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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)
Facet Wealth Inc
2051
Facet Wealth Inc
Maryland
$875M +$146M +20% 1.61% 48.1% 61 13.11% 0.6
Essex Financial Services
2052
Essex Financial Services
Connecticut
$875M +$184M +27% 1.19% 87.7% 491 11.2% 2.9
Cornercap Investment Counsel
2053
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 0.68% 55.4% 638 30.25% 1.1
Sahana Capital Management
2054
Sahana Capital Management
Connecticut
$875M +$29.2M +3% 1.73% 0.48% 11 27.27% 0.9
MKP Capital Management
2055
MKP Capital Management
New York
$874M -$53.8M -6% 0.52% 69.8% 55 52.73% 0.5
First Business Financial Services
2056
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 0.38% 80.9% 164 10.37% 2.8
Transform Wealth
2057
Transform Wealth
Colorado
$872M +$53.4M +7% 1.31% 48.4% 240 13.75% 2.3
Think Investments
2058
Think Investments
California
$870M +$109M +14% 1.85% 285% 38 42.11% 1.3
Jacobs & Co
2059
Jacobs & Co
California
$869M +$3.64M +0.4% 1.92% 105% 128 12.5% 5.7
Mount Yale Investment Advisors
2060
Mount Yale Investment Advisors
Colorado
$869M +$42.8M +5% 1.23% 81.9% 494 21.86% 1.6
Dakota Wealth Management
2061
Dakota Wealth Management
Florida
$869M +$29.4M +4% 1.58% 112% 376 19.41% 2.1
CC
2062
Cornerstone Capital
California
$868M -$13.8M -2% 0.87% 91.2% 95 7.37% 4.3
AL
2063
Arnhold LLC
New York
$867M -$15.7M -2% 2.5% 164% 140 10.71% 2.4
AdamCapital Gestao de Recursos
2064
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 1.04% 10.7% 38 97.37% 0.1
Principle Wealth Partners
2065
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 0.1% 79.9% 322 7.76% 1.4
Bath Savings Trust
2066
Bath Savings Trust
Maine
$865M +$17.3M +2% 0.69% 57.8% 160 3.75% 4.6
MFP
2067
Michael F. Price
$865M -$45.5M -5% 2.44% 42.6% 156 16.03% 2.8
Mesirow Financial Investment Management - Fixed Income
2068
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 1.84% 26.9% 153 25.49% 1.1
Henry H. Armstrong Associates
2069
Henry H. Armstrong Associates
Pennsylvania
$864M -$6.87M -0.8% 0.06% 70% 61 4.92% 5.6
Clearwater Capital Advisors
2070
Clearwater Capital Advisors
Illinois
$863M +$3.53M +0.4% 1.87% 44.7% 174 6.32% 3.3
PSquared Asset Management
2071
PSquared Asset Management
Switzerland
$861M -$533M -38% 0.95% 178% 16 62.5% 0.2
Brandywine Oak Private Wealth
2072
Brandywine Oak Private Wealth
Pennsylvania
$861M +$4.28M +0.5% 1.16% 62.2% 356 10.39% 1.6
Institutional Venture Management XVI
2073
Institutional Venture Management XVI
California
$860M -$14.2M -2% 3.32% 523% 5 20% 0.9
Tensile Capital Management
2074
Tensile Capital Management
California
$859M -$23.2M -3% 2.54% 47.7% 18 16.67% 2.9
Brilliance Asset Management
2075
Brilliance Asset Management
Hong Kong
$859M -$1.04B -55% 22.9% 39.2% 10 70% 0.3