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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)
Dubuque Bank & Trust
1976
Dubuque Bank & Trust
Iowa
$774M -$121M -14% 12.3% 24% 253 13.44% 4.4
CloudAlpha Capital Management
1977
CloudAlpha Capital Management
Hong Kong
$774M +$561M +263% 33.1% 2,704% 33 87.88% 0.1
Clearline Capital
1978
Clearline Capital
New York
$774M -$95.8M -11% 20.7% 57.4% 173 42.77% 0.7
Verdence Capital Advisors
1979
Verdence Capital Advisors
Maryland
$773M -$110M -12% 12% 97.1% 545 13.03% 2.2
Perella Weinberg Partners Capital Management
1980
Perella Weinberg Partners Capital Management
New York
$772M +$144M +23% 9.53% 1.52% 30 13.33% 2
Richard C. Young & Co
1981
Richard C. Young & Co
Rhode Island
$772M -$11.3M -1% 7.3% 137% 75 2.67% 4.1
Merewether Investment Management
1982
Merewether Investment Management
Texas
$771M -$213M -22% 9.33% 262% 42 40.48% 0.5
Cambria Investment Management
1983
Cambria Investment Management
California
$771M -$13.7M -2% 10% 72% 311 27.65% 1.8
Simplicity Solutions
1984
Simplicity Solutions
Minnesota
$771M -$43.1M -5% 12.2% 37.1% 717 24.55% 1.8
Baldwin Wealth Partners
1985
Baldwin Wealth Partners
Massachusetts
$771M -$172M -18% 14.8% 94.5% 717 8.93% 3.7
Iron Triangle Partners
1986
Iron Triangle Partners
Connecticut
$771M -$69.6M -8% 10% 152% 38 60.53% 0.6
Kintegral Advisory
1987
Kintegral Advisory
New York
$771M -$140M -15% 15.5% 143% 269 3.72% 3.2
Naples Global Advisors
1988
Naples Global Advisors
Florida
$771M -$95.5M -11% 11.3% 103% 397 6.55% 4.7
Capital Investment Services of America
1989
Capital Investment Services of America
Wisconsin
$770M -$333M -30% 15.6% 50.7% 86 20.93% 5.6
Condor Capital Management
1990
Condor Capital Management
New Jersey
$769M -$128M -14% 13.5% 58.2% 516 22.48% 2.2
Naspers
1991
Naspers
South Africa
$769M -$260M -25% 28.5% 88.2% 4 0% 0.5
Ally Invest Advisors
1992
Ally Invest Advisors
North Carolina
$768M -$100M -12% 11.6% 41.1% 21 19.05% 2.5
SNS Financial Group
1993
SNS Financial Group
Minnesota
$767M -$133M -15% 10.9% 54.2% 232 19.4% 4
Elm Partners Management
1994
Elm Partners Management
Pennsylvania
$767M -$24.2M -3% 9.93% 46.9% 52 40.38% 3.2
Crestline Management
1995
Crestline Management
Texas
$766M -$67.6M -8% 14.1% 80.2% 345 61.74% 0.4
JTC Employer Solutions Trustee
1996
JTC Employer Solutions Trustee
Jersey
$765M -$138M -15% 9.94% 88.7% 310 4.52% 0.9
MCM
1997
McKinley Capital Management
Alaska
$765M -$239M -24% 14.8% 63.3% 183 14.75% 3.5
Next Century Growth Investors
1998
Next Century Growth Investors
Minnesota
$765M -$236M -24% 17.1% 447% 131 25.95% 2.7
Simon Quick Advisors
1999
Simon Quick Advisors
New Jersey
$764M +$411M +116% 14.3% 69.5% 422 72.51% 2.6
Folger Nolan Fleming Douglas Capital Management
2000
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$762M -$132M -15% 11.5% 77.5% 165 10.3% 7.1