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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
TH
976
TCTC Holdings
Texas
$1.47B -$116M -7% 3.25% 65.1% 185 3.24%
IA
977
Icon Advisers
Colorado
$1.47B +$69.5M +5% 2.81% 86.9% 424 33.49%
CDR
978
Clayton Dubilier & Rice
New York
$1.47B -$196M -12% 11.2% 52.2% 6 16.67%
FIM
979
Freedom Investment Management
Connecticut
$1.47B +$86.6M +6% 3.69% 58.5% 950 25.05%
1CP
980
1607 Capital Partners
Virginia
$1.46B -$77.2M -5% 0.98% 19.1% 138 12.32%
BG
981
Bollard Group
Massachusetts
$1.46B +$222M +18% 16.4% 72.6% 266 4.89%
NAM
982
NorthCoast Asset Management
Connecticut
$1.46B +$285M +24% 0.02% 34.4% 211 60.66%
ESG
983
Emerging Sovereign Group
New York
$1.45B -$179M -11% 2.19% 66.1% 28 35.71%
CCM
984
Copeland Capital Management
Pennsylvania
$1.45B -$5.41M -0.4% 4.29% 43.3% 178 19.1%
QF
985
QVT Financial
New York
$1.45B -$178M -11% 0.32% 281% 91 24.18%
FCM
986
Fairholme Capital Management
Florida
$1.45B -$204M -12% 3.68% 55.5% 13 7.69%
PGFC
987
Peapack-Gladstone Financial Corp
New Jersey
$1.45B +$24.3M +2% 3.04% 63.1% 330 10%
CSIC
988
Clifford Swan Investment Counsel
California
$1.45B -$29.4M -2% 3.06% 60.8% 279 9.68%
LIA
989
LS Investment Advisors
Michigan
$1.44B +$104M +8% 3.07% 85.7% 1,910 4.5%
BIM
990
Bogle Investment Management
Massachusetts
$1.44B -$54.7M -4% 12.4% 181% 559 65.47%
VIA
991
Virtus Investment Advisers
Connecticut
$1.44B +$1.29B +834% 11.4% 131% 32 75%
PA
992
Perceptive Advisors
New York
$1.44B +$302M +27% 21.9% 1,499% 229 48.91%
CIA
993
Choate Investment Advisors
Massachusetts
$1.44B -$4.64M -0.3% 1.79% 60% 260 18.46%
NIP
994
Nicholas Investment Partners
California
$1.44B +$72.9M +5% 4.6% 362% 359 34.54%
Kovitz Investment Group Partners
995
Kovitz Investment Group Partners
Illinois
$1.44B -$252M -15% 0.31% 68.3% 129 9.3%
AIM
996
Allen Investment Management
New York
$1.44B +$167M +13% 4.98% 78.1% 239 22.18%
AAM
997
AMI Asset Management
California
$1.44B -$21M -1% 4.57% 81.6% 72 11.11%
MAI
998
Marble Arch Investments
New York
$1.44B +$23.3M +2% 1.36% 48.7% 21 42.86%
PC
999
Perry Capital
New York
$1.43B -$684M -32% 3.87% 7.3% 15 40%
KIA
1000
KCM Investment Advisors
California
$1.43B +$71.9M +5% 3.42% 71.2% 551 10.71%