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)
EST
926
EA Series Trust
Pennsylvania
$2.84B – – 6.4% – 1,118 – 0
SAM
927
Southeastern Asset Management
Tennessee
$2.83B -$123M -4% 4.5% 26.7% 47 17.02% 2.4
PPFA
928
Provida Pension Fund Administrator
Chile
$2.83B +$316M +13% 3.36% 48.1% 71 14.08% 2.7
ROIC
929
Route One Investment Company
California
$2.83B +$141M +5% 5.24% 80.9% 16 18.75% 4.9
AIM
930
ARGA Investment Management
Connecticut
$2.83B +$154M +6% 0.14% 78.1% 132 15.91% 1.7
GC
931
Grimes & Company
Massachusetts
$2.82B +$380M +16% 3.74% 66.2% 326 10.74% 4.6
HCM
932
HMI Capital Management
California
$2.82B +$256M +10% 12.1% 5.95% 14 14.29% 2
SIG
933
Stonegate Investment Group
Alabama
$2.81B +$146M +5% 5.98% 88.8% 365 10.14% 1.1
MHI
934
Miller Howard Investments
New York
$2.81B +$46.5M +2% 2.4% 73.4% 208 15.87% 3
CG
935
Carlyle Group
District of Columbia
$2.81B -$545M -16% 3.42% 7.98% 30 13.33% 0.8
MMI
936
Matson Money Inc
Ohio
$2.8B +$89.4M +3% 0.61% 34.2% 11 0% 4.3
SCA
937
Snowden Capital Advisors
New York
$2.8B +$221M +9% 8.42% 100% 1,226 10.77% 2.8
PWLP
938
Prio Wealth Limited Partnership
Massachusetts
$2.79B +$185M +7% 10.5% 60% 256 5.47% 6.7
PP
939
Paloma Partners
Connecticut
$2.79B -$54.3M -2% 2.02% 314% 991 53.38% 0.5
SCM
940
Shelton Capital Management
Colorado
$2.79B +$385M +16% 11.5% 161% 768 10.81% 4.6
SPC
941
Sigma Planning Corp
Michigan
$2.78B -$224M -7% 6.26% 87.3% 1,382 19.25% 4
AA
942
Alesco Advisors
New York
$2.78B +$69M +3% 3.68% 46.9% 168 7.74% 5.4
MPWT
943
MassMutual Private Wealth & Trust
Connecticut
$2.78B +$164M +6% 7.2% 90.4% 2,071 18.93% 2.7
EOJOAM
944
E. Ohman J:or Asset Management
Sweden
$2.77B +$224M +9% 10.7% 110% 439 7.06% 4.6
IP
945
Interval Partners
New York
$2.77B +$249M +10% 12% 106% 359 57.94% 0.7
BFM
946
Boston Financial Management
Massachusetts
$2.77B +$207M +8% 9.04% 30.1% 326 11.04% 5.1
PEP
947
Providence Equity Partners
Rhode Island
$2.76B +$390M +16% 20.2% 12.4% 5 40% 1.8
CIP
948
Chartwell Investment Partners
Pennsylvania
$2.76B +$132M +5% 6.87% 57.2% 440 14.77% 3.6
VBA
949
Van Berkom & Associates
Quebec, Canada
$2.76B +$51M +2% 3.89% 45% 64 4.69% 4.7
SIC
950
Salem Investment Counselors
North Carolina
$2.75B +$259M +10% 13.5% 181% 1,212 12.87% 3.1