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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)
SC
2101
Sasco Capital
Connecticut
$848M +$47.2M +6% 6.17% 15.5% 50 8% 3.5
Rational Advisors
2102
Rational Advisors
New York
$848M +$307M +57% 5.02% 37.7% 202 48.51% 1.4
Bath Savings Trust
2103
Bath Savings Trust
Maine
$848M +$64.2M +8% 7.52% 57.8% 159 2.52% 4.4
venBio Partners
2104
venBio Partners
California
$847M -$205M -19% 21.3% 564% 10 20% 1.1
First Mercantile Trust
2105
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 6.38% 51.2% 916 14.96% 2.6
Community Bank
2106
Community Bank
New York
$847M +$46.3M +6% 5.11% 73.5% 498 9.44% 4
Kintegral Advisory
2107
Kintegral Advisory
New York
$846M +$67.3M +9% 9.68% 143% 268 2.24% 2.4
Sahana Capital Management
2108
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 9.07% 0.48% 11 18.18% 0.8
Optimal Asset Management
2109
Optimal Asset Management
California
$845M +$73.8M +10% 6.92% – 354 2.82% 1.2
Broad Bay Capital Management
2110
Broad Bay Capital Management
New York
$844M -$11.1M -1% 6.84% 338% 25 44% 0.8
KAS
2111
Kemnay Advisory Services
New York
$844M +$128M +18% 5.56% 167% 117 48.72% 2.4
Skylands Capital
2112
Skylands Capital
Wisconsin
$844M +$59.6M +8% 13.4% 61% 158 16.46% 3.7
Bedrijfstakpensioenfonds Voor De Media PNO
2113
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 13.6% 146% 38 0% 5
NewSquare Capital
2114
NewSquare Capital
Pennsylvania
$844M +$80.9M +11% 5.08% 76.5% 381 16.8% 2.7
Washington Trust Bank
2115
Washington Trust Bank
Washington
$844M +$32.3M +4% 6.07% 80.5% 194 7.73% 4.9
Segment Wealth Management
2116
Segment Wealth Management
Texas
$843M +$88.6M +12% 15.6% 102% 239 7.11% 3.3
BerganKDV Wealth Management
2117
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 4.26% 27.9% 1,030 8.25% 2.2
Siemens Fonds Invest
2118
Siemens Fonds Invest
Germany
$842M -$190M -18% 8.75% 126% 195 19.49% 0.5
DigitalBridge Group
2119
DigitalBridge Group
Florida
$841M +$57.5M +7% 8.45% 161% 50 18% 0.6
St. James Investment Company
2120
St. James Investment Company
Texas
$841M +$85.4M +11% 3.11% 43.8% 37 0% 2
Dakota Wealth Management
2121
Dakota Wealth Management
Florida
$840M +$78M +10% 8.04% 112% 362 21.27% 2
J.L. Bainbridge & Co
2122
J.L. Bainbridge & Co
Florida
$837M +$79.2M +10% 9.17% 118% 94 9.57% 1.7
Summit Creek Advisors
2123
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 5.72% 68.8% 74 12.16% 2.5
Columbus Hill Capital Management
2124
Columbus Hill Capital Management
New Jersey
$837M +$13.8M +2% 6.11% 151% 45 44.44% 1.1
Monashee Investment Management
2125
Monashee Investment Management
Massachusetts
$836M +$186M +29% 5.08% 520% 597 65.83% 0.2