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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)
American Assets Capital Advisers
2101
American Assets Capital Advisers
California
$848M -$164M -16% 10% 73.5% 37 21.62% 2.5
DTL
2102
Dynamic Technology Lab
Singapore
$848M -$55.4M -6% 7.31% 30.8% 1,701 74.78% 0.2
MFP
2103
Michael F. Price
$846M -$57M -6% 3.33% 42.6% 151 19.87% 3.2
Vancity Investment Management
2104
Vancity Investment Management
British Columbia, Canada
$845M -$26.1M -3% 8.43% – 64 10.94% 0.9
Colonial Trust Advisors
2105
Colonial Trust Advisors
South Carolina
$845M -$49.1M -5% 3.84% 80% 193 9.33% 4.8
L & S Advisors
2106
L & S Advisors
California
$844M -$82.9M -9% 3.93% 231% 352 36.08% 1.9
First Nebraska Trust
2107
First Nebraska Trust
Nebraska
$844M +$12.9M +2% 0.55% 67.9% 189 9.52% 4.9
Nottingham Advisors
2108
Nottingham Advisors
New York
$843M -$71.7M -8% 4.26% 47.6% 151 11.92% 3.6
Iron Triangle Partners
2109
Iron Triangle Partners
Connecticut
$841M +$123M +17% 5.67% 152% 33 39.39% 0.7
GM Advisory Group
2110
GM Advisory Group
New York
$841M -$282M -25% 4.6% 53.6% 224 24.55% 2.3
XML Financial
2111
XML Financial
Maryland
$841M +$10.4M +1% 2.1% 77.9% 342 10.23% 1.4
Raine Capital
2112
Raine Capital
New York
$840M -$387M -32% 28.2% 119% 15 0% 2.6
Caldwell Trust
2113
Caldwell Trust
Florida
$839M -$30.3M -3% 3.17% 87% 777 8.49% 1.9
Legacy Wealth Management (Tennessee)
2114
Legacy Wealth Management (Tennessee)
Tennessee
$838M -$34.1M -4% 5.97% 50.4% 19 15.79% 5.2
Lone Star Global Acquisitions
2115
Lone Star Global Acquisitions
Bermuda
$838M +$7.68M +0.9% 0.93% 380% 1 0% 5.3
TD Capital Management
2116
TD Capital Management
Tennessee
$838M -$48.6M -5% 4.81% 40.5% 383 75.98% 4.8
Jacobi Capital Management
2117
Jacobi Capital Management
Pennsylvania
$837M -$2.07M -0.2% 1.51% 76.6% 450 13.11% 4.3
Sand Grove Capital Management
2118
Sand Grove Capital Management
United Kingdom
$837M +$48.8M +6% 19.1% 410% 26 84.62% 0.2
WCM
2119
Woodson Capital Management
Connecticut
$836M -$149M -15% 9.98% 235% 43 41.86% 1.1
Arrow Financial
2120
Arrow Financial
New York
$836M -$9.21M -1% 5.23% 71.1% 366 12.3% 5.5
Permian Investment Partners
2121
Permian Investment Partners
Texas
$834M -$127M -13% 2.25% 78.6% 59 77.97% 0.8
Crestline Management
2122
Crestline Management
Texas
$834M -$504M -38% 11.1% 80.2% 377 71.88% 0.3
Simcoe Capital Management
2123
Simcoe Capital Management
New York
$834M -$52.8M -6% 1.04% 48.7% 27 51.85% 0.7
Ulysses Management
2124
Ulysses Management
New York
$833M -$81.2M -9% 12.2% 51.8% 66 34.85% 1.4
Metis Global Partners
2125
Metis Global Partners
California
$833M +$473M +132% 2.92% 117% 546 32.6% 0.2