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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)
Blue Chip Partners
1951
Blue Chip Partners
Michigan
$784M -$20M -2% 10.7% 81.2% 184 19.57% 4.1
SP Asset Management
1952
SP Asset Management
California
$784M -$145M -16% 15.1% 92.4% 127 12.6% 2.7
Girard Partners
1953
Girard Partners
Pennsylvania
$784M -$130M -14% 13.5% 25.7% 255 17.65% 4.6
Twin Capital Management
1954
Twin Capital Management
Pennsylvania
$783M -$145M -16% 13.9% 132% 314 21.02% 3.1
Portfolio Solutions
1955
Portfolio Solutions
Michigan
$783M +$144K +0% 13.2% 11.6% 57 19.3% 3
Jetstream Capital
1956
Jetstream Capital
Tennessee
$783M +$380M +94% 31.8% – 24 50% 0.3
Technology Crossover Management VIII
1957
Technology Crossover Management VIII
California
$783M -$476M -38% 35.1% 77.9% 9 0% 2.1
Mesirow Financial Investment Management - Fixed Income
1958
Mesirow Financial Investment Management - Fixed Income
Illinois
$782M -$121M -13% 11.6% 26.9% 147 31.29% 1.2
Fund Evaluation Group
1959
Fund Evaluation Group
Ohio
$782M -$661M -46% 13.7% 51.6% 42 52.38% 2.7
Beese Fulmer Investment Management
1960
Beese Fulmer Investment Management
Ohio
$782M -$141M -15% 12.9% 124% 240 10% 5.1
Brandywine Oak Private Wealth
1961
Brandywine Oak Private Wealth
Pennsylvania
$782M -$92.9M -11% 10.4% 62.2% 356 15.73% 2.2
NewSquare Capital
1962
NewSquare Capital
Pennsylvania
$781M -$162M -17% 8.8% 76.5% 436 12.84% 2.8
Sawgrass Asset Management
1963
Sawgrass Asset Management
Florida
$781M -$174M -18% 13.2% 96.6% 166 12.05% 0.2
Middleton & Co
1964
Middleton & Co
Massachusetts
$780M -$156M -17% 14% 81.8% 164 9.15% 6
CC
1965
Cornerstone Capital
California
$780M -$111M -12% 10.8% 91.2% 95 10.53% 5
Tiger Pacific Capital
1966
Tiger Pacific Capital
New York
$780M +$205M +36% 15.1% 84.5% 16 18.75% 1.3
Graypoint LLC
1967
Graypoint LLC
New York
$780M -$232M -23% 14.8% 72.8% 329 14.29% 1.6
Washington Trust Bank
1968
Washington Trust Bank
Washington
$779M -$85.8M -10% 14.5% 80.5% 244 17.62% 4.7
Palisade Asset Management
1969
Palisade Asset Management
Minnesota
$778M -$93.5M -11% 10.4% 61.8% 183 3.83% 6.3
Discovery Capital Management
1970
Discovery Capital Management
Connecticut
$776M -$389M -33% 13.1% 871% 96 63.54% 0.5
PSG Equity
1971
PSG Equity
Massachusetts
$776M -$352M -31% 31.5% 13.7% 2 50% 0.3
Empowered Funds
1972
Empowered Funds
Pennsylvania
$776M -$139M -15% 9.55% 127% 349 54.15% 0.5
EQT Fund Management
1973
EQT Fund Management
Luxembourg
$775M – – 0.29% – 2 – 0
Main Street Financial Solutions
1974
Main Street Financial Solutions
Pennsylvania
$774M +$91.7M +13% 12% 75.4% 506 23.52% 1.1
Gabelli & Co Investment Advisers
1975
Gabelli & Co Investment Advisers
New York
$774M +$5.79M +0.8% 0.19% 248% 566 22.44% 1.1