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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)
PGM
4051
Parian Global Management
New York
$144M +$22.2M +18% 23.4% 65.2% 25 72% 0.1
22NW LP
4052
22NW LP
Washington
$144M -$16.8M -10% 20.8% 138% 62 37.1% 1.2
Mokosak Advisory Group
4053
Mokosak Advisory Group
Iowa
$144M +$14.6M +11% 11.1% 59.2% 24 20.83% 0.7
Hellman Jordan Management Company
4054
Hellman Jordan Management Company
Massachusetts
$144M +$54.1M +60% 21.9% 205% 68 50% 0.6
Western Asset Management Company
4055
Western Asset Management Company
California
$144M +$50.1M +54% 12.9% 2.29% 24 54.17% 1.4
Mitchell McLeod Pugh & Williams
4056
Mitchell McLeod Pugh & Williams
Alabama
$143M +$18.8M +15% 12.9% 90.7% 171 7.02% 3.5
WCM
4057
Wunderlich Capital Managemnt
Tennessee
$143M +$13.3M +10% 12.1% 33.6% 86 1.16% 3.2
Old North State Trust
4058
Old North State Trust
North Carolina
$143M +$45.4M +46% 10.1% – 401 11.97% 0.5
Broadleaf Partners
4059
Broadleaf Partners
Ohio
$143M +$18.2M +15% 20.9% 180% 55 14.55% 1
Aspen Investment Management
4060
Aspen Investment Management
Michigan
$143M +$18.6M +15% 11.6% 92.6% 140 10% 3.9
Towerpoint Wealth
4061
Towerpoint Wealth
California
$143M +$18.5M +15% 9% 67.7% 53 22.64% 0.8
Graybill Wealth Management
4062
Graybill Wealth Management
Illinois
$143M +$23.2M +19% 15.1% – 50 4% 3.4
Investors Asset Management of Georgia
4063
Investors Asset Management of Georgia
Georgia
$143M +$20.7M +17% 23.3% 118% 145 2.76% 3.5
WAM
4064
Westport Asset Management
Connecticut
$143M +$23.1M +19% 21.7% 64.2% 62 1.61% 2.9
Shayne & Jacobs LLC
4065
Shayne & Jacobs LLC
Tennessee
$143M +$5.7M +4% 5.92% 79.4% 26 3.85% 4.4
Roman Butler Fullerton & Co
4066
Roman Butler Fullerton & Co
Missouri
$143M +$25.4M +22% 13.8% 134% 188 23.94% 0.2
SL
4067
SWF LLC
Nebraska
$143M +$137K +0.1% 0.55% 82.9% 2 0% 1.3
Unio Capital
4068
Unio Capital
New Jersey
$143M +$16.1M +13% 12.1% 97.8% 73 8.22% 1
SWMG
4069
Signature Wealth Management Group
Georgia
$143M +$13.9M +11% 10.5% – 77 10.39% 1.1
West Paces Advisors
4070
West Paces Advisors
Georgia
$143M +$13.1M +10% 10.6% 57.7% 489 5.11% 2.1
LA
4071
LFL Advisers
Illinois
$143M +$15.3M +12% 13.2% 83% 9 0% 2
Elm Advisors
4072
Elm Advisors
California
$143M +$18.6M +15% 12% 50.5% 87 9.2% 4.1
Strategic Vision Investment
4073
Strategic Vision Investment
Hong Kong
$142M +$109M +320% 35.5% 95.6% 14 57.14% 0.2
Rainey & Randall Wealth Advisors
4074
Rainey & Randall Wealth Advisors
Florida
$142M +$16M +13% 10.3% 52.3% 43 11.63% 0.8
Emory University
4075
Emory University
Georgia
$142M +$15.4M +12% 16% – 52 25% 1.5