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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)
10-15 Associates
2201
10-15 Associates
New York
$291M +$50.6M +21% 6.69% 33% 98 16.33% 0.4
SFMG Wealth Advisors
2202
SFMG Wealth Advisors
Texas
$291M +$41.4M +17% 7.91% 76.1% 82 18.29% 0.4
BW Gestao de Investimentos
2203
BW Gestao de Investimentos
Brazil
$290M – – 6.75% 95.1% 60 – 0
Rail-Splitter Capital Management
2204
Rail-Splitter Capital Management
Illinois
$290M +$55.1M +23% 15% 64.1% 46 26.09% 0.4
TBA
2205
Train Babcock Advisors
New York
$290M +$23.7M +9% 9.04% 41.9% 129 6.98% 0.5
Tetrad Corporation
2206
Tetrad Corporation
Nebraska
$290M +$11.9M +4% 4.51% 45.6% 11 0% 0.5
TA Associates
2207
TA Associates
Massachusetts
$290M -$37.9M -12% 2.38% – 2 0% 0.5
Braver Wealth Management
2208
Braver Wealth Management
Massachusetts
$289M -$497K -0.2% 7.56% 20.4% 83 18.07% 0.4
Sagard Capital Partners Management
2209
Sagard Capital Partners Management
New York
$289M -$12.9M -4% 6.73% 37.4% 12 33.33% 0.5
AGF Investments America
2210
AGF Investments America
Ontario, Canada
$289M +$5.06M +2% 6.12% 72.1% 82 14.63% 0.4
SFSIG
2211
San Francisco Sentry Investment Group
California
$289M +$24M +9% 7.21% 436% 714 13.03% 0.4
Capital Z Partners Management
2212
Capital Z Partners Management
New York
$289M -$10M -3% 1.6% 48.2% 2 0% 0.5
First Western Capital Management
2213
First Western Capital Management
California
$289M – – 10.5% 43% 130 – 0
LA
2214
Leonetti & Associates
Illinois
$288M +$14M +5% 8.72% 49.5% 42 26.19% 0.4
Equinox Fund Management
2215
Equinox Fund Management
Colorado
$288M -$104M -27% 0.13% – 4 0% 0.5
Windward Capital Management
2216
Windward Capital Management
California
$288M +$32.9M +13% 15% 78.5% 65 4.62% 0.5
Quantum Capital Management (New Jersey)
2217
Quantum Capital Management (New Jersey)
New Jersey
$288M +$38.3M +15% 7.92% 22.7% 46 13.04% 0.4
Hartline Investment Corp
2218
Hartline Investment Corp
Illinois
$288M +$32.5M +13% 11.4% 201% 108 10.19% 0.5
RIT Capital Partners
2219
RIT Capital Partners
United Kingdom
$288M +$27.4M +11% 9.56% 71.4% 14 21.43% 0.4
CM
2220
Capital Management
Virginia
$288M +$29.2M +11% 7.81% 52.5% 80 11.25% 0.4
SCM
2221
Stonehill Capital Management
New York
$288M -$26.4M -8% 13.7% 117% 11 45.45% 0.3
JWBC
2222
J.W. Burns & Co
New York
$288M +$26.7M +10% 9.62% 95.4% 154 4.55% 0.5
Brevan Howard Capital Management
2223
Brevan Howard Capital Management
Jersey
$288M +$73.4M +34% 1.06% 148% 40 62.5% 0.3
Baker Ellis Asset Management
2224
Baker Ellis Asset Management
Washington
$288M +$22.5M +8% 6.93% 91.9% 253 5.14% 0.5
Hengehold Capital Management
2225
Hengehold Capital Management
Ohio
$287M +$36.9M +15% 6.39% 54.5% 86 18.6% 0.4