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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)
Fort Baker Capital Management
2101
Fort Baker Capital Management
California
$1.37B +$93.5M +7% 5.21% 46.3% 155 43.87% 0.3
Fernbridge Capital Management
2102
Fernbridge Capital Management
California
$1.37B -$194M -12% 3.02% 12.4% 19 26.32% 1.9
KPF
2103
K2 Principal Fund
Ontario, Canada
$1.36B -$67.3M -5% 5.86% 76.5% 642 47.82% 0.4
Amplius Wealth Advisors
2104
Amplius Wealth Advisors
Pennsylvania
$1.36B +$165M +14% 11.4% 58% 217 22.12% 2.6
Clearwater Capital Advisors
2105
Clearwater Capital Advisors
Illinois
$1.36B +$126M +10% 10.6% 44.7% 197 14.21% 4.9
Phillips Financial Management
2106
Phillips Financial Management
Indiana
$1.36B -$14.6M -1% 9.39% 45.6% 309 14.24% 4.5
Paloma Partners
2107
Paloma Partners
Connecticut
$1.36B +$854M +168% 0.17% 314% 78 75.64% 0.3
Bpifrance
2108
Bpifrance
France
$1.36B -$293M -18% 9.46% 53.2% 2 0% 6.4
Bangor Savings Bank
2109
Bangor Savings Bank
Maine
$1.36B +$109M +9% 9.77% 54.6% 568 8.98% 4.7
Talbot Financial
2110
Talbot Financial
Washington
$1.36B +$169M +14% 19.6% 118% 72 9.72% 2.5
North of South Capital
2111
North of South Capital
United Kingdom
$1.36B +$246M +22% 5.64% – 32 21.88% 1.1
Passaic Partners
2112
Passaic Partners
New Jersey
$1.36B +$289M +27% 11% 53.2% 18 16.67% 1.4
Kimelman & Baird
2113
Kimelman & Baird
New York
$1.36B +$142M +12% 20.6% – 267 3.75% 4.6
Richard C. Young & Co
2114
Richard C. Young & Co
Rhode Island
$1.36B +$150M +12% 32.2% 137% 104 13.46% 4.4
Hel Ved Capital Management
2115
Hel Ved Capital Management
Hong Kong
$1.36B +$512M +61% 90.8% 1,351% 94 63.83% 0.2
Galvin Gaustad & Stein
2116
Galvin Gaustad & Stein
Arizona
$1.36B +$105M +8% 12.8% 60.7% 281 17.08% 2.8
Intrust Bank
2117
Intrust Bank
Kansas
$1.35B +$127M +10% 21.3% 102% 438 12.1% 6.3
Crosslink Capital
2118
Crosslink Capital
California
$1.35B +$332M +32% 57.4% 135% 25 28% 3.1
RWWM Inc
2119
RWWM Inc
California
$1.35B -$16.5M -1% 1.23% 40.6% 42 23.81% 3.1
NewSquare Capital
2120
NewSquare Capital
Pennsylvania
$1.35B +$199M +17% 16.9% 76.5% 249 20.48% 4.6
Optimus Prime Fund Management
2121
Optimus Prime Fund Management
Cayman Islands
$1.35B +$313M +30% 49.9% 94.5% 28 10.71% 2.6
Mainstay Capital Management
2122
Mainstay Capital Management
Michigan
$1.35B +$54M +4% 18.8% 131% 158 18.35% 2.6
Sagefield Capital
2123
Sagefield Capital
Texas
$1.35B -$40.7M -3% 0.42% 115% 140 44.29% 1.2
Campbell Newman Asset Management
2124
Campbell Newman Asset Management
Wisconsin
$1.35B +$115M +9% 23.9% 116% 108 12.96% 5.8
Washington Trust Advisors
2125
Washington Trust Advisors
Massachusetts
$1.35B +$110M +9% 18% 106% 774 18.35% 2.7