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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)
KFS
2151
Kurt F. Somerville
$500M +$46.5M +10% 9.98% 92.9% 111 10.81% 3.7
SPC Financial Inc
2152
SPC Financial Inc
Maryland
$500M +$41.6M +9% 5.51% 65.1% 138 10.87% 2.5
PKO Investment Management Joint-Stock
2153
PKO Investment Management Joint-Stock
Poland
$499M +$20.3M +4% 7.93% 145% 99 11.11% 1.9
Private Capital Group
2154
Private Capital Group
Connecticut
$499M +$37M +8% 5.7% 30.1% 2,506 9.38% 0.6
Legacy Wealth Management (Tennessee)
2155
Legacy Wealth Management (Tennessee)
Tennessee
$499M +$73.2M +17% 5.7% 50.4% 13 7.69% 3.2
MRCP
2156
Manor Road Capital Partners
New York
$498M -$142M -22% 7.88% 78.3% 17 47.06% 1.1
Skye Global Management
2157
Skye Global Management
Florida
$498M +$33.8M +7% 13.5% 77.8% 56 67.86% 0.2
INCA Investments
2158
INCA Investments
Florida
$497M +$84.5M +20% 2.1% 128% 12 8.33% 2.3
SFG
2159
Sather Financial Group
Texas
$497M +$45M +10% 6.58% 70% 72 22.22% 3
Glynn Capital Management
2160
Glynn Capital Management
California
$497M +$33.3M +7% 15% 252% 42 11.9% 3.7
Stonebridge Capital Advisors
2161
Stonebridge Capital Advisors
Minnesota
$497M +$37.9M +8% 7.06% 80.1% 186 8.6% 3.2
Clear Harbor Asset Management
2162
Clear Harbor Asset Management
Connecticut
$496M -$39.3M -7% 6.59% 98.6% 290 22.41% 2.8
Dundas Partners
2163
Dundas Partners
United Kingdom
$495M +$202M +69% 6.84% 87.6% 36 11.11% 0.5
KG Funds Management
2164
KG Funds Management
New York
$495M +$43.7M +10% 10.2% 45.8% 9 22.22% 1.5
Credential Qtrade Securities
2165
Credential Qtrade Securities
$494M – – 5.08% 27.7% 288 – 0
Crestview Partners III
2166
Crestview Partners III
New York
$494M +$51.2M +12% 9.24% 51.2% 2 0% 0.8
Modera Wealth Management
2167
Modera Wealth Management
New Jersey
$494M +$19.4M +4% 2.54% 68.2% 147 10.88% 2.8
Kingsview Wealth Management
2168
Kingsview Wealth Management
Oregon
$493M +$74.4M +18% 5.92% 71.5% 470 33.19% 0.9
Lenox Wealth Advisors
2169
Lenox Wealth Advisors
New York
$492M +$39.7M +9% 3.98% 35.7% 599 36.23% 1.1
American Assets Capital Advisers
2170
American Assets Capital Advisers
California
$492M -$31.9M -6% 4.52% 73.5% 28 17.86% 2.5
Evanson Asset Management
2171
Evanson Asset Management
California
$492M -$12.2M -2% 1.95% 66.6% 257 9.73% 3
Strategy Asset Managers
2172
Strategy Asset Managers
California
$492M +$18.7M +4% 7.73% 115% 162 44.44% 1.9
Caprock Group
2173
Caprock Group
Idaho
$492M +$19M +4% 7.37% – 477 22.01% 1.6
Convergence Investment Partners
2174
Convergence Investment Partners
Florida
$491M -$226M -32% 8.78% 284% 383 41.25% 1.3
Private Trust Company
2175
Private Trust Company
Ohio
$490M +$28.8M +6% 7.02% 87.7% 395 11.9% 3.1