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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
SAM
1951
SP Asset Management
California
$731M -$53.7M -7% 5.67% 82.9% 114 7.02%
JCM
1952
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 5.15% 62.7% 424 9.67%
KTA
1953
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 4.32% 28.6% 391 6.91%
SFG
1954
Sage Financial Group
Pennsylvania
$730M -$27M -4% 5.29% 62% 91 6.59%
BCP
1955
Blue Chip Partners
Michigan
$730M -$54.8M -7% 6.44% 60.3% 170 10%
FCM
1956
Fernbridge Capital Management
California
$730M +$35.7M +5% 0.86% 27.9% 24 41.67%
CPI
1957
Crestview Partners II
New York
$730M -$14.5M -2% 1.72% 124% 3 0%
PAM
1958
Palisade Asset Management
Minnesota
$729M -$48.9M -6% 5.89% 61.8% 180 6.11%
ICM
1959
Ionic Capital Management
New York
$728M -$114M -13% 23% 103% 543 34.07%
AIP
1960
ARS Investment Partners
New York
$727M -$4.74M -0.6% 4.35% 260% 193 29.02%
NGA
1961
Naples Global Advisors
Florida
$727M -$44M -6% 5.84% 103% 383 6.01%
SCA
1962
Summit Creek Advisors
Minnesota
$726M -$58.5M -7% 0.96% 47.8% 73 5.48%
VCA
1963
Verdence Capital Advisors
Maryland
$725M -$47.9M -6% 5.01% 97.1% 553 14.29%
BCA
1964
Bernzott Capital Advisors
California
$725M -$180M -20% 6.26% 46.6% 56 17.86%
CCA
1965
Clearwater Capital Advisors
Illinois
$724M -$7.53M -1% 5.08% 35% 162 11.11%
BWP
1966
Baldwin Wealth Partners
Massachusetts
$723M -$47.9M -6% 4.06% 85.9% 714 7.84%
CWM
1967
Cahaba Wealth Management
Georgia
$723M +$22.5M +3% 5.23% 36.7% 136 5.88%
KA
1968
Kintegral Advisory
New York
$721M -$50M -6% 5.51% 124% 268 3.36%
TCM
1969
TD Capital Management
Tennessee
$721M -$17.4M -2% 4.34% 33.9% 371 77.36%
SP
1970
ShawSpring Partners
Massachusetts
$720M +$156M +28% 3.01% 6.63% 7 14.29%
SFM
1971
Sphera Funds Management
Israel
$720M -$214M -23% 2.31% 218% 93 59.14%
XF
1972
XML Financial
Maryland
$720M +$278M +63% 6.36% 69.5% 327 32.72%
BST
1973
Bath Savings Trust
Maine
$719M -$41.8M -5% 4.17% 47.3% 152 5.26%
CHAM
1974
Clear Harbor Asset Management
Connecticut
$718M -$33.4M -4% 2.48% 71.8% 430 22.33%
SCM
1975
Sandler Capital Management
New York
$717M -$226M -24% 2.4% 288% 117 52.14%