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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)
BUB
1026
BBVA USA Bancshares
Texas
$1.76B +$207M +13% 8.29% 66.2% 681 47.43% 2.3
RC
1027
RGM Capital
Florida
$1.75B +$247M +16% 14% 48.6% 21 4.76% 2.6
CEP
1028
Chicago Equity Partners
Illinois
$1.74B -$359M -17% 9.49% 34.8% 1,016 32.68% 1.3
Montrusco Bolton Investments
1029
Montrusco Bolton Investments
Quebec, Canada
$1.74B +$41.6M +2% 4.65% 101% 64 6.25% 3.5
Carnegie Investment Counsel
1030
Carnegie Investment Counsel
Ohio
$1.74B +$167M +11% 8.67% 101% 443 9.71% 3.3
Armistice Capital
1031
Armistice Capital
New York
$1.73B +$225M +15% 20.5% 79.7% 98 60.2% 0.5
YCMGA
1032
York Capital Management Global Advisors
New York
$1.73B -$424M -20% 9.83% 74.1% 65 69.23% 0.4
FIM
1033
Frontier Investment Management
Texas
$1.73B +$155M +10% 7.5% 16.4% 346 20.23% 2.4
Voleon Capital Management
1034
Voleon Capital Management
California
$1.73B +$428M +33% 10.3% – 254 74.8% 0.2
Eastern Bank
1035
Eastern Bank
Massachusetts
$1.72B +$118M +7% 7.29% 102% 201 8.46% 4.3
CK
1036
Cohen Klingenstein
New York
$1.72B +$131M +8% 9.1% 87.7% 241 1.66% 3.9
TAL
1037
TIG Advisors LLC
New York
$1.72B -$457M -21% 15.1% 379% 81 79.01% 0.2
PFM
1038
Parsec Financial Management
North Carolina
$1.71B +$112M +7% 9.33% 70.7% 273 9.52% 3.7
Quilter Plc
1039
Quilter Plc
United Kingdom
$1.7B – – 11.1% 110% 225 – 0
Avantax Planning Partners
1040
Avantax Planning Partners
Iowa
$1.7B +$71.1M +4% 6.25% 51% 324 11.11% 2.1
GAM
1041
GuardCap Asset Management
United Kingdom
$1.7B +$339M +25% 9.96% 21.9% 26 3.85% 1.7
OA
1042
Oak Associates
Ohio
$1.7B +$76.5M +5% 10% 152% 155 10.32% 4
Wilbanks Smith & Thomas Asset Management
1043
Wilbanks Smith & Thomas Asset Management
Virginia
$1.69B +$111M +7% 7.04% 25.2% 455 14.51% 3.3
Capital Wealth Planning
1044
Capital Wealth Planning
Florida
$1.69B +$117M +7% 6.26% 73.9% 273 35.53% 0.9
Trexquant Investment
1045
Trexquant Investment
Connecticut
$1.69B +$533M +46% 8.5% 112% 1,374 67.98% 0.2
LCP
1046
LGT Capital Partners
Switzerland
$1.69B +$170M +11% 7.51% 67.2% 74 10.81% 2.7
UIC
1047
Uniplan Investment Counsel
Wisconsin
$1.69B +$77.3M +5% 2.72% 70.5% 138 18.84% 2.4
SRAM
1048
Stone Ridge Asset Management
New York
$1.68B +$7.52M +0.5% 9.19% – 1,102 18.97% 1.6
SIM
1049
Sentry Investment Management
Wisconsin
$1.68B +$147M +10% 10.2% 103% 454 7.71% 4.3
DA
1050
Duality Advisers
Florida
$1.67B -$117M -7% 5.48% 18.3% 458 49.34% 0.3