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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)
Tygh Capital Management
2301
Tygh Capital Management
Oregon
$739M +$4.94M +0.7% 4.28% 251% 106 34.91% 1.4
Forte Capital
2302
Forte Capital
New York
$738M +$4.53M +0.6% 0.53% 98.3% 227 9.25% 2.6
Harbor Investment Advisory
2303
Harbor Investment Advisory
Maryland
$738M -$396K -0.1% 0.1% 97.5% 1,382 10.27% 1.3
Brown University
2304
Brown University
Rhode Island
$738M +$134M +22% 15.1% 37.9% 8 25% 0.7
Sheets Smith Wealth Management
2305
Sheets Smith Wealth Management
North Carolina
$737M -$5.07M -0.7% 0.24% 83.4% 381 9.97% 3.3
WCM
2306
Wallace Capital Management
Texas
$737M -$25.4M -3% 4% 62.3% 71 4.23% 4.1
NJ State Employees Deferred Compensation Plan
2307
NJ State Employees Deferred Compensation Plan
New Jersey
$737M -$15.3M -2% 0.14% 127% 518 3.09% 4.8
RA
2308
Resolute Advisors
California
$736M +$80.1M +12% 8.06% 36.7% 552 14.13% 0.5
Cypress Capital Group
2309
Cypress Capital Group
Florida
$736M -$2.55M -0.3% 0.05% 97.8% 294 10.54% 4
John G. Ullman & Associates
2310
John G. Ullman & Associates
New York
$735M -$32.3M -4% 3.12% 156% 167 10.78% 3
Good Life Advisors
2311
Good Life Advisors
Pennsylvania
$734M +$207M +39% 0.86% 60% 389 22.88% 2.2
PAM
2312
Private Asset Management
California
$733M -$17.2M -2% 1.19% 38.2% 157 7.01% 4.7
ALAM
2313
Asahi Life Asset Management
Japan
$733M -$15.2M -2% 0.82% 122% 309 48.87% 1
KPS Global Asset Management (UK)
2314
KPS Global Asset Management (UK)
United Kingdom
$733M -$103M -12% 7.19% 373% 5 0% 1.4
Wellington Shields Capital Management
2315
Wellington Shields Capital Management
New York
$733M -$94.2M -11% 0.53% 137% 306 19.93% 4.2
A
2316
Apoletto
British Virgin Islands
$732M -$29.6M -4% 9.58% 192% 13 23.08% 0.8
ORIX Corp
2317
ORIX Corp
Japan
$732M -$32.1M -4% 4.2% 11.7% 1 0% 3.8
Financial Synergies Wealth Advisors
2318
Financial Synergies Wealth Advisors
Texas
$732M -$1.27M -0.2% 1.28% 79% 68 7.35% 1.4
Ion Asset Management
2319
Ion Asset Management
Israel
$731M -$82.5M -10% 4.87% 125% 62 43.55% 0.6
Arax Advisory Partners
2320
Arax Advisory Partners
Colorado
$731M -$2.36M -0.3% 1.04% 64.7% 1,099 20.84% 1.8
Oslo Pensjonsforsikring
2321
Oslo Pensjonsforsikring
$731M -$8.38M -1% 2.19% 79% 16 0% 3.3
Manchester Capital Management
2322
Manchester Capital Management
Vermont
$731M +$4.77M +0.7% 1.52% 86.7% 1,170 42.82% 2.6
Telos Capital Management
2323
Telos Capital Management
California
$731M -$25M -3% 1.11% 71.1% 191 9.42% 4.6
Galibier Capital Management
2324
Galibier Capital Management
Ontario, Canada
$730M -$13.4M -2% 1.02% 66.8% 43 4.65% 1.9
Traynor Capital Management
2325
Traynor Capital Management
Pennsylvania
$730M +$14.4M +2% 0.76% 244% 215 19.07% 2.6