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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)
DWA
2776
Dorsey Wright & Associates
California
$218M +$293K +0.1% 7.93% 311% 146 52.74% 0.6
Sequoia Financial Advisors
2777
Sequoia Financial Advisors
Ohio
$218M +$71.9M +49% 1.32% 78.3% 196 26.02% 0.8
VV
2778
Verity & Verity
South Carolina
$218M +$7.23M +3% 1.47% 76.4% 67 4.48% 1.5
CC
2779
CCMP Capital
New York
$218M -$196M -47% 1.57% 12.3% 2 0% 0.3
LFR
2780
Lehman Financial Resources
Pennsylvania
$218M +$13.9M +7% 0.45% 58.2% 457 14.44% 1.3
Atlantic Union Bankshares
2781
Atlantic Union Bankshares
Virginia
$217M -$7.48M -3% 1.25% 78.9% 127 3.94% 0.9
FM
2782
Family Management
New York
$217M -$3.55M -2% 1.67% 69% 95 20% 1.1
MCM
2783
McRae Capital Management
New Jersey
$217M +$312K +0.1% 0.72% 78.2% 82 6.1% 1.5
MWP
2784
Moller Wealth Partners
$217M +$14.4M +7% 3.16% 44.1% 45 6.67% 1.5
HM
2785
Heronetta Management
New York
$217M -$8.03M -4% 4.72% 59.7% 39 15.38% 1.5
RIG
2786
Renaissance Investment Group
Massachusetts
$217M +$4.7M +2% 3.32% 99.6% 77 3.9% 1.5
OC
2787
Oakworth Capital
Alabama
$216M +$23.2M +12% 3.31% 64.3% 590 5.93% 1.1
SIRP
2788
Shelter Insurance Retirement Plan
Missouri
$216M -$39.2M -15% 2.02% 60.5% 44 11.36% 1.7
Dragoneer Investment Group
2789
Dragoneer Investment Group
California
$216M -$4.77M -2% 6.17% 77.3% 11 27.27% 0.2
NCIM
2790
New Century Investment Management
Michigan
$216M +$14.2M +7% 7.07% 103% 106 33.02% 0.8
T
2791
Tahithromos
New York
$216M +$7.48M +4% 1.92% 16.4% 48 64.58% 0.4
Cambridge Associates
2792
Cambridge Associates
Massachusetts
$216M +$18.1M +9% 1.48% 50.1% 17 11.76% 0.9
SFU
2793
Stonehage Fleming (UK)
United Kingdom
$216M +$12.5M +6% 1.55% – 322 49.07% 0.7
BL
2794
BCWM LLC
Kansas
$216M +$8.94M +4% 1.93% – 99 17.17% 1.3
DAM
2795
Doheny Asset Management
California
$216M +$6.49M +3% 4.04% 135% 126 14.29% 1.3
AMG
2796
Asset Management Group
Connecticut
$216M +$17M +9% 2.04% 57% 99 15.15% 1.4
UAS
2797
United Asset Strategies
New York
$216M -$18.4M -8% 0.45% 94.6% 140 27.14% 0.9
WCF
2798
West Coast Financial
California
$215M +$22.3M +12% 2.67% 22.2% 105 23.81% 1.3
OM
2799
Opaleye Management
Massachusetts
$215M +$17.5M +9% 29.4% 748% 47 42.55% 0.5
WRTC
2800
Wind River Trust Company
Wyoming
$215M +$34.8M +19% 1.58% 62.1% 12 0% 1.5