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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)
Nicholas Investment Partners
2051
Nicholas Investment Partners
California
$1.12B +$152M +16% 24.2% 397% 234 26.92% 1.3
QVT Financial
2052
QVT Financial
New York
$1.12B +$36.5M +3% 14.2% 267% 53 45.28% 2
SCM
2053
SIR Capital Management
New York
$1.12B -$18.4M -2% 2.72% 71.1% 99 35.35% 0.7
CGN Advisors
2054
CGN Advisors
Kansas
$1.12B +$97.8M +10% 7.14% 48.9% 308 10.06% 2.8
Bangor Savings Bank
2055
Bangor Savings Bank
Maine
$1.12B +$59.2M +6% 6.56% 54.6% 561 9.45% 4.1
Pertento Partners
2056
Pertento Partners
United Kingdom
$1.12B +$162M +17% 15.6% 196% 24 33.33% 1.2
Parkwood LLC
2057
Parkwood LLC
Ohio
$1.12B +$29.4M +3% 26.5% 120% 101 35.64% 1.6
Dorsey Asset Management
2058
Dorsey Asset Management
Illinois
$1.12B +$172M +18% 10.3% 122% 12 25% 3.1
DT Investment Partners
2059
DT Investment Partners
Pennsylvania
$1.11B +$76.9M +7% 8.75% 58% 555 4.86% 2.8
Guardian Partners
2060
Guardian Partners
Canada
$1.11B +$145M +15% 11.8% – 179 8.38% 0.5
Dendur Capital
2061
Dendur Capital
New York
$1.11B +$261M +31% 22.7% 99.6% 31 54.84% 0.7
Callahan Advisors
2062
Callahan Advisors
Texas
$1.11B +$63.4M +6% 8.89% 87.7% 177 10.73% 5.5
Willow Creek Wealth Management
2063
Willow Creek Wealth Management
California
$1.11B +$84.9M +8% 4.65% 36.5% 169 9.47% 4
Retirement Investment Advisors
2064
Retirement Investment Advisors
Oklahoma
$1.11B +$124M +13% 7.6% – 61 1.64% 1.9
Liberty 77 Capital
2065
Liberty 77 Capital
District of Columbia
$1.11B -$15.1M -1% 9.35% – 6 66.67% 0.3
Yiheng Capital Management
2066
Yiheng Capital Management
California
$1.11B +$34.9M +3% 13.5% 82% 28 21.43% 3.4
First Business Financial Services
2067
First Business Financial Services
Wisconsin
$1.11B +$91.9M +9% 10.3% 74% 190 13.16% 4.4
Keystone Financial Group (Kentucky)
2068
Keystone Financial Group (Kentucky)
Kentucky
$1.11B +$125M +13% 12.2% 116% 444 14.19% 2.1
Sora Investors
2069
Sora Investors
Pennsylvania
$1.11B +$282M +34% 18.3% 179% 113 61.06% 0.4
Governors Lane
2070
Governors Lane
New York
$1.11B +$228M +26% 9.58% 133% 148 81.08% 0.2
Hudson Way Capital Management
2071
Hudson Way Capital Management
Texas
$1.11B +$97.5M +10% 9.43% 51.3% 16 0% 2.7
Private Advisory Group
2072
Private Advisory Group
Washington
$1.11B +$210M +23% 23.4% 177% 253 43.08% 1.7
Smith Anglin Financial
2073
Smith Anglin Financial
Texas
$1.1B +$160M +17% 11.3% 52.8% 228 14.47% 2.6
One Day In July LLC
2074
One Day In July LLC
Vermont
$1.1B +$105M +11% 6.48% 43.1% 145 11.03% 3
J.L. Bainbridge & Co
2075
J.L. Bainbridge & Co
Florida
$1.1B +$106M +11% 14.1% 118% 110 12.73% 3.3