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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)
Freshford Capital Management
2426
Freshford Capital Management
New York
$728M +$26M +4% 7.84% 97.3% 24 29.17% 1.4
John G. Ullman & Associates
2427
John G. Ullman & Associates
New York
$727M -$8.17M -1% 8.32% 162% 170 10.59% 3.1
Greenwood Gearhart
2428
Greenwood Gearhart
Arkansas
$725M +$80.2M +12% 9.13% 79% 101 15.84% 3.3
Amplius Wealth Advisors
2429
Amplius Wealth Advisors
Pennsylvania
$725M – – 5.83% 58% 1,023 – 0
Private Trust Company
2430
Private Trust Company
Ohio
$724M +$37.3M +5% 11.4% 87.7% 421 16.39% 4.7
Kontiki Capital Management (HK)
2431
Kontiki Capital Management (HK)
Hong Kong
$724M -$126M -15% 12.1% 90.6% 5 0% 3.4
Arch Capital Group
2432
Arch Capital Group
Bermuda
$723M -$57M -7% 1.84% 2.89% 21 47.62% 0.8
JC
2433
Joho Capital
New York
$723M -$21M -3% 0.41% 80.2% 22 18.18% 1.5
KFS
2434
Kurt F. Somerville
$722M +$62.6M +9% 10.9% 92.9% 131 12.98% 4.8
Smith, Moore & Co
2435
Smith, Moore & Co
Missouri
$720M +$64.6M +10% 8.28% 67% 442 10.18% 3.3
AO
2436
Allen Operations
New York
$720M +$73.7M +11% 0.28% 248% 40 7.5% 2.7
Atlas Venture Advisors
2437
Atlas Venture Advisors
Massachusetts
$720M -$125M -15% 6.5% 34.6% 8 12.5% 2
BFSG LLC
2438
BFSG LLC
California
$719M +$64.3M +10% 10.4% 90.7% 234 18.8% 1.6
Marcum Wealth
2439
Marcum Wealth
Ohio
$719M +$82.7M +13% 7.43% 20% 408 12.75% 0.9
Proficio Capital Partners
2440
Proficio Capital Partners
Massachusetts
$719M -$41.3M -5% 7.29% 97% 333 19.52% 1.8
Venrock Management V
2441
Venrock Management V
California
$719M – – 49.8% – 2 – 0.8
PrairieView Partners
2442
PrairieView Partners
Minnesota
$718M +$48M +7% 3.52% 34% 449 16.48% 1.5
Iron Triangle Partners
2443
Iron Triangle Partners
Connecticut
$718M +$20.9M +3% 3.47% 152% 33 45.45% 0.7
Moody Aldrich Partners
2444
Moody Aldrich Partners
Massachusetts
$718M -$70.6M -9% 10.1% 312% 177 15.82% 1.3
Regents of the University of California
2445
Regents of the University of California
California
$714M -$136M -16% 4.13% 76.6% 43 20.93% 3.2
German American Bancorp
2446
German American Bancorp
Indiana
$714M +$63.5M +10% 8.4% 92.3% 103 9.71% 2.2
WCM
2447
Wallace Capital Management
Texas
$714M -$23.4M -3% 3.51% 62.3% 75 9.33% 4.1
Metavasi Capital
2448
Metavasi Capital
New York
$713M – – 1.97% 840% 23 – 0
Parthenon LLC
2449
Parthenon LLC
Kentucky
$713M +$47.4M +7% 11.2% 93.3% 121 3.31% 6.1
Quantitative Investment Management
2450
Quantitative Investment Management
Virginia
$712M -$392M -35% 12.8% 24.6% 501 80.24% 0.2