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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)
Towle & Co
2201
Towle & Co
Colorado
$710M -$37.6M -5% 7.03% 172% 73 28.77% 1.2
Cat Rock Capital Management
2202
Cat Rock Capital Management
Connecticut
$710M +$166M +31% 25.8% 66.7% 12 8.33% 2.1
Isthmus Partners
2203
Isthmus Partners
Wisconsin
$709M +$43.5M +7% 6.21% 73.7% 172 9.3% 3.2
Cypress Funds
2204
Cypress Funds
California
$708M +$134M +23% 26.4% 100% 14 7.14% 3
CenterBook Partners
2205
CenterBook Partners
Connecticut
$707M +$100M +17% 10.7% 59.2% 485 45.36% 0.6
CCM Investment Advisers
2206
CCM Investment Advisers
South Carolina
$706M +$76.8M +12% 10.3% 170% 75 13.33% 4.3
Endurance Wealth Management
2207
Endurance Wealth Management
Rhode Island
$706M +$42.3M +6% 6.96% 59% 675 5.63% 5
Sentinel Trust
2208
Sentinel Trust
Texas
$704M +$64.3M +10% 5.93% 93.3% 135 26.67% 2
AP
2209
Arlington Partners
Alabama
$703M +$72.1M +11% 2.28% 46.4% 610 40.49% 1.4
Murchinson
2210
Murchinson
Ontario, Canada
$703M -$54.7M -7% 1.21% 107% 62 54.84% 0.4
Engaged Capital
2211
Engaged Capital
California
$703M +$111M +19% 13.1% 26.2% 11 27.27% 2.7
AH
2212
Allen Holding
New York
$702M -$2.2M -0.3% 0.34% 185% 15 0% 5.2
Azzad Asset Management
2213
Azzad Asset Management
Virginia
$701M +$68.5M +11% 12.3% 101% 333 11.41% 3.8
BW Gestao de Investimentos
2214
BW Gestao de Investimentos
Brazil
$701M +$31.2M +5% 6.86% 95.1% 88 52.27% 0.8
Alpine Investment Management
2215
Alpine Investment Management
Hong Kong
$700M +$193M +38% 11% 33.7% 21 80.95% 0.1
Quadratic Capital Management
2216
Quadratic Capital Management
Connecticut
$700M -$150M -18% 3.8% 0.6% 2 0% 1.9
Royal Fund Management
2217
Royal Fund Management
Florida
$699M +$70.2M +11% 6.46% 103% 293 18.77% 2.6
Logos Global Management
2218
Logos Global Management
California
$699M -$155M -18% 7.44% 1,585% 52 40.38% 0.8
Global Strategic Investment Solutions
2219
Global Strategic Investment Solutions
Arizona
$698M -$809M -54% 5.97% 56.8% 142 15.49% 2.3
Te Ahumairangi Investment Management
2220
Te Ahumairangi Investment Management
New Zealand
$698M +$58.2M +9% 6.63% 55.5% 93 6.45% 2.2
Phocas Financial Corp
2221
Phocas Financial Corp
California
$698M +$3.33M +0.5% 5.59% – 338 49.7% 2.8
Amplius Wealth Advisors
2222
Amplius Wealth Advisors
Pennsylvania
$697M +$70.8M +11% 6.84% 58% 175 11.43% 0.9
KMG Fiduciary Partners
2223
KMG Fiduciary Partners
Ohio
$697M +$88.1M +14% 8.66% 114% 248 18.15% 2.3
Simplify Asset Management
2224
Simplify Asset Management
Nevada
$697M +$48.1M +7% 4.37% 48.4% 140 59.29% 0.5
Greenwood Capital Associates
2225
Greenwood Capital Associates
South Carolina
$697M +$87.2M +14% 5.14% 87.7% 261 28.74% 2.4