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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)
Atlas Infrastructure Partners
2451
Atlas Infrastructure Partners
United Kingdom
$664M +$18.3M +3% 3.77% 20.7% 5 0% 0.3
MV Capital Management
2452
MV Capital Management
Maryland
$664M -$23.4M -3% 3.54% 73.3% 710 5.49% 2.6
WCM
2453
Wallace Capital Management
Texas
$664M -$49.8M -7% 1.21% 62.3% 75 10.67% 4.4
RenaissanceRe Holdings
2454
RenaissanceRe Holdings
Bermuda
$663M +$337M +103% 8.11% 40.8% 9 44.44% 1
S&T Bank
2455
S&T Bank
Pennsylvania
$662M -$22.8M -3% 0.45% 193% 143 9.09% 3.7
Freemont Management
2456
Freemont Management
Switzerland
$662M +$282M +74% 2.43% 113% 138 56.52% 0.4
Cannell Capital
2457
Cannell Capital
Wyoming
$662M +$31.7M +5% 10.3% 127% 82 26.83% 1.4
Beach Point Capital Management
2458
Beach Point Capital Management
California
$661M +$38.5M +6% 9.34% 84.1% 42 59.52% 0.8
Ribbit Capital GP III
2459
Ribbit Capital GP III
California
$661M -$113M -15% 18.4% – 3 0% 0.3
Baldwin Investment Management
2460
Baldwin Investment Management
Pennsylvania
$661M +$20.3M +3% 2.32% 74.8% 266 15.04% 3.5
Caledonia Investments plc (UK)
2461
Caledonia Investments plc (UK)
United Kingdom
$659M +$5.41M +0.8% 6.44% 61.9% 14 21.43% 4.3
SoFi Wealth
2462
SoFi Wealth
California
$659M – – 6.19% 67.9% 11 – 0
Liberty One Investment Management
2463
Liberty One Investment Management
Illinois
$658M -$5.84M -0.9% 2.14% 40.3% 172 18.02% 1.6
Arena Capital Advisors
2464
Arena Capital Advisors
California
$658M -$428M -39% 1.33% 127% 412 29.37% 0.6
Canandaigua National Corp
2465
Canandaigua National Corp
New York
$657M -$20.2M -3% 2.39% – 300 13.67% 1.5
Creative Financial Designs
2466
Creative Financial Designs
Indiana
$657M -$6.36M -1% 4.34% 56.2% 1,361 16.39% 2
Battery Management Corp
2467
Battery Management Corp
Massachusetts
$657M -$83.8M -11% 33.9% 45.1% 10 20% 0.8
Fort Baker Capital Management
2468
Fort Baker Capital Management
California
$656M +$88M +15% 8.4% 46.3% 136 58.09% 0.3
Park Presidio Capital
2469
Park Presidio Capital
California
$656M -$417M -39% 7.14% 94.1% 17 29.41% 2.6
Cornerstone Advisory
2470
Cornerstone Advisory
Maryland
$656M -$39.9M -6% 3.51% 53.5% 881 74.69% 3.1
Quantinno Capital Management
2471
Quantinno Capital Management
New York
$656M +$103M +19% 2.91% 119% 596 28.02% 0.6
Valor Management
2472
Valor Management
Illinois
$656M +$27.8M +4% 3.08% 14.5% 5 40% 0.2
St. James Investment Company
2473
St. James Investment Company
Texas
$655M -$38.7M -6% 8.36% 43.8% 35 22.86% 2.8
Steigerwald Gordon & Koch
2474
Steigerwald Gordon & Koch
Virginia
$655M -$10.1M -2% 0.84% 59.5% 126 12.7% 4.5
Hendershot Investments
2475
Hendershot Investments
Virginia
$655M -$3.08M -0.5% 0.46% 50.5% 154 7.79% 3.2