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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)
Crescent Park Management
2076
Crescent Park Management
California
$550M -$20.1M -4% 6.3% 87% 28 25% 1.3
SAM
2077
Skyline Asset Management
Illinois
$549M -$38.8M -7% 6.01% 26.1% 61 9.84% 3.2
Kingstown Capital Management
2078
Kingstown Capital Management
New York
$549M +$61.9M +13% 2.79% 38.6% 15 0% 1.9
Prime Capital Investment Advisors
2079
Prime Capital Investment Advisors
Kansas
$548M +$205M +60% 2.17% 78.7% 418 40.67% 0.6
NatWest Group
2080
NatWest Group
United Kingdom
$548M +$49.8M +10% 4.38% 207% 80 10% 4
Modera Wealth Management
2081
Modera Wealth Management
New Jersey
$548M +$13.8M +3% 1.79% 68.2% 156 14.74% 3.2
NewSquare Capital
2082
NewSquare Capital
Pennsylvania
$548M +$23.4M +4% 3.02% 76.5% 380 19.74% 2.4
Kings Point Capital Management
2083
Kings Point Capital Management
New York
$548M +$44.5M +9% 5.03% 80.1% 432 18.98% 3
Stearns Financial Services Group
2084
Stearns Financial Services Group
North Carolina
$548M +$18.1M +3% 2.67% 26.1% 187 13.9% 3.3
Planning Alternatives
2085
Planning Alternatives
Michigan
$547M +$711K +0.1% 2.57% 69.6% 51 11.76% 3.7
Strategic Value Partners
2086
Strategic Value Partners
Connecticut
$547M -$508M -48% 12.9% – 11 36.36% 1.1
SeaTown Holdings
2087
SeaTown Holdings
Singapore
$547M -$302M -36% 6.11% 220% 87 60.92% 0.6
Phillips Financial Management
2088
Phillips Financial Management
Indiana
$546M +$21.5M +4% 2.19% 45.6% 78 2.56% 4.3
Kays Financial Advisory
2089
Kays Financial Advisory
Georgia
$546M +$29.7M +6% 3.16% 23.3% 124 8.87% 1.8
North Point Portfolio Managers
2090
North Point Portfolio Managers
Ohio
$546M +$18.9M +4% 4.51% 72.8% 81 13.58% 3.6
Archon Capital Management
2091
Archon Capital Management
Washington
$545M +$179M +49% 10.6% 222% 37 45.95% 0.8
Legato Capital Management
2092
Legato Capital Management
California
$545M +$242M +80% 0.75% 243% 197 28.93% 0.8
Weld Capital Management
2093
Weld Capital Management
New York
$544M -$4.7M -0.9% 1.95% – 1,058 74.29% 0.1
Connable Office Inc
2094
Connable Office Inc
Michigan
$544M +$28.9M +6% 2.89% 68.3% 196 20.92% 2.7
Canandaigua National Bank & Trust
2095
Canandaigua National Bank & Trust
New York
$543M +$21.2M +4% 4.38% – 306 13.07% 3.3
RKL Wealth Management
2096
RKL Wealth Management
Pennsylvania
$542M +$31.7M +6% 3.5% 76.8% 132 7.58% 3
Cevian Capital II
2097
Cevian Capital II
Jersey
$542M -$9.3M -2% 9.28% 105% 2 0% 1
Ninepoint Partners
2098
Ninepoint Partners
Ontario, Canada
$542M +$7.57M +1% 0.48% 82.6% 118 49.15% 0.6
Northstar Investment Advisors
2099
Northstar Investment Advisors
Colorado
$542M +$2.85M +0.5% 4.05% 85.8% 131 16.79% 3.6
Mount Yale Investment Advisors
2100
Mount Yale Investment Advisors
Colorado
$542M +$7.83M +1% 4.11% 81.9% 350 21.14% 1