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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)
Steigerwald Gordon & Koch
2251
Steigerwald Gordon & Koch
Virginia
$896M +$11.1M +1% 1.92% 59.5% 128 9.38% 6.2
WFM Asia
2252
WFM Asia
British Virgin Islands
$896M -$25.2M -3% 18.9% 89.9% 8 25% 3.7
WM
2253
WS Management
Florida
$896M -$182M -17% 6.11% 309% 58 44.83% 3.8
North of South Capital
2254
North of South Capital
United Kingdom
$895M +$71.8M +9% 20.6% – 22 27.27% 0.5
Private Advisory Group
2255
Private Advisory Group
Washington
$895M +$2.37M +0.3% 5.74% 177% 245 34.69% 1.8
Tower Bridge Advisors
2256
Tower Bridge Advisors
Pennsylvania
$895M -$44M -5% 1.46% 78.9% 211 14.69% 6.4
Arrow Financial
2257
Arrow Financial
New York
$894M -$159M -15% 2.87% 71.1% 170 10.59% 8.6
Waycross Partners
2258
Waycross Partners
Kentucky
$892M +$120M +16% 6.09% 98.4% 67 11.94% 3.1
GTCR LLC
2259
GTCR LLC
Illinois
$892M -$148M -14% 10.5% 6.7% 3 0% 4.3
Pacific Life Fund Advisors
2260
Pacific Life Fund Advisors
California
$891M -$73M -8% 1.03% 47.6% 28 50% 0.9
Ally Financial
2261
Ally Financial
Michigan
$891M +$71.2M +9% 1.37% 9.35% 121 21.49% 2.1
Berkshire Money Management
2262
Berkshire Money Management
Massachusetts
$891M -$28.6M -3% 3.81% 61.8% 103 17.48% 1.7
Tremblant Capital Group
2263
Tremblant Capital Group
Florida
$890M -$75.6M -8% 3.73% 131% 50 18% 2.4
Stokes Family Office
2264
Stokes Family Office
Louisiana
$890M -$46.8M -5% 0.68% 68.1% 260 16.54% 3.2
Perennial Investment Advisors
2265
Perennial Investment Advisors
California
$889M +$40.2M +5% 3.95% 84.3% 471 21.44% 2.2
Heck Capital Advisors
2266
Heck Capital Advisors
Wisconsin
$889M -$1.45B -62% 1.68% 67% 829 73.82% 2.7
Tanglewood Wealth Management
2267
Tanglewood Wealth Management
Texas
$889M +$20.9M +2% 3.46% 64.6% 37 10.81% 3.6
Marble Harbor Investment Counsel
2268
Marble Harbor Investment Counsel
Massachusetts
$888M -$19M -2% 1.72% 66.7% 212 5.66% 6.5
Folger Nolan Fleming Douglas Capital Management
2269
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$888M -$66.9M -7% 2.13% 77.5% 167 4.79% 8.6
General Catalyst Group Management
2270
General Catalyst Group Management
Massachusetts
$888M -$254M -22% 12.6% 161% 12 16.67% 2.5
Prospector Partners
2271
Prospector Partners
Connecticut
$887M -$13.9M -2% 2.75% 53.6% 106 21.7% 4.8
Allen Capital Group
2272
Allen Capital Group
Nebraska
$886M +$52.2M +6% 1.08% 62.8% 249 14.06% 1.6
Carret Asset Management
2273
Carret Asset Management
New York
$885M -$27.8M -3% 0.94% 106% 287 5.57% 7.9
Suncoast Equity Management
2274
Suncoast Equity Management
Florida
$885M -$10.9M -1% 3.68% 96.1% 84 11.9% 3.2
MMBG Investment Advisors
2275
MMBG Investment Advisors
Florida
$885M -$56.9M -6% 5.36% 118% 172 10.47% 2.4