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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)
Glendon Capital Management
2276
Glendon Capital Management
California
$426M -$4.4M -1% 10.6% 142% 30 10% 1.9
Shepherd Financial Partners
2277
Shepherd Financial Partners
Massachusetts
$426M -$4.51M -1% 5.7% 78% 116 11.21% 0.9
BIM
2278
Bridgecreek Investment Management
Oklahoma
$426M +$57.5M +16% 8.51% 48.4% 119 16.81% 2.5
Fort LP
2279
Fort LP
Maryland
$425M +$18.7M +5% 5.72% 56.8% 50 22% 1.2
Stillwater Capital Advisors
2280
Stillwater Capital Advisors
Pennsylvania
$425M +$39.2M +10% 6.31% 121% 76 5.26% 2.8
Oakworth Capital
2281
Oakworth Capital
Alabama
$425M +$35.6M +9% 5.7% 64.3% 693 11.11% 2.7
Waldron Private Wealth
2282
Waldron Private Wealth
Pennsylvania
$425M +$67.2M +19% 5.42% 68.7% 185 18.38% 2
Sheets Smith Wealth Management
2283
Sheets Smith Wealth Management
North Carolina
$424M +$27.7M +7% 6.41% 83.4% 337 15.43% 2.2
BDT Capital Partners
2284
BDT Capital Partners
Illinois
$424M -$21.6M -5% 4.86% 25.5% 1 0% 4.5
Private Capital Group
2285
Private Capital Group
Connecticut
$424M – – 5.04% 30.1% 2,173 – 0
CLCM
2286
Crawford Lake Capital Management
New Jersey
$424M +$145M +52% 27.1% 571% 101 87.13% 0.1
Algert Global
2287
Algert Global
California
$424M -$13.8M -3% 7.46% 194% 392 46.68% 0.6
MG
2288
Magnolia Group
Nebraska
$422M +$146M +53% 61.8% 9.52% 10 20% 0.7
Toth Financial Advisory
2289
Toth Financial Advisory
Virginia
$422M +$26M +7% 7.44% 90.4% 446 68.39% 0.9
IMOV
2290
Investment Management of Virginia
Virginia
$422M -$3.88M -0.9% 3.52% 93.4% 145 4.83% 3.3
OH
2291
Overlook Holdings
British Virgin Islands
$421M -$62.4M -13% 21.1% – 2 0% 3
Adams Street Partners
2292
Adams Street Partners
Illinois
$421M +$29.7M +8% 9.51% 399% 15 60% 1.2
Essex Financial Services
2293
Essex Financial Services
Connecticut
$421M +$13.4M +3% 5.2% 87.7% 300 11.33% 3.1
USA Financial Formulas
2294
USA Financial Formulas
Michigan
$420M +$845K +0.2% 9.76% 104% 375 69.33% 0.3
BerganKDV Wealth Management
2295
BerganKDV Wealth Management
Minnesota
$420M +$20M +5% 3.95% 27.9% 210 12.86% 1.2
Verdence Capital Advisors
2296
Verdence Capital Advisors
Maryland
$420M – – 6.89% 97.1% 291 – 0
Stearns Financial Services Group
2297
Stearns Financial Services Group
North Carolina
$419M +$20.6M +5% 5.23% 26.1% 134 8.96% 3.4
Bell Asset Management
2298
Bell Asset Management
Australia
$418M – – 7.81% 45.3% 63 – 0
QCMC
2299
Quantum Capital Management (California)
California
$418M -$5.2M -1% 5.1% 53.7% 228 21.49% 1.8
Beach Point Capital Management
2300
Beach Point Capital Management
California
$418M -$15M -3% 5.24% 84.1% 31 29.03% 1.1