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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)
Clearlake Capital Group
2101
Clearlake Capital Group
California
$1.08B +$86.1M +9% 9.21% 47.3% 6 0% 3.3
City of London Investment Management
2102
City of London Investment Management
United Kingdom
$1.08B +$141M +15% 14.9% 102% 94 22.34% 3.2
Amplius Wealth Advisors
2103
Amplius Wealth Advisors
Pennsylvania
$1.08B +$114M +12% 7.86% 58% 209 16.27% 2.2
Marks Group Wealth Management
2104
Marks Group Wealth Management
Minnesota
$1.08B +$35.9M +3% 6.16% 62.8% 321 15.89% 3.4
MONECO Advisors
2105
MONECO Advisors
Connecticut
$1.07B +$109M +11% 7.38% 70.5% 487 10.68% 2.7
Kimmeridge Energy Management
2106
Kimmeridge Energy Management
New York
$1.07B -$152M -12% 11.6% 19.7% 4 50% 1.9
Neumeier Poma Investment Counsel
2107
Neumeier Poma Investment Counsel
California
$1.07B +$144M +15% 26.2% 229% 47 14.89% 3.8
Goodnow Investment Group
2108
Goodnow Investment Group
Connecticut
$1.07B +$146M +16% 23.6% 131% 27 25.93% 3.5
Abrams Bison Investments
2109
Abrams Bison Investments
Maryland
$1.07B +$154M +17% 18.4% 170% 9 22.22% 2.8
SPX Gestao de Recursos
2110
SPX Gestao de Recursos
Brazil
$1.07B +$295M +38% 19% 98.1% 163 62.58% 0.5
PPSC Investment Service
2111
PPSC Investment Service
Japan
$1.07B +$198M +23% 18.2% 161% 7 0% 1.7
Texas Capital Bank Wealth Management Services
2112
Texas Capital Bank Wealth Management Services
Texas
$1.07B +$81.2M +8% 13.1% 81.9% 229 10.92% 2.4
Abdiel Capital Advisors
2113
Abdiel Capital Advisors
New York
$1.07B +$100M +10% 6.64% 43.7% 8 12.5% 3.6
SlateStone Wealth
2114
SlateStone Wealth
Florida
$1.07B +$73.3M +7% 8.63% 79.1% 302 7.95% 3
Godsey & Gibb Inc
2115
Godsey & Gibb Inc
Virginia
$1.07B +$51.3M +5% 9.5% 87.5% 406 17.24% 1.9
Nicola Wealth Management
2116
Nicola Wealth Management
British Columbia, Canada
$1.07B +$41.4M +4% 14.6% 56.1% 120 20.83% 2.4
Procyon Advisors
2117
Procyon Advisors
Connecticut
$1.07B -$588M -36% 10.3% 92.3% 621 28.5% 2.9
Transamerica Financial Advisors
2118
Transamerica Financial Advisors
Florida
$1.07B +$85.1M +9% 11.3% 77.1% 594 7.07% 3
Camber Capital Management
2119
Camber Capital Management
Massachusetts
$1.07B -$1.75B -62% 10.3% 26.6% 36 41.67% 2.2
Taiyo Life Insurance Company
2120
Taiyo Life Insurance Company
Japan
$1.07B -$50.8M -5% 13.1% 90.5% 11 18.18% 4.6
KWMG LLC
2121
KWMG LLC
Kansas
$1.06B +$82.1M +8% 8.37% 76.2% 150 7.33% 5.9
Dock Street Asset Management
2122
Dock Street Asset Management
Florida
$1.06B +$217M +26% 30.1% 175% 59 20.34% 5.3
Certuity
2123
Certuity
Florida
$1.06B +$110M +12% 14.1% 190% 461 19.52% 2.1
American Securities
2124
American Securities
New York
$1.06B +$264M +33% 29.7% – 1 0% 0.5
China Universal Asset Management Company
2125
China Universal Asset Management Company
China
$1.06B -$12.1M -1% 18% 264% 501 7.78% 2