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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)
WBI Investments
2501
WBI Investments
New Jersey
$651M +$14.1M +2% 5.64% 97.3% 258 63.57% 0.6
Gates Foundation
2502
Gates Foundation
Washington
$651M +$39.7M +6% 27.6% 58.1% 8 12.5% 0.4
Sunflower Bank
2503
Sunflower Bank
Texas
$651M +$39.7M +6% 4.4% 42.7% 213 6.1% 0.7
Heartwood Wealth Advisors
2504
Heartwood Wealth Advisors
Virginia
$650M +$27.7M +4% 4.62% 59.4% 99 14.14% 1
Soleus Capital Management
2505
Soleus Capital Management
Connecticut
$650M +$95.3M +17% 5.02% 508% 90 47.78% 0.5
Strategic Value Partners
2506
Strategic Value Partners
Connecticut
$650M +$567M +685% 198% – 4 50% 1
Taikang Asset Management (HK)
2507
Taikang Asset Management (HK)
Hong Kong
$648M +$119M +22% 2.82% 172% 86 19.77% 2
WM
2508
Wishbone Management
Illinois
$648M +$52.4M +9% 1.16% 58.7% 12 41.67% 0.6
EAM Investors
2509
EAM Investors
California
$648M -$16.7M -3% 42.1% 6,012% 487 71.87% 0.2
Cahaba Wealth Management
2510
Cahaba Wealth Management
Georgia
$647M +$2.42M +0.4% 4.88% 48.7% 97 26.8% 2.6
Clear Creek Financial Management
2511
Clear Creek Financial Management
Washington
$646M +$596M +1,196% 7.73% 81% 335 86.57% 0.1
Twele Capital Management
2512
Twele Capital Management
Minnesota
$645M +$20M +3% 4.22% 37.1% 43 4.65% 6.6
S&T Bank
2513
S&T Bank
Pennsylvania
$644M +$29.8M +5% 6% 193% 140 10% 3.2
GECH
2514
Garnet Equity Capital Holdings
New York
$643M +$199M +45% 3.73% 302% 53 52.83% 0.5
Azora Capital LP
2515
Azora Capital LP
Florida
$643M -$154M -19% 6.7% 175% 55 47.27% 0.5
JLB & Associates
2516
JLB & Associates
Michigan
$642M +$34.1M +6% 6.41% 69.5% 73 2.74% 5.5
Cutler Investment Counsel
2517
Cutler Investment Counsel
Oregon
$640M +$64.2M +11% 5.13% 56.2% 90 2.22% 4.5
Granite Investment Advisors
2518
Granite Investment Advisors
New Hampshire
$639M +$41.2M +7% 7.26% 55.6% 197 15.74% 3.5
Brown Advisory Securities
2519
Brown Advisory Securities
Maryland
$639M +$49.9M +8% 9.57% 51% 262 6.87% 4.5
WealthShield Partners
2520
WealthShield Partners
North Carolina
$638M +$81.9M +15% 6.53% 71% 1,251 45.56% 0.7
Strategic Blueprint
2521
Strategic Blueprint
Georgia
$638M +$168M +36% 7.06% 82.1% 1,453 80.11% 0.2
Salomon & Ludwin
2522
Salomon & Ludwin
Virginia
$637M +$47.9M +8% 6.28% 52.6% 82 8.54% 1.7
Cozad Asset Management
2523
Cozad Asset Management
Illinois
$637M +$22.4M +4% 7.99% 132% 372 12.1% 1.7
First American Trust
2524
First American Trust
California
$637M +$3.26M +0.5% 7.44% 84.6% 165 19.39% 3.1
No Street GP LP
2525
No Street GP LP
California
$637M -$138M -18% 12.2% 246% 47 36.17% 0.6