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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)
BPIM
2426
Brant Point Investment Management
New York
$925M -$27.6M -3% 11.8% 169% 148 40.54% 2.9
Summit Partners
2427
Summit Partners
Massachusetts
$924M -$494M -35% 3.4% 13.7% 8 12.5% 4.9
Redwood Investment Management
2428
Redwood Investment Management
Arizona
$923M -$19.8M -2% 6.98% 62.5% 334 30.24% 1.5
Intrua Financial
2429
Intrua Financial
Texas
$921M +$175M +24% 7.56% 77.4% 460 21.74% 2.4
Cynosure Group
2430
Cynosure Group
Utah
$921M +$37.9M +4% 5.2% 56.8% 395 10.63% 1.5
Massachusetts Institute of Technology
2431
Massachusetts Institute of Technology
Massachusetts
$920M -$75.1M -8% 14.3% 35.7% 13 69.23% 1.8
Sunriver Management
2432
Sunriver Management
Connecticut
$920M -$12.6M -1% 5.91% 9.27% 26 30.77% 1.3
Onyx Bridge Wealth Group
2433
Onyx Bridge Wealth Group
New York
$920M +$163M +22% 7.19% 74.6% 381 20.73% 1.9
WM
2434
WS Management
Florida
$919M +$197M +27% 12.4% 309% 50 24% 3.8
Artemis Wealth Advisors
2435
Artemis Wealth Advisors
New York
$919M +$36M +4% 10.4% 174% 39 15.38% 2.4
Symmetry Partners
2436
Symmetry Partners
Connecticut
$918M +$106M +13% 5.94% 61.4% 179 19.55% 2.3
Southeast Asset Advisors
2437
Southeast Asset Advisors
Georgia
$918M +$77M +9% 10.5% 91.5% 212 11.32% 4
Legato Capital Management
2438
Legato Capital Management
California
$918M +$78.7M +9% 16.2% 243% 631 22.5% 1.6
TFP
2439
Triple Frond Partners
California
$918M +$33.4M +4% 8.12% 92.9% 12 25% 3.5
CKW Financial Group
2440
CKW Financial Group
Hawaii
$917M +$47.9M +6% 6.88% 62.4% 196 7.14% 6.1
NTV Asset Management
2441
NTV Asset Management
West Virginia
$917M +$80.5M +10% 9.28% 110% 315 10.79% 5.9
Night Owl Capital Management
2442
Night Owl Capital Management
Connecticut
$917M +$52.5M +6% 5.84% 162% 31 3.23% 4.3
Nellore Capital Management
2443
Nellore Capital Management
California
$917M +$24.9M +3% 6.4% 73.8% 14 7.14% 2.7
Great Lakes Retirement
2444
Great Lakes Retirement
Ohio
$916M +$71.9M +9% 7.62% 118% 219 17.35% 2.6
Gladstone Capital Management
2445
Gladstone Capital Management
United Kingdom
$915M -$53.7M -6% 9.8% 304% 28 39.29% 1.3
Ullmann Wealth Partners Group
2446
Ullmann Wealth Partners Group
Florida
$915M +$68.9M +8% 7.04% 62.2% 155 8.39% 3.5
SBCM
2447
Schwerin Boyle Capital Management
Massachusetts
$915M +$17.9M +2% 4.08% 72.3% 53 15.09% 6.7
James Investment Research
2448
James Investment Research
Ohio
$915M +$73.8M +9% 9.82% 110% 361 7.76% 4.9
Sender Company & Partners
2449
Sender Company & Partners
New York
$914M +$561M +159% 11.7% 69.8% 618 80.26% 0.1
Leuthold Group
2450
Leuthold Group
Minnesota
$914M +$77M +9% 11% 126% 238 27.31% 1.7