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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)
Anchor Investment Management
2101
Anchor Investment Management
South Carolina
$1.23B +$23.4M +2% 3.13% 75.1% 1,086 5.8% 5.7
49 Wealth Management
2102
49 Wealth Management
Texas
$1.23B +$168M +16% 1.48% – 224 23.21% 1.1
Compass Rose Asset Management
2103
Compass Rose Asset Management
New York
$1.23B +$631M +105% 1.58% 41% 33 66.67% 0.2
Park Presidio Capital
2104
Park Presidio Capital
California
$1.23B +$79.5M +7% 4.54% 94.1% 15 0% 4.5
Aquamarine Financial
2105
Aquamarine Financial
$1.23B +$254M +26% 31.5% – 13 15.38% 0.2
Mangrove Partners
2106
Mangrove Partners
Connecticut
$1.23B -$126M -9% 11.1% 185% 461 80.91% 0.2
XML Financial
2107
XML Financial
Maryland
$1.23B -$2.58M -0.2% 2.47% 77.9% 462 19.48% 3
Clear Creek Financial Management
2108
Clear Creek Financial Management
Washington
$1.23B +$71M +6% 2.25% 86.1% 621 16.26% 2
Waycross Partners
2109
Waycross Partners
Kentucky
$1.22B +$59.6M +5% 3.48% 87.7% 99 9.09% 2.5
QV Investors
2110
QV Investors
Alberta, Canada
$1.22B +$66.7M +6% 6.09% 68.3% 68 13.24% 4.1
WM
2111
WS Management
Florida
$1.22B +$302M +33% 21% 309% 55 30.91% 4.1
Coliseum Capital Management
2112
Coliseum Capital Management
Connecticut
$1.22B +$197M +19% 0.71% 41.1% 14 28.57% 2.2
Hartford Funds Management
2113
Hartford Funds Management
Pennsylvania
$1.22B +$53.5M +5% 1.14% 26.8% 102 11.76% 2
Two Creeks Capital Management
2114
Two Creeks Capital Management
New York
$1.22B -$171M -12% 2.49% 38.8% 30 30% 2.3
Parsifal Capital Management
2115
Parsifal Capital Management
Connecticut
$1.22B +$145M +13% 15.7% 154% 22 45.45% 1.1
Brown Capital Management
2116
Brown Capital Management
Maryland
$1.22B -$1.21B -50% 1.22% 107% 58 12.07% 5
RKL Wealth Management
2117
RKL Wealth Management
Pennsylvania
$1.22B +$45.1M +4% 2.55% 76.8% 187 6.95% 5.3
HMI Capital Management
2118
HMI Capital Management
California
$1.22B -$514M -30% 3.97% 5.95% 14 42.86% 1.6
Cardiff Park Advisors
2119
Cardiff Park Advisors
California
$1.22B -$87.1M -7% 1.52% 88.6% 395 15.7% 3.1
First Financial Bank - Trust Division
2120
First Financial Bank - Trust Division
Ohio
$1.22B +$46.6M +4% 2.43% 68.6% 219 9.59% 7.5
One Day In July LLC
2121
One Day In July LLC
Vermont
$1.22B +$35.1M +3% 1.28% 48.2% 151 11.92% 3.2
Summit Financial Strategies
2122
Summit Financial Strategies
Ohio
$1.22B +$50.3M +4% 1.76% 59.4% 175 14.86% 4.1
Callahan Advisors
2123
Callahan Advisors
Texas
$1.22B +$39.3M +3% 4.44% 87.7% 184 14.13% 5.8
Jay A. Fishman Ltd
2124
Jay A. Fishman Ltd
Michigan
$1.22B +$49.3M +4% 6.07% 119% 84 5.95% 7.1
Traphagen Investment Advisors
2125
Traphagen Investment Advisors
New Jersey
$1.22B +$53.3M +5% 1.26% 65.8% 205 10.73% 3.6