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
SR
1801
Swiss Re
Switzerland
$454M 6
BOK
1802
Bank of Kentucky
Kentucky
$453M +$2.81M +0.6% 312
DBG
1803
De Burlo Group
Massachusetts
$452M +$10.6M +2% 108
NIM
1804
Needham Investment Management
New York
$452M -$27.3M -6% 128
TPCM
1805
Tide Point Capital Management
Connecticut
$451M +$70.8M +19% 54
CHAM
1806
Clear Harbor Asset Management
Connecticut
$450M -$16.8M -4% 259
CI
1807
Constellation Investments
Ohio
$450M +$17.2M +4% 407
HHMI
1808
Howard Hughes Medical Institute
Maryland
$449M -$146M -25% 213
MSR
1809
Main Street Research
Connecticut
$449M +$25M +6% 145
DAM
1810
Deltec Asset Management
New York
$446M -$24.8M -5% 160
SRES
1811
Starwood Real Estate Securities
Connecticut
$446M -$49.9M -10% 27
LSGA
1812
Lone Star Global Acquisitions
Bermuda
$446M -$24.4M -5% 1
PWAG
1813
Polaris Wealth Advisory Group
California
$445M -$3.64M -0.8% 86
BJL
1814
Brighton Jones LLC
Washington
$445M +$2.67M +0.6% 216
IC
1815
Iconiq Capital
California
$445M +$172M +63% 31
HA
1816
Halsey Associates
Connecticut
$445M -$9.73M -2% 110
SCM
1817
SeaStone Capital Management
New York
$445M -$150M -25% 42
AVC
1818
Arlington Value Capital
Utah
$443M -$11.4M -3% 17
CC
1819
ClearArc Capital
Ohio
$443M +$8.83M +2% 415
TC
1820
Travelers Companies
Minnesota
$442M -$29.1M -6% 47
PR
1821
Payden & Rygel
California
$442M +$82M +23% 226
FFIC
1822
First Fiduciary Investment Counsel
Ohio
$441M -$12.8M -3% 43
PAM
1823
Princeton Alpha Management
New Jersey
$441M -$42.8M -9% 991
BLM
1824
Bennett Lawrence Management
New York
$441M -$128M -22% 109
CA
1825
CapWealth Advisors
Tennessee
$441M +$3.98M +0.9% 432