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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)
Loring Wolcott & Coolidge Fiduciary Advisors
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.7B +$36.9M +1% 3.1% 43.6% 660 11.21% 0.8
JFB Holdings Corp
602
JFB Holdings Corp
Georgia
$3.68B +$490M +15% 3.81% 22.9% 44 2.27% 0.9
JC
603
Jetstream Capital
Tennessee
$3.68B +$510M +16% 11.6% – 55 87.27% 0.1
VM
604
Valinor Management
New York
$3.66B +$402M +12% 8.92% 12.8% 54 27.78% 0.6
Ladenburg Thalmann Financial Services
605
Ladenburg Thalmann Financial Services
Florida
$3.65B +$223M +7% 4.52% 38.3% 4,183 10.73% 0.9
Castleark Management
606
Castleark Management
Illinois
$3.63B +$112M +3% 8.41% 248% 372 31.72% 0.6
PAR Capital Management
607
PAR Capital Management
Massachusetts
$3.62B +$316M +10% 3.13% 138% 71 19.72% 0.7
PC
608
Perry Capital
New York
$3.62B +$44.8M +1% 10.1% 7.3% 30 50% 0.4
Hermes Investment Management
609
Hermes Investment Management
United Kingdom
$3.62B +$445M +14% 5.22% 61.2% 252 3.57% 0.9
BC
610
Brahman Capital
New York
$3.61B +$493M +16% 3.94% 16.6% 21 14.29% 0.7
Slate Path Capital
611
Slate Path Capital
New York
$3.58B +$2.26B +171% 6.05% 394% 21 52.38% 0.5
ACG
612
Anchorage Capital Group
New York
$3.55B +$893M +34% 8.23% 24.9% 69 44.93% 0.4
Synovus Financial
613
Synovus Financial
Georgia
$3.53B +$137M +4% 4.71% 68.4% 1,009 12.98% 0.8
Todd Asset Management
614
Todd Asset Management
Kentucky
$3.52B +$60.3M +2% 4.71% 120% 234 24.79% 0.7
IIM
615
Ivory Investment Management
New York
$3.51B +$1.15B +48% 8.81% 32.8% 220 71.82% 0.4
Markel Group
616
Markel Group
Virginia
$3.51B +$250M +8% 4.77% 68% 114 16.67% 0.8
ArrowMark Colorado Holdings
617
ArrowMark Colorado Holdings
Colorado
$3.51B +$429M +14% 3.61% 92.5% 375 30.67% 0.6
Sumitomo Mitsui DS Asset Management
618
Sumitomo Mitsui DS Asset Management
Japan
$3.5B +$111M +3% 5.45% 117% 810 8.77% 0.9
FRM
619
Fore Research & Management
New York
$3.5B +$425M +14% 0.32% 1.94% 109 60.55% 0.2
Osterweis Capital Management
620
Osterweis Capital Management
California
$3.5B +$229M +7% 6.34% 93.7% 74 8.11% 0.9
Utah Retirement Systems
621
Utah Retirement Systems
Utah
$3.49B +$23.6M +0.7% 5.28% 130% 1,042 8.73% 0.9
AKRE Capital Management
622
AKRE Capital Management
Virginia
$3.44B +$316M +10% 5.16% 21.6% 44 15.91% 0.8
HL Financial Services
623
HL Financial Services
Kentucky
$3.43B +$116M +3% 4.11% 42.6% 710 16.2% 0.8
Granahan Investment Management
624
Granahan Investment Management
Massachusetts
$3.43B -$285M -8% 0.12% 265% 221 12.67% 0.8
Haverford Trust Company
625
Haverford Trust Company
Pennsylvania
$3.41B +$172M +5% 4.45% 55.5% 231 11.26% 0.8