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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)
Balentine LLC
1026
Balentine LLC
Georgia
$1.66B +$220M +15% 2.95% 59.8% 770 45.45% 0.5
BBVA USA Bancshares
1027
BBVA USA Bancshares
Texas
$1.66B +$68.1M +4% 4.5% 66.2% 552 10.51% 3.8
Sullivan, Bruyette, Speros & Blaney
1028
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.66B +$19.3M +1% 2.91% 46.7% 238 12.61% 1.7
LS Investment Advisors
1029
LS Investment Advisors
Michigan
$1.65B +$49.4M +3% 4.75% 98.7% 1,738 3.05% 4.1
Burney Company
1030
Burney Company
Virginia
$1.65B +$34.9M +2% 4.08% 129% 467 9.85% 3.6
Weiss Asset Management
1031
Weiss Asset Management
Massachusetts
$1.65B +$370M +29% 1.04% 138% 457 56.02% 0.3
Taconic Capital Advisors
1032
Taconic Capital Advisors
New York
$1.64B -$133M -8% 3.38% 273% 66 50% 0.8
Two Creeks Capital Management
1033
Two Creeks Capital Management
New York
$1.64B +$160M +11% 3.58% 38.8% 22 13.64% 1.8
Ursa Fund Management
1034
Ursa Fund Management
California
$1.64B +$436M +36% 6.2% 93.5% 20 65% 0.5
Dearborn Partners
1035
Dearborn Partners
Illinois
$1.64B +$139M +9% 5.24% 46.1% 232 14.22% 3.4
Bailard
1036
Bailard
California
$1.64B +$23.5M +1% 4.29% 105% 630 28.89% 1.6
NewEdge Advisors
1037
NewEdge Advisors
Louisiana
$1.63B +$85M +5% 3.65% 88% 717 15.48% 1.5
Tremblant Capital Group
1038
Tremblant Capital Group
Florida
$1.63B -$94.8M -5% 1.11% 131% 49 36.73% 1.7
Advisory Services Network
1039
Advisory Services Network
Georgia
$1.63B +$207M +15% 3.48% 105% 3,016 18.3% 2.4
St. Denis J. Villere & Co
1040
St. Denis J. Villere & Co
Louisiana
$1.63B +$104M +7% 4.33% 32.6% 49 14.29% 3.8
Cortina Asset Management
1041
Cortina Asset Management
Wisconsin
$1.62B +$14.8M +0.9% 5.71% 115% 195 17.95% 1.7
Iconiq Capital
1042
Iconiq Capital
California
$1.61B +$675M +72% 6.99% 0.21% 54 24.07% 2.7
Geneos Wealth Management
1043
Geneos Wealth Management
Colorado
$1.61B +$96.8M +6% 2.53% 66.7% 2,541 7.67% 2.3
Parsec Financial Management
1044
Parsec Financial Management
North Carolina
$1.61B +$36.3M +2% 3.2% 70.7% 258 8.14% 3.7
Basswood Capital Management
1045
Basswood Capital Management
New York
$1.61B +$68.1M +4% 7.12% 111% 142 19.72% 3.1
Glenview Trust
1046
Glenview Trust
Kentucky
$1.61B +$50.4M +3% 3.65% 99.2% 329 3.65% 3.5
Praesidium Investment Management Company
1047
Praesidium Investment Management Company
New York
$1.6B +$99.2M +7% 4.72% 79% 13 0% 3.2
Oak Associates
1048
Oak Associates
Ohio
$1.6B -$32.5M -2% 2.21% 152% 157 7.01% 3.7
EP Wealth Advisors
1049
EP Wealth Advisors
California
$1.6B +$561M +54% 4.04% – 349 41.83% 1.4
Motley Fool Wealth Management
1050
Motley Fool Wealth Management
Virginia
$1.6B +$41.6M +3% 4.55% 70.7% 142 11.27% 2.8