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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)
Charles-Lim Capital
1951
Charles-Lim Capital
Hong Kong
$875M -$34.3M -4% 5.45% 4.44% 8 50% 1.8
Merriman Wealth Management
1952
Merriman Wealth Management
Washington
$874M -$57.6M -6% 10% 18.3% 217 25.81% 1.8
First Mercantile Trust
1953
First Mercantile Trust
Tennessee
$873M -$8.82M -1% 4.54% 51.2% 913 15.12% 2.6
Vector Capital Management
1954
Vector Capital Management
California
$873M +$332M +62% 78% 42.7% 6 33.33% 0.5
Lingotto Investment Management
1955
Lingotto Investment Management
United Kingdom
$872M +$44.9M +5% 15.3% 362% 11 18.18% 1.8
Conservest Capital Advisors
1956
Conservest Capital Advisors
Pennsylvania
$871M +$36.8M +4% 4.8% 66.1% 80 8.75% 2.9
Ion Asset Management
1957
Ion Asset Management
Israel
$869M -$6.05M -0.7% 3.83% 125% 54 62.96% 0.6
W.R. Berkley Corp
1958
W.R. Berkley Corp
Connecticut
$868M +$265M +44% 4.28% 38.7% 435 83.22% 0.1
Taurus Asset Management
1959
Taurus Asset Management
New York
$866M +$29.8M +4% 4.23% 26.9% 85 5.88% 5.6
Garde Capital
1960
Garde Capital
Washington
$865M +$44M +5% 5.28% 67.6% 278 16.19% 2
Providence Equity Partners
1961
Providence Equity Partners
Rhode Island
$865M +$721M +504% 11% 12.4% 7 28.57% 0.2
HighPoint Advisor Group
1962
HighPoint Advisor Group
Illinois
$864M +$43M +5% 7.36% 110% 550 14.18% 2.2
TCV Trust & Wealth Management
1963
TCV Trust & Wealth Management
Virginia
$863M +$38.6M +5% 5.25% 75.3% 202 18.32% 4.8
TrustCore Financial Services
1964
TrustCore Financial Services
Tennessee
$863M +$79.7M +10% 6.94% 28.3% 1,033 20.33% 1.7
ORIX Corp
1965
ORIX Corp
Japan
$863M -$129M -13% 13% 11.7% 1 0% 3.3
SFMG Wealth Advisors
1966
SFMG Wealth Advisors
Texas
$862M +$73.9M +9% 4.97% 76.1% 257 17.51% 2.2
Mesirow Financial Investment Management - Fixed Income
1967
Mesirow Financial Investment Management - Fixed Income
Illinois
$862M +$115M +15% 18.2% 26.9% 152 26.97% 1
ARS Investment Partners
1968
ARS Investment Partners
New York
$861M +$48.5M +6% 7.21% 266% 153 30.72% 1.8
KG Funds Management
1969
KG Funds Management
New York
$860M +$26.3M +3% 2.79% 45.8% 15 33.33% 1.8
Ironvine Capital Partners
1970
Ironvine Capital Partners
Nebraska
$859M +$58.5M +7% 4.96% 58.8% 64 9.38% 2.5
SFG
1971
Sather Financial Group
Texas
$859M +$84.9M +11% 6.29% 82.3% 49 10.2% 3
Money Design
1972
Money Design
Japan
$858M -$16M -2% 1.15% 26.4% 66 27.27% 1.6
Shenkman Capital Management
1973
Shenkman Capital Management
New York
$858M -$101M -11% 0.21% 3.15% 85 2.35% 1.4
HAM
1974
Hillcrest Asset Management
Texas
$857M +$121M +17% 17.9% 97.2% 65 16.92% 1.8
Asset Advisors Investment Management
1975
Asset Advisors Investment Management
Georgia
$856M +$84.2M +11% 5.77% 67.5% 93 6.45% 2.1