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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)
University of Notre Dame du Lac
2201
University of Notre Dame du Lac
Indiana
$400M +$150M +60% 10.8% – 86 68.6% 0.4
Hengistbury Investment Partners
2202
Hengistbury Investment Partners
United Kingdom
$399M -$32M -7% 10.7% 108% 6 50% 0.9
Modera Wealth Management
2203
Modera Wealth Management
New Jersey
$399M +$103M +35% 4.31% 68.2% 122 18.03% 2
Berkshire Partners
2204
Berkshire Partners
Massachusetts
$399M -$52.2M -12% 11.6% 79% 1 0% 3.8
Waldron Private Wealth
2205
Waldron Private Wealth
Pennsylvania
$398M +$107M +37% 5.45% 68.7% 235 40.85% 1.3
Legacy Wealth Management (Tennessee)
2206
Legacy Wealth Management (Tennessee)
Tennessee
$398M +$17.4M +5% 4.75% 50.4% 79 87.34% 2.4
MRCM
2207
M&R Capital Management
New Jersey
$398M +$27.8M +8% 6.15% 52.6% 605 9.42% 1.4
AIS
2208
AlphaOne Investment Services
Pennsylvania
$398M +$37.1M +10% 5.43% 77.1% 118 27.12% 1.7
AGF Investments LLC
2209
AGF Investments LLC
Ontario, Canada
$397M +$19.1M +5% 5.47% 28.5% 828 24.15% 0.2
Oak Hill Capital Management
2210
Oak Hill Capital Management
New York
$397M -$8.33M -2% 26% 1.19% 4 25% 0.8
Glendon Capital Management
2211
Glendon Capital Management
California
$396M +$55.4M +16% 1.39% 142% 26 3.85% 1.6
CCM
2212
Cohen Capital Management
California
$396M +$28.8M +8% 4.62% 91.5% 280 55.36% 1.4
EcoR1 Capital
2213
EcoR1 Capital
California
$396M +$81.5M +26% 45.7% 310% 45 57.78% 0.5
IFM Investors
2214
IFM Investors
Australia
$396M +$183M +86% 6.39% 147% 444 34.68% 0.2
Zevin Asset Management
2215
Zevin Asset Management
Massachusetts
$395M +$11.9M +3% 6.52% 71.7% 126 12.7% 2.4
SAM
2216
Senzar Asset Management
New York
$395M +$17.6M +5% 17.4% 0.75% 40 55% 0.9
Tompkins Financial
2217
Tompkins Financial
New York
$394M +$12.4M +3% 3.73% 84.4% 390 8.97% 2.7
Engaged Capital
2218
Engaged Capital
California
$394M +$87.4M +29% 2.5% 26.2% 18 33.33% 1.2
PCM
2219
Perritt Capital Management
Illinois
$394M -$18.9M -5% 0.16% 80.9% 239 14.64% 2.5
Jaffetilchin Investment Partners
2220
Jaffetilchin Investment Partners
Florida
$393M +$57.9M +17% 6.12% 88.1% 290 29.66% 0.8
CCMD
2221
Cypress Capital Management (Delaware)
Delaware
$393M +$13.8M +4% 5.31% 25.6% 120 15% 1.4
Accident Compensation Corp
2222
Accident Compensation Corp
New Zealand
$393M +$12.2M +3% 4.85% 24.6% 123 8.94% 1
HLC
2223
Hunt Lane Capital
New York
$393M +$121M +44% 13.8% 3.59% 17 64.71% 0.3
Baltimore-Washington Financial Advisors
2224
Baltimore-Washington Financial Advisors
Maryland
$393M +$27.5M +8% 7.03% 80.6% 78 15.38% 2.4
Halbert Hargrove Global Advisors
2225
Halbert Hargrove Global Advisors
California
$393M +$32.4M +9% 5.27% 68.2% 85 21.18% 2.5