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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
II
2126
INCA Investments
Florida
$497M +$84.5M +20% 2.1% 149% 12 8.33%
SFG
2127
Sather Financial Group
Texas
$497M +$45M +10% 6.58% 61.5% 72 22.22%
GCM
2128
Glynn Capital Management
California
$497M +$33.3M +7% 15% 126% 42 11.9%
SCA
2129
Stonebridge Capital Advisors
Minnesota
$497M +$37.9M +8% 7.06% 64.2% 186 8.6%
CHAM
2130
Clear Harbor Asset Management
Connecticut
$496M -$39.3M -7% 6.59% 71.8% 290 22.41%
DP
2131
Dundas Partners
United Kingdom
$495M +$202M +69% 6.84% 60.9% 36 11.11%
KFM
2132
KG Funds Management
New York
$495M +$43.7M +10% 10.2% 45.8% 9 22.22%
CQS
2133
Credential Qtrade Securities
$494M 5.08% 27.7% 288
CPI
2134
Crestview Partners III
New York
$494M +$51.2M +12% 9.24% 5.73% 2 0%
MWM
2135
Modera Wealth Management
New Jersey
$494M +$19.4M +4% 2.54% 57.5% 147 10.88%
KWM
2136
Kingsview Wealth Management
Oregon
$493M +$74.4M +18% 5.92% 55.8% 470 33.19%
LWA
2137
Lenox Wealth Advisors
New York
$492M +$39.7M +9% 3.98% 35.7% 599 36.23%
AACA
2138
American Assets Capital Advisers
California
$492M -$31.9M -6% 4.52% 73.5% 28 17.86%
EAM
2139
Evanson Asset Management
California
$492M -$12.2M -2% 1.95% 66.6% 257 9.73%
SAM
2140
Strategy Asset Managers
California
$492M +$18.7M +4% 7.73% 88.1% 162 44.44%
CG
2141
Caprock Group
Idaho
$492M +$19M +4% 7.37% 477 22.01%
CIP
2142
Convergence Investment Partners
Florida
$491M -$226M -32% 8.78% 199% 383 41.25%
PTC
2143
Private Trust Company
Ohio
$490M +$28.8M +6% 7.02% 63.1% 395 11.9%
WIC
2144
Whitegate Investment Counselors
New Hampshire
$490M +$723K +0.1% 7.13% 40.3% 198 12.63%
AP
2145
Archon Partners
New Jersey
$490M +$28.2M +6% 10.4% 88.8% 56 8.93%
ICP
2146
Ironvine Capital Partners
Nebraska
$490M +$42.5M +10% 7.97% 51.8% 70 14.29%
VFM
2147
Viking Fund Management
North Dakota
$489M -$31.4M -6% 1.89% 104% 136 13.97%
KA
2148
Klingman & Associates
New York
$489M +$23.9M +5% 4.54% 47.1% 107 6.54%
PV
2149
Private Vista
Illinois
$488M +$55.8M +13% 3.68% 10.1% 157 6.37%
HI
2150
Handelsinvest Investeringsforvaltning
Denmark
$488M +$33.4M +7% 7.62% 37.9% 116 17.24%