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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)
Clearwater Capital Advisors
2101
Clearwater Capital Advisors
Illinois
$907M +$43.6M +5% 3.84% 44.7% 178 10.67% 3.5
Stonebridge Capital Advisors
2102
Stonebridge Capital Advisors
Minnesota
$905M +$82.7M +10% 9.18% 80.1% 1,090 16.06% 1.5
MFP
2103
Michael F. Price
$903M +$38.9M +5% 1.59% 42.6% 155 14.84% 3
Carret Asset Management
2104
Carret Asset Management
New York
$903M +$65.2M +8% 9.57% 106% 304 4.61% 5.3
DTL
2105
Dynamic Technology Lab
Singapore
$903M +$68.7M +8% 4.13% 30.8% 1,651 73.41% 0.2
Quantum Capital Management (New Jersey)
2106
Quantum Capital Management (New Jersey)
New Jersey
$902M +$83.7M +10% 12.2% 22.7% 35 8.57% 5.2
SpiderRock Advisors
2107
SpiderRock Advisors
Delaware
$902M +$232M +35% – – 174 0% 1.6
Weatherly Asset Management
2108
Weatherly Asset Management
California
$902M +$79.7M +10% 9.72% 116% 206 7.28% 5.2
Alpha Wave Global
2109
Alpha Wave Global
New York
$900M -$406M -31% 2.05% 226% 149 43.62% 0.5
Fiduciary Group
2110
Fiduciary Group
Georgia
$899M +$17.8M +2% 7.49% 67.1% 241 4.98% 4.3
J.L. Bainbridge & Co
2111
J.L. Bainbridge & Co
Florida
$899M +$61M +7% 11.6% 118% 99 14.14% 2
SPC Financial Inc
2112
SPC Financial Inc
Maryland
$896M +$89M +11% 7.44% 65.1% 196 15.31% 3.2
Cevian Capital II
2113
Cevian Capital II
Jersey
$896M +$116M +15% 15.4% 105% 2 0% 3.5
Simplicity Solutions
2114
Simplicity Solutions
Minnesota
$896M +$245M +38% 9.57% 37.1% 631 35.82% 2
RVW Wealth
2115
RVW Wealth
California
$895M +$63.2M +8% 5.42% 65.8% 146 18.49% 1.4
Colonial Trust Advisors
2116
Colonial Trust Advisors
South Carolina
$894M +$83.2M +10% 12.8% 80% 195 8.21% 4.6
Palisade Asset Management
2117
Palisade Asset Management
Minnesota
$894M +$73.7M +9% 11% 72.9% 187 3.74% 5.6
Callahan Advisors
2118
Callahan Advisors
Texas
$891M +$97.8M +12% 12.4% 87.7% 153 7.84% 5
Keel Point
2119
Keel Point
Alabama
$890M +$117M +15% 7.03% 76.4% 291 15.12% 2.2
Oxford Financial Group
2120
Oxford Financial Group
Indiana
$890M +$105M +13% 8.3% 77.2% 287 19.86% 1.5
Sahana Capital Management
2121
Sahana Capital Management
Connecticut
$889M +$14.6M +2% 0.71% 0.48% 12 25% 0.9
B. Riley Financial
2122
B. Riley Financial
California
$889M +$98.5M +12% 7.49% 682% 61 54.1% 0.5
Nalanda India Equity Fund
2123
Nalanda India Equity Fund
Mauritius
$888M +$88.3M +11% 10.9% 13.6% 2 0% 2.4
AA
2124
Ancient Art
Texas
$887M -$59.9M -6% 2.62% 168% 26 34.62% 1.4
TFP
2125
Triple Frond Partners
California
$887M -$29.5M -3% 1.74% 92.9% 10 0% 3.3