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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)
Landscape Capital Management
2201
Landscape Capital Management
New Jersey
$760M +$25.4M +3% 5.8% 92.5% 827 54.05% 0.6
Simplify Asset Management
2202
Simplify Asset Management
Nevada
$760M +$62.5M +9% 8.27% 45% 142 38.03% 0.6
Towle & Co
2203
Towle & Co
Colorado
$758M +$48M +7% 3.62% 172% 66 22.73% 1.3
Community Bank
2204
Community Bank
New York
$757M +$17.5M +2% 4.72% 73.5% 468 7.91% 5.4
Founders Financial Securities
2205
Founders Financial Securities
Maryland
$757M +$63.9M +9% 4.83% 64.3% 343 13.7% 2
C2C Wealth Management
2206
C2C Wealth Management
Arizona
$757M +$136M +22% 15.2% 77.2% 258 11.63% 1
Circle Wealth Management
2207
Circle Wealth Management
New Jersey
$756M +$64.5M +9% 8.89% 71.8% 167 7.78% 3.5
Minneapolis Portfolio Management Group
2208
Minneapolis Portfolio Management Group
Minnesota
$756M -$10.8M -1% 7.98% 140% 29 6.9% 4.7
Dorsey Asset Management
2209
Dorsey Asset Management
Illinois
$755M -$127M -14% 1.75% 122% 10 10% 3.4
Pura Vida Investments
2210
Pura Vida Investments
New York
$755M -$233M -24% 21.6% 38.3% 104 46.15% 1.1
Biglari Capital Corp
2211
Biglari Capital Corp
Texas
$755M +$36.5M +5% 6.77% 72.7% 13 15.38% 4
Carret Asset Management
2212
Carret Asset Management
New York
$754M +$34.4M +5% 8.09% 94.4% 281 5.69% 6.7
Middleton & Co
2213
Middleton & Co
Massachusetts
$754M +$58.2M +8% 8.49% 81.8% 162 10.49% 5.9
M.D. Sass LLC
2214
M.D. Sass LLC
New York
$754M -$48.2M -6% 8.89% 80.1% 39 38.46% 1.6
MV Capital Management
2215
MV Capital Management
Maryland
$754M +$42M +6% 4.47% 67.6% 706 5.38% 3.6
Hengehold Capital Management
2216
Hengehold Capital Management
Ohio
$753M +$26.4M +4% 4.28% 54.5% 174 8.05% 4.2
Morningstar Investment Management
2217
Morningstar Investment Management
Illinois
$753M +$73.7M +11% 4.23% 48.2% 175 51.43% 0.6
J.V. Bruni & Co
2218
J.V. Bruni & Co
Colorado
$753M +$31.8M +4% 7.13% 97.9% 31 0% 5.2
Fort Baker Capital Management
2219
Fort Baker Capital Management
California
$752M +$270M +56% 1.42% 46.3% 114 25.44% 0.8
WestBridge Capital Management
2220
WestBridge Capital Management
Mauritius
$752M +$104M +16% 16.9% 33.3% 4 25% 1.3
First Ascent Asset Management
2221
First Ascent Asset Management
Colorado
$751M +$75.6M +11% 3.3% 4.15% 73 8.22% 1.6
Telos Capital Management
2222
Telos Capital Management
California
$750M +$33.6M +5% 4.28% 71.1% 196 4.59% 5.4
L & S Advisors
2223
L & S Advisors
California
$750M +$35.4M +5% 12.9% 231% 374 36.63% 1.7
Keel Point
2224
Keel Point
Alabama
$749M +$56.8M +8% 5.57% 76.4% 332 13.25% 2.6
MCM
2225
McKinley Capital Management
Alaska
$748M -$6.42M -0.9% 10.3% 63.3% 169 11.24% 4