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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)
FFH
1976
Fairfax Financial Holdings
Ontario, Canada
$1.1B -$83.4M -7% 0.13% 70.7% 40 27.5% 4.3
BCM
1977
Bares Capital Management
Texas
$1.1B -$981M -47% 8.65% 138% 31 35.48% 4.7
Technology Crossover Management X
1978
Technology Crossover Management X
California
$1.09B +$81.5M +8% 8.77% 73.1% 6 0% 3.3
TritonPoint Wealth
1979
TritonPoint Wealth
Maryland
$1.09B +$55.5M +5% 6.29% 92.7% 343 11.08% 0.6
Leo Wealth LLC
1980
Leo Wealth LLC
Texas
$1.09B +$114M +12% 7.48% – 371 16.71% 0.6
Ledyard National Bank
1981
Ledyard National Bank
$1.09B +$63.7M +6% 7.02% 80.7% 224 8.48% 6.7
1607 Capital Partners
1982
1607 Capital Partners
Virginia
$1.09B -$23M -2% 5.38% 28.5% 147 16.33% 4.2
Cape Cod Five Cents Savings Bank
1983
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B +$59M +6% 6.13% – 199 10.05% 6.6
First Financial Bank - Trust Division
1984
First Financial Bank - Trust Division
Ohio
$1.09B +$76.6M +8% 7.35% 68.6% 212 4.72% 6.7
Mark Asset Management
1985
Mark Asset Management
New York
$1.09B +$88.7M +9% 6.86% 325% 63 26.98% 2.8
Main Street Financial Solutions
1986
Main Street Financial Solutions
Pennsylvania
$1.09B +$28.3M +3% 7.31% 75.4% 588 15.99% 2.3
Kintegral Advisory
1987
Kintegral Advisory
New York
$1.09B +$47.3M +5% 7.26% 143% 238 0% 4
Nicholas Investment Partners
1988
Nicholas Investment Partners
California
$1.09B +$126M +13% 11.9% 397% 250 36.4% 1.2
SL
1989
Sonnipe Ltd
Isle Of Man
$1.09B +$134M +14% 15.2% 57.8% 3 0% 1.8
Penn Capital Management
1990
Penn Capital Management
Pennsylvania
$1.09B +$35M +3% 10.1% 181% 166 24.7% 2
Fusion Family Wealth
1991
Fusion Family Wealth
New York
$1.09B +$104M +11% 6.62% 58.2% 43 0% 4.8
Founders Financial Securities
1992
Founders Financial Securities
Maryland
$1.08B +$26.5M +3% 6.12% 64.3% 477 21.59% 2.2
RWWM Inc
1993
RWWM Inc
California
$1.08B +$162M +18% 18.3% 40.6% 21 4.76% 4.8
Arrow Financial
1994
Arrow Financial
New York
$1.08B +$56.4M +5% 5.89% 71.1% 350 6.86% 7.3
Hartford Funds Management
1995
Hartford Funds Management
Pennsylvania
$1.08B +$13.5M +1% 5.36% 26.8% 99 11.11% 1.6
Simplicity Wealth
1996
Simplicity Wealth
New Jersey
$1.08B -$3.35B -76% 7.07% 82.2% 1,268 63.25% 0.7
Atlas Venture Life Science Advisors
1997
Atlas Venture Life Science Advisors
Massachusetts
$1.08B +$129M +14% 28.1% 484% 15 6.67% 2.4
Madison Avenue Partners
1998
Madison Avenue Partners
New York
$1.08B +$287M +36% 17.8% 284% 27 33.33% 1
XML Financial
1999
XML Financial
Maryland
$1.08B +$83.8M +8% 6.54% 69.5% 359 9.19% 2.9
BIT Capital
2000
BIT Capital
Germany
$1.08B -$201M -16% 0.37% 1,162% 135 43.7% 0.9