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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
KFS
2151
Kurt F. Somerville
$500M +$46.5M +10% 9.98% 92.9% 111 10.81%
SFI
2152
SPC Financial Inc
Maryland
$500M +$41.6M +9% 5.51% 65.1% 138 10.87%
PIMJS
2153
PKO Investment Management Joint-Stock
Poland
$499M +$20.3M +4% 7.93% 125% 99 11.11%
PCG
2154
Private Capital Group
Connecticut
$499M +$37M +8% 5.7% 30.1% 2,506 9.38%
LWMT
2155
Legacy Wealth Management (Tennessee)
Tennessee
$499M +$73.2M +17% 5.7% 46.9% 13 7.69%
MRCP
2156
Manor Road Capital Partners
New York
$498M -$142M -22% 7.88% 78.3% 17 47.06%
SGM
2157
Skye Global Management
Florida
$498M +$33.8M +7% 13.5% 77.8% 56 67.86%
II
2158
INCA Investments
Florida
$497M +$84.5M +20% 2.1% 128% 12 8.33%
SFG
2159
Sather Financial Group
Texas
$497M +$45M +10% 6.58% 70% 72 22.22%
GCM
2160
Glynn Capital Management
California
$497M +$33.3M +7% 15% 218% 42 11.9%
SCA
2161
Stonebridge Capital Advisors
Minnesota
$497M +$37.9M +8% 7.06% 80.1% 186 8.6%
CHAM
2162
Clear Harbor Asset Management
Connecticut
$496M -$39.3M -7% 6.59% 98.6% 290 22.41%
DP
2163
Dundas Partners
United Kingdom
$495M +$202M +69% 6.84% 87.6% 36 11.11%
KFM
2164
KG Funds Management
New York
$495M +$43.7M +10% 10.2% 45.8% 9 22.22%
CQS
2165
Credential Qtrade Securities
$494M 5.08% 27.7% 288
CPI
2166
Crestview Partners III
New York
$494M +$51.2M +12% 9.24% 51.2% 2 0%
MWM
2167
Modera Wealth Management
New Jersey
$494M +$19.4M +4% 2.54% 68.2% 147 10.88%
KWM
2168
Kingsview Wealth Management
Oregon
$493M +$74.4M +18% 5.92% 71.5% 470 33.19%
LWA
2169
Lenox Wealth Advisors
New York
$492M +$39.7M +9% 3.98% 35.7% 599 36.23%
AACA
2170
American Assets Capital Advisers
California
$492M -$31.9M -6% 4.52% 73.5% 28 17.86%
EAM
2171
Evanson Asset Management
California
$492M -$12.2M -2% 1.95% 66.6% 257 9.73%
SAM
2172
Strategy Asset Managers
California
$492M +$18.7M +4% 7.73% 108% 162 44.44%
CG
2173
Caprock Group
Idaho
$492M +$19M +4% 7.37% 477 22.01%
CIP
2174
Convergence Investment Partners
Florida
$491M -$226M -32% 8.78% 284% 383 41.25%
PTC
2175
Private Trust Company
Ohio
$490M +$28.8M +6% 7.02% 79.6% 395 11.9%