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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)
Versor Investments
3001
Versor Investments
New York
$580M -$51.8M -8% 3.08% 240% 1,029 57.34% 0.4
Kentucky Retirement Systems Insurance Trust Fund
3002
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$580M -$862M -60% 1.15% 115% 635 48.98% 7.2
Mirova
3003
Mirova
France
$580M +$838K +0.1% 4.1% 64.6% 133 12.78% 2.7
SJS Investment Consulting
3004
SJS Investment Consulting
Ohio
$579M +$12.4M +2% 0.09% 69.4% 1,727 11.35% 2.3
St. James Investment Company
3005
St. James Investment Company
Texas
$579M -$13.1M -2% 3.28% 43.8% 32 25% 3.6
Capital Insight Partners
3006
Capital Insight Partners
Arizona
$579M +$7.22M +1% 1.46% 51.7% 163 7.98% 3.6
Eagle Strategies
3007
Eagle Strategies
New York
$578M +$24.2M +4% 0.13% 77.7% 228 13.6% 1.4
Intellus Advisors
3008
Intellus Advisors
Florida
$578M – – 1.65% – 118 – 0
Montecito Bank & Trust
3009
Montecito Bank & Trust
California
$577M -$9.7M -2% 0.06% – 287 6.62% 5.5
Crawford Fund Management
3010
Crawford Fund Management
Massachusetts
$577M +$111M +24% 0.24% – 241 26.56% 0.6
Polymer Capital Management (HK)
3011
Polymer Capital Management (HK)
Hong Kong
$577M +$145M +33% 12.6% – 228 59.65% 0.3
P.J. Schmidt Investment Management (PJS)
3012
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577M -$2.72M -0.5% 1.92% 75.9% 190 4.74% 5.2
JC
3013
Joho Capital
New York
$576M -$56.8M -9% 7.22% 80.2% 12 16.67% 2.5
Front Street Capital Management
3014
Front Street Capital Management
Montana
$576M -$42.4M -7% 4.05% 316% 72 13.89% 5.3
Serenus Wealth Advisors
3015
Serenus Wealth Advisors
California
$575M – – 1.18% – 60 – 0
MTC
3016
Matrix Trust Company
Colorado
$575M +$40.6M +8% 2.49% 51.4% 286 28.67% 0.8
James J. Burns & Company
3017
James J. Burns & Company
New York
$575M +$22.2M +4% 0.76% 70.2% 152 10.53% 1.3
Greystone Financial Group
3018
Greystone Financial Group
Michigan
$575M +$15.3M +3% 0.99% 79.3% 109 19.27% 1.5
Horizon Wealth Management
3019
Horizon Wealth Management
Illinois
$575M +$73.8M +15% 2.31% 109% 105 20.95% 1.7
North Point Portfolio Managers
3020
North Point Portfolio Managers
Ohio
$575M -$49M -8% 0.12% 72.8% 96 31.25% 4.8
Gilman Hill Asset Management
3021
Gilman Hill Asset Management
Connecticut
$574M -$23.7M -4% 2.73% 54.2% 239 14.64% 4.6
NM
3022
Newtyn Management
New York
$574M -$77.2M -12% 0.02% 52% 42 28.57% 1.7
YLHM
3023
Yelin Lapidot Holdings Management
Israel
$574M -$33M -5% 3.36% 144% 100 10% 1
Oarsman Capital
3024
Oarsman Capital
Wisconsin
$574M +$30.8M +6% 0.78% 70.6% 959 11.26% 1.2
Evelyn Partners Investment Management Services
3025
Evelyn Partners Investment Management Services
$574M – – 2.15% – 277 – 0