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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)
1CP
1001
1607 Capital Partners
Virginia
$1.72B -$83.8M -5% 2.59% 28.5% 118 15.25% 3.2
SAM
1002
Sandell Asset Management
New York
$1.72B +$820M +91% 8.31% 322% 60 58.33% 0.5
FCIM
1003
Fairview Capital Investment Management
California
$1.71B +$126M +8% 6.15% 61.7% 143 16.78% 2.6
Waverton Investment Management
1004
Waverton Investment Management
United Kingdom
$1.71B +$6.85M +0.4% 7.16% 129% 80 18.75% 2.6
Associated Banc-Corp
1005
Associated Banc-Corp
Wisconsin
$1.71B -$47.8M -3% 2.59% 88.8% 279 3.94% 3.9
Copeland Capital Management
1006
Copeland Capital Management
Pennsylvania
$1.71B +$148M +10% 6.24% 56.7% 138 7.25% 2.9
Burney Company
1007
Burney Company
Virginia
$1.71B +$91.4M +6% 1.9% 129% 463 15.98% 3
SIM
1008
Spark Investment Management
New York
$1.71B +$141M +9% 13.8% 459% 804 45.15% 0.9
FFA
1009
First Foundation Advisors
California
$1.7B -$90.5M -5% 5.26% 70.4% 358 17.32% 2.3
First National Bank of Omaha
1010
First National Bank of Omaha
Nebraska
$1.7B +$28.6M +2% 2.93% 70.9% 402 8.21% 3.1
TCG
1011
Tremblant Capital Group
Florida
$1.7B +$126M +8% 4.65% 131% 50 44% 1.4
SDJVC
1012
St. Denis J. Villere & Co
Louisiana
$1.7B +$18.1M +1% 7.57% 32.6% 56 17.86% 3.2
CCM
1013
Cadence Capital Management
Massachusetts
$1.69B +$154M +10% 4.79% 0.72% 704 10.51% 2.2
MWAC
1014
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.69B +$62.3M +4% 1.97% 54.1% 311 16.4% 2.6
IAM
1015
Impax Asset Management
New Hampshire
$1.69B -$46.1M -3% 4.87% 47.7% 214 14.95% 2
ICM
1016
Ionic Capital Management
New York
$1.69B +$89.8M +6% 0.39% 163% 315 56.51% 0.7
SIM
1017
Strategic Investment Management
Virginia
$1.69B +$309M +22% 3.33% 53.3% 11 0% 2.5
Bailard
1018
Bailard
California
$1.68B +$112M +7% 2.83% 105% 561 24.42% 1.1
Steward Partners Investment Advisory
1019
Steward Partners Investment Advisory
New York
$1.68B +$214M +15% 2.98% 88.5% 2,672 18.38% 0.9
Tenor Capital Management
1020
Tenor Capital Management
New York
$1.67B +$92M +6% 0.04% 4.73% 80 20% 0.6
WAM
1021
Wellesley Asset Management
New Hampshire
$1.67B -$221M -12% 0% 0% 65 0% 1.2
HAM
1022
Highstreet Asset Management
Ontario, Canada
$1.67B +$135M +9% 3.29% 22.5% 335 25.97% 1.7
VF
1023
Virtu Financial
New York
$1.67B -$192M -10% 3.1% 160% 2,892 67.53% 0.3
KSCM
1024
King Street Capital Management
New York
$1.67B +$516M +45% 2.12% 140% 23 47.83% 0.5
Destination Wealth Management
1025
Destination Wealth Management
California
$1.67B +$21.1M +1% 2.31% 52.7% 700 42.14% 1