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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)
Mane Global Capital Management
2276
Mane Global Capital Management
New York
$598M -$14.8M -2% 6.07% 423% 41 70.73% 0.1
Graham Holdings Company
2277
Graham Holdings Company
Virginia
$597M -$51.1M -8% 7.49% 95.1% 6 0% 0.7
SoFi Wealth
2278
SoFi Wealth
California
$597M +$45K +0% 5.48% 62.2% 11 0% 0.5
Olstein Capital Management
2279
Olstein Capital Management
New York
$597M -$70.7M -11% 8.29% 16.6% 104 3.85% 4.9
Leith Wheeler Investment Counsel
2280
Leith Wheeler Investment Counsel
British Columbia, Canada
$596M -$161M -21% 5.48% 52.3% 54 1.85% 2
Oasis Management Company
2281
Oasis Management Company
Cayman Islands
$595M +$27.1M +5% 5.32% 368% 153 23.53% 0.6
First American Trust
2282
First American Trust
California
$595M -$36.6M -6% 4.7% 84.6% 164 12.2% 3.7
Charles Schwab Trust
2283
Charles Schwab Trust
Nevada
$595M +$112M +23% 6.21% 52.7% 158 14.56% 2.2
Goodnow Investment Group
2284
Goodnow Investment Group
Connecticut
$595M -$54.7M -8% 3.84% 131% 20 15% 4.2
Mirova
2285
Mirova
France
$594M -$109M -16% 1.33% 64.6% 196 25.51% 1.6
Lindbrook Capital
2286
Lindbrook Capital
California
$593M -$12M -2% 5.02% 35.8% 3,046 16.97% 1.9
Tompkins Financial
2287
Tompkins Financial
New York
$593M -$29.6M -5% 4.3% 84.4% 623 9.31% 3.4
SCM
2288
SIR Capital Management
New York
$592M -$136M -19% 3.56% 71.1% 91 31.87% 0.8
Cabot Wealth Management
2289
Cabot Wealth Management
Massachusetts
$591M -$39.1M -6% 4.63% 69.3% 157 9.55% 4.3
PKO Investment Management Joint-Stock
2290
PKO Investment Management Joint-Stock
Poland
$590M -$105M -15% 5.12% 145% 141 15.6% 2.6
Te Ahumairangi Investment Management
2291
Te Ahumairangi Investment Management
New Zealand
$590M -$73.4M -11% 7.56% 55.5% 99 7.07% 1.8
Dark Forest Capital Management
2292
Dark Forest Capital Management
Puerto Rico
$589M +$113M +24% 0.63% 63% 1,578 59.82% 0.3
Southeast Asset Advisors
2293
Southeast Asset Advisors
Georgia
$588M -$45.7M -7% 4.73% 91.5% 144 6.94% 4.1
Massachusetts Institute of Technology
2294
Massachusetts Institute of Technology
Massachusetts
$588M +$122M +26% 26.6% 35.7% 7 14.29% 1.5
Koss-Olinger Consulting
2295
Koss-Olinger Consulting
Florida
$588M +$39.6M +7% 4.7% 57.9% 239 26.78% 0.9
CCM Investment Advisers
2296
CCM Investment Advisers
South Carolina
$588M -$34.3M -6% 4.6% 170% 66 1.52% 4.5
Lyell Wealth Management
2297
Lyell Wealth Management
California
$587M -$25.9M -4% 3.84% 128% 200 8.5% 3
Vista Capital Partners
2298
Vista Capital Partners
Oregon
$586M -$28M -5% 5.67% 61.2% 85 14.12% 4.8
Strategy Capital
2299
Strategy Capital
California
$586M +$13M +2% 2.99% 316% 7 0% 2.7
Meritech Capital Associates V
2300
Meritech Capital Associates V
California
$586M -$60.5M -9% 1.83% 133% 7 0% 1.1