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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)
Sagefield Capital
2301
Sagefield Capital
Texas
$772M +$61.4M +9% 0.32% 115% 126 49.21% 1
Greenwood Capital Associates
2302
Greenwood Capital Associates
South Carolina
$772M +$83.7M +12% 11% 87.7% 277 22.02% 2.5
Kathmere Capital Management
2303
Kathmere Capital Management
Pennsylvania
$771M +$96.3M +14% 8.78% 68.3% 313 21.73% 1.4
SlateStone Wealth
2304
SlateStone Wealth
Florida
$770M +$82.9M +12% 10.6% 79.1% 252 13.89% 2.4
World Investment Advisors
2305
World Investment Advisors
California
$770M +$265M +52% 9.73% 65.4% 406 41.63% 1.7
Isthmus Partners
2306
Isthmus Partners
Wisconsin
$769M +$75.8M +11% 12.3% 73.7% 203 20.2% 3
Cypress Capital Group
2307
Cypress Capital Group
Florida
$769M +$76.4M +11% 9.94% 97.8% 306 7.84% 5
Advisor OS
2308
Advisor OS
Illinois
$768M +$101M +15% 9.07% 61.2% 354 23.45% 1.5
Community Bank
2309
Community Bank
New York
$766M +$52.5M +7% 9.81% 73.5% 445 11.69% 5.8
Legato Capital Management
2310
Legato Capital Management
California
$766M +$75.4M +11% 14.9% 243% 639 24.73% 0.7
Ally Financial
2311
Ally Financial
Michigan
$765M +$85M +12% 11.8% 9.35% 115 20.87% 2.3
Alera Investment Advisors
2312
Alera Investment Advisors
Illinois
$765M +$158M +26% 10.4% 28.9% 176 14.2% 2.5
Mark Asset Management
2313
Mark Asset Management
New York
$764M +$211M +38% 20.9% 325% 62 38.71% 2.6
Magnus Financial Group
2314
Magnus Financial Group
New York
$763M +$77.1M +11% 9.36% 78.2% 301 16.61% 2.7
Twin Capital Management
2315
Twin Capital Management
Pennsylvania
$763M +$67.1M +10% 12.3% 132% 297 15.15% 3.6
Barton Investment Management
2316
Barton Investment Management
Pennsylvania
$763M +$143M +23% 23.1% 124% 47 4.26% 6.8
Minneapolis Portfolio Management Group
2317
Minneapolis Portfolio Management Group
Minnesota
$762M +$86.2M +13% 13.9% 140% 31 12.9% 4.7
West Coast Financial
2318
West Coast Financial
California
$762M +$91.7M +14% 11% 22.2% 163 15.34% 4.3
Petredis Investment Advisors
2319
Petredis Investment Advisors
Pennsylvania
$762M +$59.1M +8% 12.6% 158% 98 5.1% 0.9
Sentinel Trust
2320
Sentinel Trust
Texas
$761M +$55.7M +8% 9.29% 79.2% 138 7.97% 2.6
RA
2321
Resolute Advisors
California
$761M +$101M +15% 28.1% 36.7% 74 16.22% 1.9
AIC
2322
AWM Investment Company
New York
$760M +$82.6M +12% 16.3% 778% 123 22.76% 2.9
Jackson Wealth Management
2323
Jackson Wealth Management
Florida
$760M +$60.3M +9% 9.01% 72.1% 171 22.22% 0.8
Makaira Partners
2324
Makaira Partners
California
$759M -$8.03M -1% 11.8% 22% 11 18.18% 4.3
German American Bancorp
2325
German American Bancorp
Indiana
$759M +$71.3M +10% 10.2% 92.3% 124 16.13% 3.2