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
MDSL
2351
M.D. Sass LLC
New York
$558M +$12.7M +2% 32
5NCM
2352
59 North Capital Management
Texas
$558M +$184M +49% 15
SC
2353
Shellback Capital
Massachusetts
$558M -$134M -19% 108
ITP
2354
Iron Triangle Partners
Connecticut
$558M -$14.3M -2% 36
VNA
2355
Valley National Advisers
Pennsylvania
$557M +$77.4M +16% 1,024
AWA
2356
Alaska Wealth Advisors
Alaska
$557M +$45.8M +9% 64
RWA
2357
Ropes Wealth Advisors
Massachusetts
$556M +$80.6M +17% 287
SCA
2358
Stieven Capital Advisors
Missouri
$556M -$53.7M -9% 52
AAM
2359
Autus Asset Management
Arizona
$556M +$34M +7% 148
YCM
2360
Yaupon Capital Management
New York
$556M +$258M +87% 116
TIP
2361
Torray Investment Partners
Maryland
$555M +$53.4M +11% 110
AP
2362
Archon Partners
New Jersey
$555M +$28.2M +5% 44
AC
2363
Abbrea Capital
California
$554M +$25.3M +5% 225
CA
2364
Continuum Advisory
Idaho
$554M -$11.5M -2% 442
PCOC
2365
Power Corp of Canada
Canada
$554M +$125M +29% 170
CFFNO
2366
Common Fund For Nonprofit Organizations
Connecticut
$553M -$63.7M -10% 11
FCP
2367
Fine Capital Partners
New York
$553M +$147M +36% 2
NIM
2368
Needham Investment Management
New York
$553M +$42.2M +8% 125
SFP
2369
Shepherd Financial Partners
Massachusetts
$553M +$39.9M +8% 177
LP
2370
LGL Partners
Pennsylvania
$552M +$71.7M +15% 160
PIA
2371
Petredis Investment Advisors
Pennsylvania
$551M 93
GC
2372
Gilbert & Cook
Iowa
$550M +$99.8M +22% 207
PSCM
2373
Per Stirling Capital Management
Texas
$549M 209
PA
2374
Planning Alternatives
Michigan
$549M +$69.2M +14% 48
JWBC
2375
J.W. Burns & Co
New York
$548M +$38.3M +8% 177