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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)
Jacobs & Co
1951
Jacobs & Co
California
$614M +$96.3M +19% 21.6% 105% 123 9.76% 5.3
First Midwest Bank Trust Division
1952
First Midwest Bank Trust Division
Illinois
$613M +$65.6M +12% 22.9% 107% 374 17.91% 4.2
ACG Wealth
1953
ACG Wealth
Georgia
$613M +$76.2M +14% 23.2% 45.5% 315 23.81% 3.4
CCMD
1954
Cypress Capital Management (Delaware)
Delaware
$613M +$104M +20% 17.8% 25.6% 168 13.1% 2.9
Black-and-white Capital
1955
Black-and-white Capital
California
$612M -$579M -49% 56.8% 265% 89 82.02% 0.3
Cantor Fitzgerald Investment Advisors
1956
Cantor Fitzgerald Investment Advisors
New York
$612M +$67.8M +12% 14.4% 73.4% 63 14.29% 2
Legacy Wealth Management (Tennessee)
1957
Legacy Wealth Management (Tennessee)
Tennessee
$612M +$61.7M +11% 22.8% 50.4% 13 15.38% 4.4
Azora Capital LP
1958
Azora Capital LP
Florida
$612M +$354M +137% 36.1% 175% 64 82.81% 0.2
Great Valley Advisor Group
1959
Great Valley Advisor Group
Delaware
$611M +$233M +62% 22.1% 73.9% 443 34.99% 0.8
Phillips Financial Management
1960
Phillips Financial Management
Indiana
$611M +$107M +21% 13.2% 45.6% 84 3.57% 4.6
Indus Capital Partners
1961
Indus Capital Partners
New York
$611M +$20.2M +3% 38.2% 117% 56 58.93% 1.1
Essex Investment Management
1962
Essex Investment Management
Massachusetts
$610M +$116M +24% 43.2% 370% 468 26.07% 2
Fiduciary Trust International
1963
Fiduciary Trust International
Massachusetts
$610M +$73.7M +14% 23.2% 36.8% 162 29.63% 2.1
Lingotto Investment Management
1964
Lingotto Investment Management
United Kingdom
$610M +$270M +79% 57.4% 362% 8 0% 1.9
Endurance Wealth Management
1965
Endurance Wealth Management
Rhode Island
$610M +$89.4M +17% 19.9% 59% 648 10.65% 3.5
TD Capital Management
1966
TD Capital Management
Tennessee
$609M +$64.7M +12% 13.3% 40.5% 298 15.77% 3.1
ALAM
1967
Asahi Life Asset Management
Japan
$608M +$50.5M +9% 21.2% 122% 285 55.44% 0.6
Ally Financial
1968
Ally Financial
Michigan
$608M -$329M -35% 14.1% 9.35% 132 20.45% 1.7
Waterfront Capital Partners
1969
Waterfront Capital Partners
New York
$607M -$208M -26% 22.3% 88.3% 71 67.61% 0.7
MGAI
1970
MP Global Advisers III
New York
$606M +$198M +48% 48.4% 16.5% 1 0% 7
Nachman Norwood & Parrott
1971
Nachman Norwood & Parrott
South Carolina
$604M +$109M +22% 17% – 246 13.41% 1.2
Landscape Capital Management
1972
Landscape Capital Management
New Jersey
$604M -$328M -35% 35.1% 92.5% 690 70.58% 0.6
Third Security
1973
Third Security
Virginia
$604M +$138M +30% 49.4% 28.2% 12 8.33% 4.5
Exchange Traded Concepts
1974
Exchange Traded Concepts
Oklahoma
$603M +$418M +226% 24.6% 168% 891 53.76% 0.3
Argent Wealth Management
1975
Argent Wealth Management
Massachusetts
$602M +$110M +22% 18% – 184 18.48% 0.4