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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)
Tensile Capital Management
2101
Tensile Capital Management
California
$795M +$22.2M +3% 2.4% 47.7% 19 15.79% 3
KWMG LLC
2102
KWMG LLC
Kansas
$795M -$12.6M -2% 3.12% 76.2% 137 2.92% 5.6
MMBG Investment Advisors
2103
MMBG Investment Advisors
Florida
$793M -$30.1M -4% 0.38% 118% 161 9.94% 1.5
First Heartland Consultants
2104
First Heartland Consultants
Missouri
$793M +$21.9M +3% 2.85% 59.2% 415 18.55% 3.4
PDT Partners
2105
PDT Partners
New York
$793M +$65.5M +9% 3.29% 211% 709 41.75% 0.7
Cardiff Park Advisors
2106
Cardiff Park Advisors
California
$792M -$23.3M -3% 2.28% 88.6% 331 10.57% 1.5
Texas Capital Bank Wealth Management Services
2107
Texas Capital Bank Wealth Management Services
Texas
$792M -$140M -15% 2.9% 81.9% 251 25.1% 1.9
Jay A. Fishman Ltd
2108
Jay A. Fishman Ltd
Michigan
$790M -$35.7M -4% 1.81% 119% 100 6% 5.7
Traphagen Investment Advisors
2109
Traphagen Investment Advisors
New Jersey
$789M +$18.4M +2% 3.4% 65.8% 175 18.86% 2.6
Harvey Partners
2110
Harvey Partners
New York
$789M -$29M -4% 1.13% 174% 45 15.56% 1.9
TFP
2111
Triple Frond Partners
California
$788M +$12.7M +2% 2.66% 92.9% 10 0% 4.6
Dendur Capital
2112
Dendur Capital
New York
$788M +$164M +26% 6.14% 99.6% 18 50% 1.2
Private Ocean
2113
Private Ocean
California
$788M -$1.83M -0.2% 3.61% 2.82% 603 22.55% 3.9
C
2114
Chescapmanager
Maryland
$785M +$142M +22% 3.41% 202% 42 7.14% 2
First Business Financial Services
2115
First Business Financial Services
Wisconsin
$785M -$25.9M -3% 3.55% 74% 173 6.36% 3.9
Intrust Bank
2116
Intrust Bank
Kansas
$784M -$40.5M -5% 2.95% 102% 399 11.28% 5.6
TCI Wealth Advisors
2117
TCI Wealth Advisors
Arizona
$784M +$629K +0.1% 2.42% 65% 206 11.17% 7.6
Oak Ridge Investments
2118
Oak Ridge Investments
Illinois
$784M -$27.4M -3% 2.28% 208% 156 14.74% 3.9
Fiduciary Group
2119
Fiduciary Group
Georgia
$783M -$30.6M -4% 2.92% 67.1% 249 8.43% 5.5
Inspire Investing
2120
Inspire Investing
Idaho
$783M -$43.4M -5% 2.67% 107% 905 25.52% 2
NEOS Investment Management
2121
NEOS Investment Management
Connecticut
$783M – – 2.35% 163% 357 – 0
Symmetry Peak Management
2122
Symmetry Peak Management
Pennsylvania
$781M +$211M +37% 1.2% 320% 162 74.69% 0.3
CAS Investment Partners
2123
CAS Investment Partners
Connecticut
$780M +$123M +19% 36.5% 527% 5 0% 3.7
Murchinson
2124
Murchinson
Ontario, Canada
$780M -$8.17M -1% 7.72% 107% 119 76.47% 0.3
Ironvine Capital Partners
2125
Ironvine Capital Partners
Nebraska
$779M -$44.2M -5% 5.08% 58.8% 45 6.67% 4.3