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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)
Stadium Capital Management
2026
Stadium Capital Management
Connecticut
$357M -$24.1M -6% 12.1% 10.9% 15 20% 0.5
Cypress Funds
2027
Cypress Funds
California
$355M +$57.6M +19% 13% 100% 23 34.78% 0.3
CCM
2028
Cohen Capital Management
California
$355M +$30.4M +9% 7.6% 91.5% 126 4.76% 0.5
Fiduciary Trust International
2029
Fiduciary Trust International
Massachusetts
$355M +$55.8M +19% 5.37% 36.8% 143 18.88% 0.4
Zevin Asset Management
2030
Zevin Asset Management
Massachusetts
$354M +$27.3M +8% 6.28% 71.7% 135 14.07% 0.4
Clarus Ventures
2031
Clarus Ventures
Massachusetts
$354M – – 41.1% 70.3% 6 – 0
Empirical Wealth Management
2032
Empirical Wealth Management
Washington
$354M +$33.9M +11% 1.47% 78.8% 98 15.31% 0.4
Tensile Capital Management
2033
Tensile Capital Management
California
$353M – – 4.23% 47.7% 16 – 0
Corsair Capital
2034
Corsair Capital
New York
$353M +$23.6M +7% 8.26% 17.1% 3 0% 0.5
Third Rock Ventures
2035
Third Rock Ventures
Massachusetts
$353M – – 27.5% – 3 – 0
Chou Associates Management
2036
Chou Associates Management
Ontario, Canada
$352M -$1.46B -81% 9.57% 66.4% 28 25% 0.5
Sageview Capital
2037
Sageview Capital
Connecticut
$352M +$17.6M +5% 16.1% 335% 8 25% 0.5
Ferox Capital Management
2038
Ferox Capital Management
United Kingdom
$352M +$92.2M +36% 0.28% 2.07% 44 4.55% 0.3
BC
2039
Bruce & Co
Illinois
$352M +$45.6M +15% 12.4% 94.5% 57 10.53% 0.5
GH
2040
Green Holdings
Bermuda
$351M +$52.5M +18% 7.49% – 33 63.64% 0.2
Mark Asset Management
2041
Mark Asset Management
New York
$351M +$35.8M +11% 13.3% 325% 134 55.97% 0.2
Hutchinson Capital Management
2042
Hutchinson Capital Management
California
$351M +$42.2M +14% 14.1% 52.6% 63 12.7% 0.5
SLCM
2043
Seven Locks Capital Management
New York
$351M – – 15.9% 50.1% 35 – 0
Laird Norton Wetherby Wealth Management
2044
Laird Norton Wetherby Wealth Management
California
$351M +$30.1M +9% 10.1% – 453 13.25% 0.4
BTR Capital Management
2045
BTR Capital Management
California
$351M +$31.9M +10% 8.93% 35% 149 11.41% 0.5
6CM
2046
683 Capital Management
New York
$350M -$44M -11% 9.22% 311% 80 47.5% 0.3
TCOTO
2047
Trust Company of the Ozarks
Missouri
$349M +$31.5M +10% 10.9% – 160 5% 0.5
Arrow Financial
2048
Arrow Financial
New York
$349M +$22.8M +7% 10.3% 66.5% 373 12.6% 0.4
Aegis Financial
2049
Aegis Financial
Virginia
$348M +$20.7M +6% 7.22% 266% 73 13.7% 0.4
AVC
2050
Arlington Value Capital
Utah
$348M +$43.7M +14% 5.68% 14.4% 13 23.08% 0.4