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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)
Patten Group
3476
Patten Group
Tennessee
$335M -$340M -50% 3.81% 99% 242 7.02% 5.7
Bedell Frazier Investment Counselling
3477
Bedell Frazier Investment Counselling
California
$335M -$6.92M -2% 3.24% 72.5% 94 12.77% 2.8
HT Partners
3478
HT Partners
Connecticut
$335M -$12.6M -4% 3.6% 71.1% 52 5.77% 4.5
MYCIO Wealth Partners
3479
MYCIO Wealth Partners
Pennsylvania
$335M +$16.1M +5% 2.94% 69.3% 47 8.51% 5.1
CFGSD
3480
Compass Financial Group (South Dakota)
South Dakota
$334M -$2.12M -0.6% 4.73% 72% 98 5.1% 0.7
Secure Asset Management
3481
Secure Asset Management
Michigan
$334M +$5.19M +2% 3.9% 97.2% 222 22.07% 1.7
Allied Investment Advisors
3482
Allied Investment Advisors
Montana
$334M -$11M -3% 3.9% 68.4% 62 11.29% 4.2
ALM First Financial Advisors
3483
ALM First Financial Advisors
Texas
$334M -$6.65M -2% 2.05% 50.5% 22 0% 0.6
KAS
3484
Kemnay Advisory Services
New York
$334M +$106M +47% 9.85% 167% 29 41.38% 3.3
Viola Ventures VC Management 4
3485
Viola Ventures VC Management 4
Israel
$334M -$147M -31% 0.28% 79.1% 5 20% 0.8
Pasadena Private Wealth
3486
Pasadena Private Wealth
California
$334M -$21.1M -6% 2.64% 53% 123 24.39% 2.1
Martin Investment Management
3487
Martin Investment Management
Florida
$334M -$20.9M -6% 0.22% 44% 52 7.69% 4.9
PenderFund Capital Management
3488
PenderFund Capital Management
British Columbia, Canada
$334M +$12M +4% 2.3% 129% 162 62.35% 1
Bank of New Hampshire
3489
Bank of New Hampshire
New Hampshire
$334M -$15.9M -5% 3.11% 96.5% 503 3.38% 1.7
Harbour Capital Advisors
3490
Harbour Capital Advisors
Virginia
$334M -$5.56M -2% 2.26% 168% 290 26.21% 2.3
Great Point Wealth Advisors
3491
Great Point Wealth Advisors
Massachusetts
$333M +$582K +0.2% 3.02% – 64 6.25% 2.9
Lodbrok Capital
3492
Lodbrok Capital
United Kingdom
$333M +$15.6M +5% 15.8% 25.9% 5 0% 1.4
Washington State Investment Board
3493
Washington State Investment Board
Washington
$333M -$20M -6% 9.44% 567% 2 0% 2.1
General Motors Holdings
3494
General Motors Holdings
Michigan
$333M -$53.2M -14% 13.6% 4.78% 3 0% 1.3
High Falls Advisors
3495
High Falls Advisors
New York
$333M -$17.6M -5% 4% 56.9% 117 17.95% 3.1
Paradiem
3496
Paradiem
Louisiana
$333M -$18M -5% 1.55% 107% 103 2.91% 1.9
Legion Partners Asset Management
3497
Legion Partners Asset Management
California
$333M -$9.49M -3% 4.28% 206% 14 7.14% 2.3
Pacific Sage Partners
3498
Pacific Sage Partners
Washington
$332M -$5.41M -2% 2.99% 58.9% 93 11.83% 0.7
Lebenthal Global Advisors
3499
Lebenthal Global Advisors
New York
$332M -$12.6M -4% 3.78% 57.2% 133 22.56% 1.4
Doliver Advisors
3500
Doliver Advisors
Texas
$332M +$3.61M +1% 2.95% 92.3% 166 14.46% 3.1