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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)
Caledonia Investments plc (UK)
2301
Caledonia Investments plc (UK)
United Kingdom
$831M +$56.5M +7% 3.35% 61.9% 14 7.14% 6.1
1SP
2302
140 Summer Partners
New York
$831M +$25M +3% 0.1% 202% 19 10.53% 0.9
1834 Investment Advisors
2303
1834 Investment Advisors
Wisconsin
$830M -$11.2M -1% 1.14% 68.7% 225 8% 5.2
Southernsun Asset Management
2304
Southernsun Asset Management
Tennessee
$829M -$68.9M -8% 2.74% 54.7% 28 7.14% 5.9
Forte Capital
2305
Forte Capital
New York
$828M +$20M +2% 3.8% 98.3% 245 11.02% 3.9
Global Strategic Investment Solutions
2306
Global Strategic Investment Solutions
Arizona
$828M -$34.1M -4% 1.15% 56.8% 155 9.68% 3.1
Steigerwald Gordon & Koch
2307
Steigerwald Gordon & Koch
Virginia
$827M +$23M +3% 1.4% 59.5% 127 5.51% 5.5
Great Mountain Partners
2308
Great Mountain Partners
Connecticut
$826M -$128M -13% 2.09% 95.3% 2 0% 3
Clear Creek Financial Management
2309
Clear Creek Financial Management
Washington
$825M +$43.8M +6% 2.8% 81% 464 13.36% 1.6
L. Roy Papp & Associates
2310
L. Roy Papp & Associates
Arizona
$825M -$14.9M -2% 0.87% 80.1% 180 6.67% 6.6
Kiltearn Partners
2311
Kiltearn Partners
United Kingdom
$825M -$257M -24% 8.88% 41% 35 20% 2.7
MainStreet Investment Advisors
2312
MainStreet Investment Advisors
Illinois
$824M -$8.62M -1% 1.19% 61% 184 23.91% 4
Retirement Investment Advisors
2313
Retirement Investment Advisors
Oklahoma
$824M – – 1.05% – 54 – 1.1
Berkshire Money Management
2314
Berkshire Money Management
Massachusetts
$824M -$4.94M -0.6% 2.25% 61.8% 85 55.29% 3.6
Lincluden Management
2315
Lincluden Management
Ontario, Canada
$823M -$19.4M -2% 3.33% 56.6% 74 4.05% 6.2
Legacy Advisors
2316
Legacy Advisors
Pennsylvania
$823M +$31.2M +4% 5.66% – 348 15.52% 2.4
Richard C. Young & Co
2317
Richard C. Young & Co
Rhode Island
$823M +$26.1M +3% 2.21% 137% 82 15.85% 4.4
Index Venture Associates VI
2318
Index Venture Associates VI
Jersey
$822M -$53.2M -6% 12.8% 312% 3 33.33% 1.5
Rockwood Wealth Management
2319
Rockwood Wealth Management
Pennsylvania
$821M +$46.5M +6% 0.12% 48.9% 93 19.35% 1.6
MHR Fund Management
2320
MHR Fund Management
New York
$821M -$214M -21% 14.4% 332% 10 10% 5.4
Investure LLC
2321
Investure LLC
Virginia
$820M +$249M +44% 3.83% 55.4% 15 6.67% 4.5
SIA
2322
Strategic Investment Advisors
Michigan
$820M +$41M +5% 2.72% 66.1% 252 11.51% 2.1
FORA Capital
2323
FORA Capital
Florida
$820M -$395M -32% 2.07% 162% 565 69.56% 0.3
Wealth Architects
2324
Wealth Architects
California
$819M +$59.8M +8% 1.31% 80.1% 219 8.22% 4.9
Irenic Capital Management
2325
Irenic Capital Management
New York
$817M +$327M +67% 1.1% 93.6% 27 48.15% 0.6