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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)
Nationwide Fund Advisors
2151
Nationwide Fund Advisors
Ohio
$923M +$20.6M +2% 0.36% 34.1% 5 0% 3.7
J.M. Forbes & Co
2152
J.M. Forbes & Co
Massachusetts
$923M +$62M +7% 11.6% 112% 132 4.55% 5.8
AltraVue Capital
2153
AltraVue Capital
Washington
$922M +$55M +6% 8.99% 221% 27 3.7% 3.2
Chai Trust Company
2154
Chai Trust Company
Illinois
$922M -$270M -23% 0.54% 12.7% 14 7.14% 4.8
Morningstar Investment Management
2155
Morningstar Investment Management
Illinois
$922M +$51.9M +6% 6.53% 48.2% 208 8.65% 1.1
Quantum Capital Management (New Jersey)
2156
Quantum Capital Management (New Jersey)
New Jersey
$919M +$69.3M +8% 10.3% 22.7% 33 9.09% 5.3
Fiduciary Group
2157
Fiduciary Group
Georgia
$918M +$64.3M +8% 7.44% 67.1% 270 5.19% 5.3
Aveo Capital Partners
2158
Aveo Capital Partners
Colorado
$917M +$88.4M +11% 5.93% 19.1% 398 24.12% 1.9
Fairmount Funds Management
2159
Fairmount Funds Management
Pennsylvania
$917M -$29.1M -3% 50.8% 2,136% 18 27.78% 1.7
Freedom Together Foundation
2160
Freedom Together Foundation
New York
$916M -$16.6M -2% 5.88% – 26 11.54% 0.3
KCM
2161
Kingdon Capital Management
New York
$916M +$117M +15% 24.8% 217% 113 61.06% 0.7
Howard Capital Management
2162
Howard Capital Management
Georgia
$915M +$106M +13% 10.3% 144% 86 36.05% 1.3
Sawgrass Asset Management
2163
Sawgrass Asset Management
Florida
$914M +$26.9M +3% 8.65% 108% 210 14.29% 1.4
KWMG LLC
2164
KWMG LLC
Kansas
$914M +$60.1M +7% 6.83% 76.2% 138 8.7% 5.8
Scopia Capital Management
2165
Scopia Capital Management
New York
$914M +$105M +13% 10.6% 58.7% 41 46.34% 1.2
Tensile Capital Management
2166
Tensile Capital Management
California
$914M +$58.5M +7% 13% 47.7% 19 5.26% 3.1
Ikarian Capital
2167
Ikarian Capital
Texas
$912M -$156M -15% 73.1% 5,184% 190 56.32% 0.6
Ironvine Capital Partners
2168
Ironvine Capital Partners
Nebraska
$912M +$78.1M +9% 7.37% 58.8% 45 2.22% 4.7
SNS Financial Group
2169
SNS Financial Group
Minnesota
$912M +$67.6M +8% 5.74% 54.2% 196 7.14% 4.9
Strategic Wealth Partners
2170
Strategic Wealth Partners
Ohio
$911M +$100M +12% 7.13% – 311 22.19% 2.5
Texas Capital Bank Wealth Management Services
2171
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 11.5% 81.9% 231 23.81% 2.2
Clough Capital Partners
2172
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 13.1% 175% 205 49.27% 1.1
Prospector Partners
2173
Prospector Partners
Connecticut
$909M +$109M +14% 10.6% 53.6% 104 15.38% 4.4
Progeny 3 Inc
2174
Progeny 3 Inc
Washington
$909M +$102M +13% 6.81% 96.8% 27 18.52% 1.8
Proficio Capital Partners
2175
Proficio Capital Partners
Massachusetts
$908M +$100M +12% 11% 97% 346 19.08% 2.6