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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)
BC
2301
Blackstart Capital
New York
$448M -$24.3M -5% 11% 9% 27 40.74% 0.5
Parthenon LLC
2302
Parthenon LLC
Kentucky
$447M +$41.2M +10% 13.3% 93.3% 107 6.54% 4.5
PagnatoKarp Partners
2303
PagnatoKarp Partners
Virginia
$446M -$25.9M -5% 11.8% 2.06% 199 18.59% 1.2
Circle Wealth Management
2304
Circle Wealth Management
New Jersey
$446M +$179M +67% 12.7% 71.8% 162 51.85% 0.9
Oslo Asset Management AS
2305
Oslo Asset Management AS
Norway
$446M +$103M +30% 23% 82.7% 13 0% 2.3
AGF Investments LLC
2306
AGF Investments LLC
Ontario, Canada
$446M -$279M -38% 13.5% 28.5% 779 31.45% 1.2
CBT
2307
Central Bank & Trust
Kentucky
$446M +$49.2M +12% 13.2% 118% 287 13.94% 3.9
GIM
2308
Greylin Investment Management
Virginia
$445M +$28M +7% 9.61% 52.1% 80 10% 3.4
Strategy Asset Managers
2309
Strategy Asset Managers
California
$445M +$35.1M +9% 12.3% 115% 235 57.02% 1.3
S&T Bank
2310
S&T Bank
Pennsylvania
$444M +$13.1M +3% 12.8% 193% 96 19.79% 3.6
Kore Private Wealth
2311
Kore Private Wealth
New York
$444M +$80.4M +22% 13.7% 35.9% 1,035 28.02% 0.2
Salesforce Inc
2312
Salesforce Inc
California
$443M +$1.71M +0.4% 32.9% 33.9% 6 33.33% 0.6
WealthSource Partners
2313
WealthSource Partners
California
$443M +$95M +27% 9.35% 16.8% 377 27.85% 1.3
Whitney & Co
2314
Whitney & Co
New York
$442M +$50.3M +13% 11.8% 93.2% 117 16.24% 3.4
TCIM
2315
TOMS Capital Investment Management
New York
$439M +$352M +403% 18.9% 203% 16 87.5% 0
MRCM
2316
M&R Capital Management
New Jersey
$439M +$55.9M +15% 12.2% 52.6% 537 5.21% 3.1
American Assets Capital Advisers
2317
American Assets Capital Advisers
California
$439M +$20.9M +5% 23.5% 73.5% 29 24.14% 2.5
Mechanics Bank - Trust Department
2318
Mechanics Bank - Trust Department
California
$439M +$43.2M +11% 11.8% 76.8% 155 5.81% 3.9
Lone Star Global Acquisitions
2319
Lone Star Global Acquisitions
Bermuda
$438M +$59.3M +16% 15.7% 380% 2 0% 2.1
Beacon Pointe Wealth Advisors
2320
Beacon Pointe Wealth Advisors
California
$438M +$161M +58% 11.3% – 265 19.62% 0.2
Riverpark Capital Management
2321
Riverpark Capital Management
New York
$438M +$1.86M +0.4% 17.6% 152% 61 6.56% 1.8
SCM
2322
Schneider Capital Management
Pennsylvania
$438M +$74.4M +20% 21.6% 52.5% 47 12.77% 2.4
LVM Capital Management
2323
LVM Capital Management
Michigan
$436M +$54.1M +14% 12.8% 121% 111 6.31% 4
Hill Path Capital
2324
Hill Path Capital
New York
$436M +$59.4M +16% 15.8% 5.23% 2 0% 1.6
Verity & Verity
2325
Verity & Verity
South Carolina
$436M +$62M +17% 12.6% 90.4% 114 7.02% 3.1