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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)
Trinity Street Asset Management
2451
Trinity Street Asset Management
United Kingdom
$555M -$64.5M -10% 10.3% 76.9% 21 9.52% 1.7
Inscription Capital
2452
Inscription Capital
Texas
$555M +$205M +59% 12% – 264 32.95% 1.2
BFSG LLC
2453
BFSG LLC
California
$554M -$77.3M -12% 12.3% 81.9% 221 28.96% 1.9
Sirios Capital Management
2454
Sirios Capital Management
Massachusetts
$554M -$198M -26% 15.3% 177% 63 20.63% 1.6
Sierra Capital
2455
Sierra Capital
Florida
$553M -$81.2M -13% 8.17% 32.4% 863 19% 0.9
PDS Planning
2456
PDS Planning
Ohio
$553M -$15.7M -3% 11.2% 62.7% 254 22.05% 2.3
OCMI
2457
Oaktop Capital Management II
New Jersey
$552M -$148M -21% 15.8% 451% 16 0% 5.5
TIM
2458
Total Investment Management
Arizona
$551M +$29.5M +6% 13.9% 44.4% 76 26.32% 2.2
Capricorn Fund Managers
2459
Capricorn Fund Managers
United Kingdom
$551M +$141M +34% 3.59% 169% 118 37.29% 0.3
Boussard & Gavaudan Investment Management
2460
Boussard & Gavaudan Investment Management
United Kingdom
$551M -$211M -28% 3.45% 25.8% 154 69.48% 0.4
RTS
2461
Round Table Services
New Jersey
$551M -$47.1M -8% 14.5% 16.1% 180 20% 2.6
Vest Financial
2462
Vest Financial
Virginia
$550M -$548K -0.1% 9.27% 68.4% 65 1.54% 1.4
Whitney & Co
2463
Whitney & Co
New York
$550M -$100M -15% 14.2% 93.2% 133 9.02% 4.4
Continuum Advisory
2464
Continuum Advisory
Idaho
$550M +$23.1M +4% 11.9% 77% 424 16.75% 1.5
Zuckerman Investment Group
2465
Zuckerman Investment Group
Illinois
$550M -$70.4M -11% 14.1% 111% 121 11.57% 2.7
Focused Wealth Management
2466
Focused Wealth Management
New York
$550M -$81.8M -13% 13.3% 73.9% 1,137 16.09% 3.8
Lannebo Fonder
2467
Lannebo Fonder
Sweden
$549M -$174M -24% 18.5% 49.8% 35 2.86% 4
Traphagen Investment Advisors
2468
Traphagen Investment Advisors
New Jersey
$549M -$69.2M -11% 13.1% 65.8% 136 4.41% 2.2
IR
2469
IAT Reinsurance
New York
$549M -$828M -60% 9.6% 60.2% 109 20.18% 3.7
Ikarian Capital
2470
Ikarian Capital
Texas
$548M -$212M -28% 1.2% 5,184% 232 55.17% 0.9
Koss-Olinger Consulting
2471
Koss-Olinger Consulting
Florida
$548M -$73.1M -12% 9.97% 57.9% 215 18.14% 0.9
Tectonic Advisors
2472
Tectonic Advisors
Texas
$548M -$33.6M -6% 11.6% 44.9% 228 10.53% 1.2
Stewart & Patten Company
2473
Stewart & Patten Company
California
$548M -$74.9M -12% 11.4% 27.5% 93 15.05% 6.4
Guardian Wealth Advisors (North Carolina)
2474
Guardian Wealth Advisors (North Carolina)
North Carolina
$548M +$316M +136% 11.2% 58.9% 385 43.12% 0.3
ICICI Prudential Asset Management
2475
ICICI Prudential Asset Management
India
$547M -$197M -26% 14.8% 62.1% 161 9.94% 0.8