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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)
University of Texas/Texas AM Investment Management Co (UTIMCO)
2401
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$847M +$231M +38% 0.14% 68.3% 201 32.84% 0.9
Sierra Capital
2402
Sierra Capital
Florida
$843M +$5.1M +0.6% 1.22% 32.4% 205 9.27% 2.5
Compass Ion Advisors
2403
Compass Ion Advisors
Pennsylvania
$843M +$25.7M +3% 3.01% 75.6% 272 9.56% 1.6
Hackensack Meridian Health
2404
Hackensack Meridian Health
New Jersey
$842M -$132M -14% 3.08% 53.4% 6 0% 1.4
Bensler
2405
Bensler
Washington
$841M +$48.4M +6% 1.29% 106% 175 12.57% 2.1
Talbot Financial
2406
Talbot Financial
Washington
$841M +$19.4M +2% 3.64% 118% 67 11.94% 1.5
Unison Advisors
2407
Unison Advisors
District of Columbia
$840M +$8.71M +1% 4.03% 57.8% 180 0.56% 3.3
Private Capital Advisors
2408
Private Capital Advisors
Connecticut
$840M -$73.3M -8% 2.27% 132% 87 24.14% 5.7
James Investment Research
2409
James Investment Research
Ohio
$840M -$26.7M -3% 1.2% 110% 346 8.67% 4.8
Rodgers & Associates
2410
Rodgers & Associates
Pennsylvania
$839M +$1.04M +0.1% 0.08% 56.3% 101 8.91% 3
Savoie Capital
2411
Savoie Capital
Illinois
$839M +$20.9M +3% 4.64% – 106 19.81% 0.9
United Bank (Virginia)
2412
United Bank (Virginia)
Virginia
$839M -$20.3M -2% 1.11% 76.1% 146 10.96% 5.3
Biglari Capital Corp
2413
Biglari Capital Corp
Texas
$839M +$187M +29% 32.5% 72.7% 13 0% 5.1
CF
2414
Clarity Financial
Texas
$837M -$25.5M -3% 0.1% 56.8% 164 30.49% 1.5
Shepherd Financial Partners
2415
Shepherd Financial Partners
Massachusetts
$836M +$4.84M +0.6% 1.27% 78% 225 6.22% 3.7
Wealth Alliance
2416
Wealth Alliance
New York
$836M -$1.13M -0.1% 1.46% 75.7% 549 15.66% 3
1SP
2417
140 Summer Partners
New York
$836M -$92.1M -10% 2.75% 202% 24 41.67% 1
Caledonia Investments plc (UK)
2418
Caledonia Investments plc (UK)
United Kingdom
$836M -$75.7M -8% 4.41% 61.9% 14 0% 6.6
Sunriver Management
2419
Sunriver Management
Connecticut
$836M +$22.3M +3% 0.53% 9.27% 20 20% 1.9
Glencore
2420
Glencore
Switzerland
$836M – – 7.74% – 3 – 0
Journey Advisory Group
2421
Journey Advisory Group
Kentucky
$835M -$77.2K -0% 1.18% 66.2% 228 1.75% 2.8
Dock Street Asset Management
2422
Dock Street Asset Management
Florida
$835M +$93.8M +13% 16.2% 175% 51 11.76% 5.2
Onex Canada Asset Management
2423
Onex Canada Asset Management
Ontario, Canada
$834M -$20.4M -2% 2.66% 87.8% 115 7.83% 4.5
Allen Capital Group
2424
Allen Capital Group
Nebraska
$834M +$27.2M +3% 0.54% 62.8% 236 11.86% 1.6
Navellier & Associates
2425
Navellier & Associates
Nevada
$834M +$96.3M +13% 4.8% 361% 371 25.88% 1.7