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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)
Pacific Capital Wealth Advisors
2901
Pacific Capital Wealth Advisors
California
$595M +$47.2M +9% 6.19% 54.1% 614 30.78% 0.8
Nelson Capital Management
2902
Nelson Capital Management
California
$594M +$30.6M +5% 3.59% 121% 115 12.17% 5.2
AO
2903
Allen Operations
New York
$594M +$82.6M +16% 25.8% 218% 35 14.29% 4.9
Secure Asset Management
2904
Secure Asset Management
Michigan
$594M +$65M +12% 5.75% 97.2% 327 19.88% 1.4
12th Street Asset Management Company
2905
12th Street Asset Management Company
Tennessee
$593M +$45M +8% 10.7% 106% 31 6.45% 3.4
Glen Eagle Advisors
2906
Glen Eagle Advisors
New Jersey
$593M +$46.3M +8% 6.41% 68.5% 1,195 7.95% 4.1
St. James Investment Company
2907
St. James Investment Company
Texas
$592M +$20.4M +4% 9.51% 43.8% 28 14.29% 3.9
Flagship Pioneering
2908
Flagship Pioneering
Massachusetts
$592M -$251M -30% 16.3% 13.3% 6 0% 5.3
Semper Augustus Investments Group
2909
Semper Augustus Investments Group
Colorado
$592M +$32.6M +6% 1.14% 95.4% 41 14.63% 6.1
Fractal Investments
2910
Fractal Investments
Connecticut
$592M +$17M +3% 2.49% 74.2% 87 10.34% 1.6
FinTrust Capital Advisors
2911
FinTrust Capital Advisors
South Carolina
$591M +$40.7M +7% 6.5% 23.6% 1,488 13.51% 3.1
Primavera Capital Management
2912
Primavera Capital Management
Cayman Islands
$591M +$73.7M +14% 46.7% 1.21% 4 25% 3.3
LCM
2913
Lonestar Capital Management
California
$591M +$501M +558% 13.3% 260% 24 62.5% 0.8
MG
2914
Magnolia Group
Nebraska
$591M -$67.7M -10% 8.83% 9.52% 10 10% 4.5
Enclave Advisors
2915
Enclave Advisors
Texas
$590M – – 5.26% – 119 – 0
Radcliffe Capital Management
2916
Radcliffe Capital Management
Pennsylvania
$589M +$74.8M +15% 0.02% 4.8% 44 20.45% 0.8
Black Diamond Financial
2917
Black Diamond Financial
Maryland
$589M +$71.2M +14% 6.17% 68.3% 154 15.58% 2.9
Liberty Wealth Management
2918
Liberty Wealth Management
California
$589M +$43M +8% 6.07% 64.2% 267 26.59% 2.2
Olstein Capital Management
2919
Olstein Capital Management
New York
$588M +$25.5M +5% 8.22% 16.6% 101 4.95% 5.8
Allen Mooney & Barnes Investment Advisors
2920
Allen Mooney & Barnes Investment Advisors
Georgia
$587M +$28.2M +5% 7.09% 78.9% 160 8.75% 2.1
High Probability Advisors
2921
High Probability Advisors
New York
$587M +$35.7M +6% 5.61% 52.6% 57 5.26% 2.5
Gabelli & Co Investment Advisers
2922
Gabelli & Co Investment Advisers
New York
$587M -$11.3M -2% 9.42% 248% 301 38.21% 1.6
Northwest Bancshares
2923
Northwest Bancshares
Pennsylvania
$587M +$36.9K +0% 6.21% 84.8% 192 9.9% 4.2
Montecito Bank & Trust
2924
Montecito Bank & Trust
California
$587M +$95.5M +19% 5.1% – 289 13.84% 5.3
Glassman Wealth Services
2925
Glassman Wealth Services
Virginia
$587M +$44.1M +8% 6.57% 62.6% 198 11.62% 4.1