We are live on ! Find out more

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)
Jacobus Wealth Management
2126
Jacobus Wealth Management
Wisconsin
$387M +$2.46M +0.6% 0.68% 17.2% 313 9.27% 1.4
Windward Capital Management
2127
Windward Capital Management
California
$387M +$34M +10% 4.6% 78.5% 77 12.99% 1.3
Mitsubishi UFJ Securities (USA)
2128
Mitsubishi UFJ Securities (USA)
New York
$385M +$164M +74% 3.25% – 94 85.11% 0
MUFG Securities EMEA
2129
MUFG Securities EMEA
United Kingdom
$385M +$5.89M +2% 3.25% 114% 125 56.8% 0.4
Partners Group Holding
2130
Partners Group Holding
Switzerland
$385M -$52.5M -12% 2.21% 23.3% 48 31.25% 1.4
CC
2131
Cornerstone Capital
California
$384M +$5.37M +1% 3.71% 91.2% 73 10.96% 1.6
CG
2132
Clinton Group
New York
$384M +$62.8M +20% 1.38% 10.2% 705 70.78% 0.2
BL
2133
Bolton LP
Connecticut
$383M +$58M +18% 4.2% – 173 74.57% 0.3
PT Asset Management
2134
PT Asset Management
Illinois
$383M +$13M +4% 1.93% 7.94% 261 34.48% 0.2
Stadium Capital Management
2135
Stadium Capital Management
Connecticut
$383M -$16.2M -4% 14.5% 10.9% 13 15.38% 1.2
GHP Investment Advisors
2136
GHP Investment Advisors
Colorado
$382M +$18.8M +5% 2.78% 81.4% 280 7.14% 1.5
Hemenway Trust Hemenway Trust
2137
Hemenway Trust Hemenway Trust
New Hampshire
$382M +$47.4M +14% 0.82% 87.2% 222 18.02% 1.2
Park Avenue Securities
2138
Park Avenue Securities
New York
$382M -$21M -5% 1.32% 71% 25 44% 0.2
Heathbridge Capital Management
2139
Heathbridge Capital Management
Ontario, Canada
$381M -$13.5M -3% 1.36% 58.7% 26 7.69% 1.5
Chou Associates Management
2140
Chou Associates Management
Ontario, Canada
$381M -$1.1M -0.3% 0.49% 66.4% 25 8% 1.3
William Harris Investors
2141
William Harris Investors
Illinois
$381M -$6.83M -2% 5.94% 3.28% 94 18.09% 1.3
Cypress Funds
2142
Cypress Funds
California
$381M +$1.04M +0.3% 4.03% 100% 16 18.75% 0.8
ACP
2143
Andalusian Capital Partners
Connecticut
$380M -$46.8M -11% 0.85% – 54 53.7% 0.4
Morgan Dempsey Capital Management
2144
Morgan Dempsey Capital Management
Wisconsin
$380M -$6.93M -2% 2.86% 52.1% 164 9.76% 1.5
Tensile Capital Management
2145
Tensile Capital Management
California
$380M -$15.1M -4% 4.94% 47.7% 20 20% 0.9
HC
2146
HHG & Company
Connecticut
$380M -$38.3M -9% 0.29% 22% 218 40.83% 1.4
Adell Harriman & Carpenter
2147
Adell Harriman & Carpenter
Texas
$380M +$12.9M +4% 1.1% 176% 139 10.07% 1.5
L & S Advisors
2148
L & S Advisors
California
$380M +$60.3M +19% 8.3% 231% 116 62.07% 0.5
Mather Group
2149
Mather Group
Illinois
$380M +$32.6M +9% 4.22% 54.1% 34 26.47% 1
TCOTO
2150
Trust Company of the Ozarks
Missouri
$380M +$20.2M +6% 6.22% – 178 5.62% 1.5