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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)
Empowered Funds
2126
Empowered Funds
Pennsylvania
$887M +$107M +14% 6.78% 127% 299 51.17% 0.4
Foster Dykema Cabot & Co
2127
Foster Dykema Cabot & Co
Massachusetts
$887M +$84.4M +11% 10.9% 34% 98 10.2% 5
Simcoe Capital Management
2128
Simcoe Capital Management
New York
$887M -$126M -12% 6.29% 48.7% 28 50% 0.6
PKO Investment Management Joint-Stock
2129
PKO Investment Management Joint-Stock
Poland
$887M +$53.4M +6% 10.4% 145% 125 31.2% 2.7
Ally Invest Advisors
2130
Ally Invest Advisors
North Carolina
$886M +$91.4M +11% 3.42% 41.1% 17 0% 2.6
TD Capital Management
2131
TD Capital Management
Tennessee
$886M +$68.4M +8% 5.53% 40.5% 404 12.87% 3.3
BTR Capital Management
2132
BTR Capital Management
California
$886M +$79.6M +10% 11.5% 35% 177 10.17% 4.7
Voya Financial Advisors
2133
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 4.56% 44.8% 274 12.04% 4.4
TrustCore Financial Services
2134
TrustCore Financial Services
Tennessee
$885M -$132M -13% 7.63% 28.3% 1,100 16.09% 2.1
1834 Investment Advisors
2135
1834 Investment Advisors
Wisconsin
$885M +$65M +8% 9.5% 68.7% 515 14.95% 3.5
Makena Capital Management
2136
Makena Capital Management
California
$884M +$292M +49% 13.4% 78.7% 52 26.92% 1
CCMD
2137
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 9.98% 25.6% 210 19.05% 3.3
AL
2138
Arnhold LLC
New York
$883M +$16.1M +2% 6.64% 164% 139 7.91% 2.6
ACM
2139
Aquilo Capital Management
California
$882M +$331M +60% 4.95% 6.84% 16 25% 1.5
CMG
2140
Cavalry Management Group
California
$880M -$125M -12% 18.1% 59.6% 63 60.32% 0.7
Mark Asset Management
2141
Mark Asset Management
New York
$880M -$47M -5% 13.3% 325% 63 36.51% 1.9
Narwhal Capital Management
2142
Narwhal Capital Management
Georgia
$879M +$86.3M +11% 11.9% 109% 174 14.94% 4.1
Johnson & Johnson
2143
Johnson & Johnson
New Jersey
$878M -$262M -23% 15.3% 339% 27 18.52% 0.2
Sapience Investments
2144
Sapience Investments
California
$878M +$36M +4% 5.86% 54.9% 91 6.59% 2.7
HSC
2145
Harbor Spring Capital
New York
$878M -$541M -38% 0.08% – 28 25% 1.8
Cypress Capital
2146
Cypress Capital
Tennessee
$877M +$89.9M +11% 7.95% 43.6% 218 17.43% 0.7
Bell Bank
2147
Bell Bank
North Dakota
$877M +$75.5M +9% 6.02% 71% 184 13.59% 3.8
Coastline Trust
2148
Coastline Trust
Rhode Island
$877M +$72.8M +9% 9.15% 106% 333 4.5% 5.6
WBH Advisory
2149
WBH Advisory
Maryland
$877M +$133M +18% 8.07% 64.5% 317 12.62% 4.6
Lyell Wealth Management
2150
Lyell Wealth Management
California
$876M +$53.9M +7% 8.5% 144% 195 10.77% 2.5