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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)
Penn Capital Management
2076
Penn Capital Management
Pennsylvania
$1.25B -$46.7M -4% 1.76% 181% 200 32.5% 1.5
PKO Investment Management Joint-Stock
2077
PKO Investment Management Joint-Stock
Poland
$1.25B +$82.8M +7% 5.41% 145% 226 14.16% 3.1
Kopernik Global Investors
2078
Kopernik Global Investors
Florida
$1.25B +$24.8M +2% 10.6% 128% 31 22.58% 3.7
RMR Wealth Builders
2079
RMR Wealth Builders
New Jersey
$1.25B +$55M +5% 2.27% 91.7% 302 15.56% 3
MBL Wealth
2080
MBL Wealth
North Carolina
$1.25B +$103M +9% 1.84% 52.7% 300 19.33% 2
Guardian Partners
2081
Guardian Partners
Canada
$1.25B +$65.9M +6% 5.54% – 230 34.78% 0.7
Callodine Capital Management
2082
Callodine Capital Management
Massachusetts
$1.25B +$104M +9% 2.26% 53.8% 62 30.65% 1.5
Central Securities
2083
Central Securities
New York
$1.24B +$29.1M +2% 4.93% 90.2% 29 0% 7.5
Bangor Savings Bank
2084
Bangor Savings Bank
Maine
$1.24B +$42.8M +4% 2.37% 54.6% 629 18.6% 3.9
Advisor OS
2085
Advisor OS
Illinois
$1.24B +$82.6M +7% 1.74% 61.2% 535 18.13% 2
KPF
2086
K2 Principal Fund
Ontario, Canada
$1.24B +$9.8M +0.8% 1.51% 76.5% 481 43.66% 0.4
Optimus Prime Fund Management
2087
Optimus Prime Fund Management
Cayman Islands
$1.24B +$112M +10% 11.7% 94.5% 27 29.63% 2.5
Retirement Investment Advisors
2088
Retirement Investment Advisors
Oklahoma
$1.24B +$37.9M +3% 1.54% – 73 21.92% 2.1
Titleist Asset Management
2089
Titleist Asset Management
Texas
$1.24B +$93.5M +8% 0.7% 101% 399 26.07% 1.4
J.L. Bainbridge & Co
2090
J.L. Bainbridge & Co
Florida
$1.24B +$40.1M +3% 8.02% 118% 113 10.62% 3.5
Tweedy, Browne Co
2091
Tweedy, Browne Co
Connecticut
$1.24B +$87.1M +8% 6.44% 70.3% 101 8.91% 3.7
TCV Trust & Wealth Management
2092
TCV Trust & Wealth Management
Virginia
$1.24B +$44.2M +4% 1.31% 75.3% 234 7.26% 6.6
LRI Investments
2093
LRI Investments
Florida
$1.24B +$16.4M +1% 2.67% – 1,424 12.92% 1.3
Condor Capital Management
2094
Condor Capital Management
New Jersey
$1.24B +$15.3M +1% 1.85% 58.2% 192 7.81% 5.6
J.M. Forbes & Co
2095
J.M. Forbes & Co
Massachusetts
$1.24B +$31.7M +3% 3.9% 112% 144 4.86% 6.8
KL
2096
KIM LLC
Kansas
$1.23B +$89.9M +8% 3.62% 51.1% 77 3.9% 0.9
Quent Long Short Global Small Cap Fund
2097
Quent Long Short Global Small Cap Fund
New York
$1.23B – – 2.7% – 298 – 0
Stadion Money Management
2098
Stadion Money Management
Georgia
$1.23B -$18.6M -1% 1.86% 55.3% 28 25% 2.6
Sone Capital Management
2099
Sone Capital Management
New York
$1.23B +$37.6M +3% 4.31% – 128 46.88% 0.5
Common Fund For Nonprofit Organizations
2100
Common Fund For Nonprofit Organizations
Connecticut
$1.23B +$67.7M +6% 2.38% 70.8% 28 17.86% 1.7