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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)
Crestline Management
1951
Crestline Management
Texas
$842M +$160M +23% 2.53% 80.2% 254 73.23% 0.4
E-L Financial Corp
1952
E-L Financial Corp
Ontario, Canada
$841M +$54.9M +7% 7.04% 68.6% 1 0% 6.3
Arkadios Wealth Advisors
1953
Arkadios Wealth Advisors
Georgia
$840M +$85.4M +11% 7.73% 91.1% 639 17.21% 1.9
Dynamo Internacional Gestao de Recursos
1954
Dynamo Internacional Gestao de Recursos
Brazil
$840M +$97.8M +13% 21.8% 34.1% 18 22.22% 1.8
Howe & Rusling
1955
Howe & Rusling
New York
$839M +$42.1M +5% 2.91% 82% 348 22.41% 4.7
Poplar Forest Capital
1956
Poplar Forest Capital
California
$839M +$9.48M +1% 1.16% 30% 65 10.77% 3.7
Broad Run Investment Management
1957
Broad Run Investment Management
Virginia
$839M +$8.79M +1% 5.81% 202% 28 7.14% 5
HEC
1958
Hudson Executive Capital
New York
$839M -$101M -11% 8.3% 127% 7 14.29% 2.8
Salomon & Ludwin
1959
Salomon & Ludwin
Virginia
$839M +$49.7M +6% 5.89% 58.7% 169 5.92% 2.1
Conservest Capital Advisors
1960
Conservest Capital Advisors
Pennsylvania
$839M +$50.8M +6% 5.65% 58.6% 103 13.59% 0.2
XN LP
1961
XN LP
New York
$838M +$309M +58% 18.8% 172% 18 38.89% 0.7
Bramshill Investments
1962
Bramshill Investments
Florida
$836M -$16M -2% 0.98% 3.6% 159 19.5% 1.7
1834 Investment Advisors
1963
1834 Investment Advisors
Wisconsin
$835M +$135M +19% 4.29% 68.7% 246 28.05% 4.2
GYL Financial Synergies
1964
GYL Financial Synergies
Connecticut
$835M +$373M +81% 4.72% 36% 291 28.87% 1.9
CM
1965
Conifer Management
New York
$833M +$11.2M +1% 14.9% 22.7% 11 0% 2.1
ARS Investment Partners
1966
ARS Investment Partners
New York
$833M +$81.1M +11% 11.1% 260% 168 16.07% 2.7
AltraVue Capital
1967
AltraVue Capital
Washington
$832M +$118M +17% 13.7% 221% 30 3.33% 3.1
Wellington Shields Capital Management
1968
Wellington Shields Capital Management
New York
$831M +$7.15M +0.9% 2.55% 137% 334 10.48% 4
Berger Financial Group
1969
Berger Financial Group
Minnesota
$831M +$73M +10% 5.56% 59.9% 288 16.67% 1.4
Yaupon Capital Management
1970
Yaupon Capital Management
New York
$829M +$194M +31% 1.26% 122% 135 55.56% 0.5
CC
1971
Cornerstone Capital
California
$829M +$47.9M +6% 7.59% 91.2% 92 8.7% 5.5
Charles Schwab Trust
1972
Charles Schwab Trust
Nevada
$828M +$68.6M +9% 5.09% 52.7% 154 16.23% 2.5
Capital Investment Services of America
1973
Capital Investment Services of America
Wisconsin
$828M +$73.8M +10% 13.8% 74.2% 70 2.86% 6.4
Verdence Capital Advisors
1974
Verdence Capital Advisors
Maryland
$827M +$14M +2% 5.25% 104% 566 17.31% 2.4
DT Investment Partners
1975
DT Investment Partners
Pennsylvania
$825M +$62.9M +8% 5.08% 64.3% 512 12.3% 1.3