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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)
Quest Investment Management
2176
Quest Investment Management
Oregon
$904M +$8.32M +0.9% 7.33% 105% 94 14.89% 5.5
Suncoast Equity Management
2177
Suncoast Equity Management
Florida
$904M +$51.3M +6% 4.72% 82.9% 74 6.76% 3.4
Caldwell Trust
2178
Caldwell Trust
Florida
$904M +$44.6M +5% 4.64% 87% 724 7.73% 3.7
Fort Baker Capital Management
2179
Fort Baker Capital Management
California
$904M +$169M +23% 0.07% 46.3% 91 30.77% 0.6
Telos Capital Management
2180
Telos Capital Management
California
$902M +$15.3M +2% 2.28% 71.1% 203 9.85% 6
Townsend & Associates
2181
Townsend & Associates
Colorado
$901M +$43.5M +5% 3.04% 58% 106 3.77% 2
Tower Bridge Advisors
2182
Tower Bridge Advisors
Pennsylvania
$900M -$82.8M -8% 2.47% 78.9% 204 12.25% 6.4
Knollwood Investment Advisory
2183
Knollwood Investment Advisory
Maryland
$899M +$346M +62% 5.49% 160% 356 43.54% 0.5
Amplius Wealth Advisors
2184
Amplius Wealth Advisors
Pennsylvania
$899M +$6.63M +0.7% 1.79% 58% 187 15.51% 1.8
Private Capital Advisors
2185
Private Capital Advisors
Connecticut
$898M +$94.9M +12% 11% 132% 96 25% 5.2
Salomon & Ludwin
2186
Salomon & Ludwin
Virginia
$896M -$267M -23% 1.53% 52.6% 856 14.6% 1.2
MBL Wealth
2187
MBL Wealth
North Carolina
$896M +$14.4M +2% 1.71% 52.7% 222 17.12% 1.7
Bank of Nova Scotia Trust
2188
Bank of Nova Scotia Trust
Ontario, Canada
$896M -$33.4M -4% 1.77% 61.4% 146 13.7% 5.7
Prospector Partners
2189
Prospector Partners
Connecticut
$895M -$14.9M -2% 1.92% 53.6% 101 5.94% 4.6
Canyon Capital Advisors
2190
Canyon Capital Advisors
Texas
$895M -$41.4M -4% 0.93% 78% 17 0% 2.5
Petredis Investment Advisors
2191
Petredis Investment Advisors
Pennsylvania
$894M +$60.2M +7% 6.71% 158% 103 3.88% 1.3
Cat Rock Capital Management
2192
Cat Rock Capital Management
Connecticut
$893M +$19.4M +2% 3.02% 66.7% 12 8.33% 2.1
Crewe Advisors
2193
Crewe Advisors
Utah
$892M +$34.3M +4% 1.88% 96.1% 1,057 23.75% 0.9
Symmetry Investments
2194
Symmetry Investments
Jersey
$892M -$780M -47% 4.33% 148% 268 71.27% 0.4
Technology Crossover Management VIII
2195
Technology Crossover Management VIII
California
$892M -$8.03M -0.9% 13.8% 77.9% 6 0% 4.1
PrairieView Partners
2196
PrairieView Partners
Minnesota
$891M +$18.8M +2% 0.25% 34% 417 8.39% 3.4
Magnus Financial Group
2197
Magnus Financial Group
New York
$890M +$47.2M +6% 1.67% 78.2% 338 13.02% 2.8
MV Capital Management
2198
MV Capital Management
Maryland
$889M +$15.2M +2% 2.06% 67.6% 1,037 19.96% 3
Insigneo Advisory Services
2199
Insigneo Advisory Services
Florida
$888M +$46.7M +6% 5.34% 119% 650 27.38% 0.8
Zweig-DiMenna Associates
2200
Zweig-DiMenna Associates
New York
$888M -$257M -22% 10.9% 561% 136 54.41% 1.7