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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)
Stonebridge Capital Advisors
2251
Stonebridge Capital Advisors
Minnesota
$407M +$25.6M +7% 5.2% 80.1% 185 14.05% 2.5
Fort LP
2252
Fort LP
Maryland
$407M +$5.76M +1% 0.71% 56.8% 53 30.19% 1.2
Klingman & Associates
2253
Klingman & Associates
New York
$406M +$31.4M +8% 1.79% 64.9% 100 11% 2.2
Alphadyne Asset Management
2254
Alphadyne Asset Management
New York
$406M +$38.1M +10% 5.14% 159% 25 80% 0.1
Newfoundland Capital Management
2255
Newfoundland Capital Management
Brazil
$404M +$153M +61% 12.8% 49.5% 42 61.9% 0.3
SPC Financial Inc
2256
SPC Financial Inc
Maryland
$404M +$26.5M +7% 5.23% 65.1% 123 15.45% 2
Narwhal Capital Management
2257
Narwhal Capital Management
Georgia
$403M +$17.8M +5% 3.83% 93.8% 150 7.33% 2.6
NatWest Group
2258
NatWest Group
United Kingdom
$403M -$28.8M -7% 6.39% 207% 104 12.5% 2.8
Howard Hughes Medical Institute
2259
Howard Hughes Medical Institute
Maryland
$403M -$146M -27% 4.99% 70.9% 159 83.02% 1.8
Dow Chemical Company
2260
Dow Chemical Company
Michigan
$402M -$561M -58% 1.9% 29.4% 29 31.03% 2.9
Crestview Partners II
2261
Crestview Partners II
New York
$402M +$77.9M +24% 25.1% 157% 4 0% 2.4
CBT
2262
Central Bank & Trust
Kentucky
$402M +$17.1M +4% 4.77% 118% 278 6.12% 3.2
Greenwood Capital Associates
2263
Greenwood Capital Associates
South Carolina
$402M +$17.5M +5% 5.3% 81.3% 232 28.02% 1.4
Apriem Advisors
2264
Apriem Advisors
California
$402M +$24.7M +7% 3.79% 74.3% 165 21.21% 3
Alpha Wave Global
2265
Alpha Wave Global
New York
$401M -$169M -30% 2.26% 226% 24 33.33% 0.9
J.M. Forbes & Co
2266
J.M. Forbes & Co
Massachusetts
$401M +$8.14M +2% 4.59% 112% 109 7.34% 3
SCM
2267
Somerset Capital Management
United Kingdom
$401M +$18.4M +5% 4.88% 7.5% 14 7.14% 2.1
Capital Advantage
2268
Capital Advantage
California
$400M +$18M +5% 1.87% 49.2% 84 15.48% 2.3
BerganKDV Wealth Management
2269
BerganKDV Wealth Management
Minnesota
$400M +$47.6M +14% 3.05% 27.9% 207 23.19% 1
Glynn Capital Management
2270
Glynn Capital Management
California
$398M +$26.6M +7% 9.6% 252% 41 2.44% 3.2
Stearns Financial Services Group
2271
Stearns Financial Services Group
North Carolina
$398M -$16.4M -4% 3.95% 26.1% 136 9.56% 3.3
Alexandria Capital
2272
Alexandria Capital
Virginia
$397M +$2.33M +0.6% 4.4% 66.8% 658 14.89% 2.8
Trexquant Investment
2273
Trexquant Investment
Connecticut
$397M +$31.6M +9% 5.24% 112% 1,220 78.93% 0.2
CNA Financial
2274
CNA Financial
Illinois
$397M -$28M -7% 5.05% 48.6% 177 12.99% 2.7
Sheets Smith Wealth Management
2275
Sheets Smith Wealth Management
North Carolina
$396M +$18.1M +5% 5.62% 83.4% 328 18.9% 2.2