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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)
Periscope Capital
2301
Periscope Capital
Ontario, Canada
$428M +$22.4M +6% 0.81% 28.8% 171 35.09% 0.4
SFG
2302
Sather Financial Group
Texas
$428M +$27.3M +7% 0.32% 70% 76 15.79% 2
Girard Partners
2303
Girard Partners
Pennsylvania
$428M -$94.1M -18% 0.89% 25.7% 295 22.37% 2.2
JHL Capital Group
2304
JHL Capital Group
Illinois
$427M +$198M +87% 5.56% – 19 63.16% 0.5
Centaurus Financial
2305
Centaurus Financial
California
$426M +$40.3M +10% 0.99% 83.5% 489 40.7% 0.2
Mechanics Bank - Trust Department
2306
Mechanics Bank - Trust Department
California
$426M -$16.3M -4% 2.46% 76.8% 163 5.52% 3.1
CCM
2307
Cohen Capital Management
California
$426M -$4.28M -1% 1.54% 91.5% 144 4.86% 3.4
Rutabaga Capital Management
2308
Rutabaga Capital Management
Massachusetts
$425M -$9.6M -2% 0.9% 57% 54 12.96% 2.1
Jordan Park Group
2309
Jordan Park Group
California
$425M -$1.99M -0.5% 0.26% 43.2% 33 54.55% 0.2
AGM
2310
Alpine Global Management
New York
$425M -$15.1M -3% 5.49% 149% 245 78.78% 0.3
EA
2311
Echinus Advisors
New York
$425M -$24.8M -6% 6.83% 91.4% 9 22.22% 1.7
Parthenon LLC
2312
Parthenon LLC
Kentucky
$425M -$19.2M -4% 2.85% 93.3% 107 2.8% 3.9
12th Street Asset Management Company
2313
12th Street Asset Management Company
Tennessee
$424M +$25.8M +6% 0.89% 106% 26 30.77% 1.4
3AM
2314
3D Asset Management
Connecticut
$423M -$6.76M -2% 1.34% 0.82% 55 7.27% 3.3
RKL Wealth Management
2315
RKL Wealth Management
Pennsylvania
$423M +$18.2M +4% 0.27% 76.8% 134 3.73% 1.9
Weatherly Asset Management
2316
Weatherly Asset Management
California
$422M +$8.09M +2% 3.77% 116% 207 9.18% 3.2
Atalan Capital Partners
2317
Atalan Capital Partners
New York
$422M +$76.7M +22% 4.88% 319% 14 14.29% 0.8
10-15 Associates
2318
10-15 Associates
New York
$421M +$3.25M +0.8% 1.88% 33% 110 11.82% 2.7
SG
2319
Swarthmore Group
Pennsylvania
$420M -$48.5M -10% 0.31% 44.2% 52 44.23% 1.8
Krilogy Financial
2320
Krilogy Financial
Missouri
$419M +$5.1M +1% 1.2% 79% 848 13.44% 1.6
Centiva Capital
2321
Centiva Capital
New York
$419M -$763M -65% 5.43% 65.1% 82 87.8% 0
AJ Wealth Strategies
2322
AJ Wealth Strategies
New York
$419M +$18.1M +5% 0.7% 32.2% 103 23.3% 0.9
PrairieView Partners
2323
PrairieView Partners
Minnesota
$419M +$62.8M +18% 1.95% 34% 70 7.14% 0.2
Chemung Canal Trust
2324
Chemung Canal Trust
New York
$419M -$39.3M -9% 0.7% 80.9% 125 8% 3.5
Credential Securities
2325
Credential Securities
$419M +$5.53M +1% 5% 32.5% 291 19.24% 2.3