B +$211M +16% 26.8% 80.1% 46 36.96% 1.7
Baldwin Wealth Partners
1968
Baldwin Wealth Partners
Massachusetts
$1.53B +$153M +11% 15.2% 94.5% 244 13.11% 6.3
Kontiki Capital Management (HK)
1969
Kontiki Capital Management (HK)
Hong Kong
$1.52B +$98.8M +7% 0.74% 90.6% 7 0% 2.8
Mangrove Partners
1970
Mangrove Partners
Connecticut
$1.52B +$287M +23% 8.88% 185% 626 63.74% 0.3
Atika Capital Management
1971
Atika Capital Management
New York
$1.52B +$725M +91% 67.3% 811% 104 64.42% 0.6
Adelante Capital Management
1972
Adelante Capital Management
California
$1.52B +$58.5M +4% 11.6% 43.2% 47 21.28% 4.7
Willow Creek Wealth Management
1973
Willow Creek Wealth Management
California
$1.52B – – 7.23% – 203 – 4
MIM
1974
Marco Investment Management
Georgia
$1.52B +$195M +15% 26.3% 127% 250 9.2% 7.2
RVW Wealth
1975
RVW Wealth
California
$1.52B +$235M +18% 15.3% 65.8% 187 8.02% 3.5