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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)
Sound Point Capital Management
2151
Sound Point Capital Management
New York
$419M +$60.3M +17% 8.81% 61.5% 34 35.29% 0.6
AIA Group
2152
AIA Group
Hong Kong
$419M +$340M +431% 16.9% 82.6% 21 23.81% 1
MAM
2153
Marketfield Asset Management
New York
$418M -$85.9M -17% 10.2% 61.5% 45 8.89% 1.7
Steel Partners Holdings
2154
Steel Partners Holdings
New York
$418M +$57.2M +16% 11.7% – 9 22.22% 2.2
BC
2155
Bruce & Co
Illinois
$418M +$34.7M +9% 5.6% 94.5% 50 6% 2.8
PC
2156
Precocity Capital
Connecticut
$417M +$79.6M +24% 5.15% – 56 62.5% 0.1
FPFS
2157
First Personal Financial Services
North Carolina
$417M +$37.2M +10% 7.73% 31.5% 973 16.14% 1
SeaBridge Investment Advisors
2158
SeaBridge Investment Advisors
New Jersey
$417M +$400K +0.1% 5.17% 128% 289 24.22% 2
Whitegate Investment Counselors
2159
Whitegate Investment Counselors
New Hampshire
$416M +$42.5M +11% 4.36% 48% 176 10.8% 2.3
TGCM
2160
Tukman Grossman Capital Management
California
$415M -$563M -58% 4.01% 21.1% 18 0% 3.4
USA Financial Formulas
2161
USA Financial Formulas
Michigan
$415M +$13.1M +3% 11.3% 104% 384 75.78% 0.2
Sand Grove Capital Management
2162
Sand Grove Capital Management
United Kingdom
$415M +$209M +101% 11.3% 410% 27 77.78% 0.2
First Reserve GP XIII
2163
First Reserve GP XIII
Connecticut
$414M – – 2.88% 5.56% 1 – 0
Abdiel Capital Advisors
2164
Abdiel Capital Advisors
New York
$414M +$70.8M +21% 36.2% 43.7% 5 0% 1.2
Hourglass Capital
2165
Hourglass Capital
Texas
$414M +$10.5M +3% 3.82% 89.6% 114 8.77% 2.6
Girard Partners
2166
Girard Partners
Pennsylvania
$414M +$69.1M +20% 5.77% 25.7% 240 12.92% 1.9
Brighton Jones LLC
2167
Brighton Jones LLC
Washington
$413M +$148M +56% 10.8% 97.9% 154 70.78% 1.6
LCM
2168
Lomas Capital Management
New York
$413M -$39.5M -9% 9.33% 66.3% 46 60.87% 0.5
Phillips Financial Management
2169
Phillips Financial Management
Indiana
$413M +$13.1M +3% 2.94% 45.6% 70 7.14% 3
Zuckerman Investment Group
2170
Zuckerman Investment Group
Illinois
$412M +$3.93M +1% 2.26% 111% 62 14.52% 1.9
Merriman Wealth Management
2171
Merriman Wealth Management
Washington
$411M +$45.1M +12% 2.81% 18.3% 152 32.89% 0.6
Beese Fulmer Investment Management
2172
Beese Fulmer Investment Management
Ohio
$411M +$23.5M +6% 5.63% 113% 184 8.7% 2.5
SG Capital Management
2173
SG Capital Management
Illinois
$410M -$191M -32% 11.1% 250% 102 87.25% 0.1
Arrow Financial
2174
Arrow Financial
New York
$410M +$6.78M +2% 3.93% 66.5% 353 2.83% 2.9
Mechanics Bank - Trust Department
2175
Mechanics Bank - Trust Department
California
$409M -$3.63M -0.9% 4.29% 76.8% 171 5.85% 2.3