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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)
Jay A. Fishman Ltd
2226
Jay A. Fishman Ltd
Michigan
$916M -$151M -14% 8.13% 119% 90 15.56% 6.9
Cannae Holdings
2227
Cannae Holdings
Nevada
$916M -$305M -25% 24.1% 88.6% 5 0% 3.2
Private Capital Management (Florida)
2228
Private Capital Management (Florida)
Florida
$914M -$40.4M -4% 6.04% 118% 169 25.44% 2.4
Nilsine Partners
2229
Nilsine Partners
Colorado
$912M -$21.5M -2% 0.91% 128% 391 15.35% 1.5
Webster Bank
2230
Webster Bank
Connecticut
$910M -$21.1M -2% 2.76% 77.5% 601 11.48% 6
Amica Mutual Insurance
2231
Amica Mutual Insurance
Rhode Island
$908M -$67.7M -7% 0.01% 80.4% 140 7.14% 4.3
SOL Capital Management
2232
SOL Capital Management
Maryland
$907M +$9.05M +1% 2.2% 56.6% 310 5.81% 7
MPM
2233
MBB Public Markets
Illinois
$907M -$171M -16% 0.98% 50.3% 560 90.18% 0.2
Wealth Architects
2234
Wealth Architects
California
$906M +$20.5M +2% 0.45% 85.1% 235 11.06% 5.1
Matrix Asset Advisors
2235
Matrix Asset Advisors
New York
$906M -$9.35M -1% 1.46% 84.9% 116 14.66% 4.8
Voya Financial Advisors
2236
Voya Financial Advisors
Connecticut
$906M -$13.1M -1% 0.46% 44.8% 237 14.35% 5.8
Fort Point Capital Partners
2237
Fort Point Capital Partners
California
$906M -$11.9M -1% 2.81% 62.2% 333 18.02% 3.5
Knollwood Investment Advisory
2238
Knollwood Investment Advisory
Maryland
$905M -$51.2M -5% 2.97% 160% 363 4.68% 1.2
Miller Investment Management
2239
Miller Investment Management
Pennsylvania
$904M -$9.6M -1% 0.21% 60.2% 102 6.86% 6.4
DCM
2240
Dupont Capital Management
Delaware
$903M -$170M -16% 3.4% 100% 118 5.08% 4.4
Nadler Financial Group
2241
Nadler Financial Group
Illinois
$903M -$46.6M -5% 3.63% 81.8% 133 10.53% 5.8
Grandeur Peak Global Advisors
2242
Grandeur Peak Global Advisors
Utah
$902M -$225M -20% 9.97% 96% 131 18.32% 2.8
Graham Holdings Company
2243
Graham Holdings Company
Virginia
$901M +$48.6M +6% 7.78% 95.1% 5 0% 3.2
Harvey Investment Company
2244
Harvey Investment Company
Kentucky
$901M +$34.9M +4% 5.53% 56.4% 103 2.91% 8.2
American National Bank & Trust
2245
American National Bank & Trust
Texas
$901M +$5.31M +0.6% 0.19% 102% 665 32.18% 2.8
Falcon Wealth Planning
2246
Falcon Wealth Planning
California
$900M +$2.72M +0.3% 2.04% 52.7% 174 13.79% 2.2
Common Fund For Nonprofit Organizations
2247
Common Fund For Nonprofit Organizations
Connecticut
$899M +$11.3M +1% 4.07% 70.8% 25 20% 1.4
Wellspring Financial Advisors
2248
Wellspring Financial Advisors
Ohio
$899M -$58.3M -6% 1.51% 77.2% 151 10.6% 2.8
Royal Fund Management
2249
Royal Fund Management
Florida
$899M -$173M -16% 1.09% 103% 363 30.03% 2.8
LVM Capital Management
2250
LVM Capital Management
Michigan
$898M -$31.7M -3% 1.74% 121% 165 14.55% 6.4