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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)
FineMark National Bank & Trust
1026
FineMark National Bank & Trust
Florida
$2.09B -$175M -8% 5.55% 69.8% 433 10.16% 5.5
CRM
1027
Cramer Rosenthal McGlynn
Connecticut
$2.08B -$93M -4% 1.33% 113% 103 4.85% 2.7
GSIS
1028
Global Strategic Investment Solutions
Arizona
$2.08B +$694M +50% 8.2% 51.8% 141 19.15% 2
NONA
1029
Ninety One North America
New York
$2.08B -$173M -8% 5.42% 70.6% 84 10.71% 3
CCM
1030
CAAS Capital Management
New York
$2.08B +$77.9M +4% 0.09% 11% 1,076 41.82% 0.5
CAM
1031
ClariVest Asset Management
California
$2.08B -$217M -9% 0.88% 106% 779 22.72% 2
Forum Financial Management
1032
Forum Financial Management
Illinois
$2.07B +$88.4M +4% 5.86% 53.1% 613 17.29% 0.6
NSCM
1033
New South Capital Management
Tennessee
$2.07B -$122M -6% 5.55% 106% 64 4.69% 5.6
WRBC
1034
W.R. Berkley Corp
Connecticut
$2.06B +$45.6M +2% 0.43% 38.7% 573 14.14% 1
TP
1035
Theleme Partners
United Kingdom
$2.05B -$445M -18% 8.61% 35.5% 12 16.67% 1.9
Wilmington Savings Fund Society
1036
Wilmington Savings Fund Society
Delaware
$2.05B -$126M -6% 5.13% – 374 4.55% 6.4
Aspiriant LLC
1037
Aspiriant LLC
California
$2.04B -$27.8M -1% 5.53% 47.1% 282 9.93% 3.7
GW & Wade
1038
GW & Wade
Massachusetts
$2.04B -$162M -7% 4.7% 32.2% 407 13.02% 3.9
FFA
1039
First Foundation Advisors
California
$2.04B -$222M -10% 5.71% 70.4% 427 16.63% 3.8
CA
1040
Cornerstone Advisors
North Carolina
$2.04B +$130M +7% 3.93% 108% 210 16.67% 1.9
Bank Pictet & Cie (Europe)
1041
Bank Pictet & Cie (Europe)
Germany
$2.03B -$132M -6% 4.12% 99.4% 174 13.79% 3.2
Orgel Wealth Management
1042
Orgel Wealth Management
Wisconsin
$2.03B +$259M +15% 5.08% 39.6% 69 15.94% 2.7
Busey Bank
1043
Busey Bank
Illinois
$2.02B -$130M -6% 4.99% 94.2% 322 6.21% 5
SCH
1044
Sylebra Capital (HK)
Hong Kong
$2.02B +$240M +13% 13.5% 16.6% 19 10.53% 2.1
ACR Alpine Capital Research
1045
ACR Alpine Capital Research
Missouri
$2.02B -$184M -8% 11.6% 58.1% 42 4.76% 3.8
Adams Diversified Equity Fund
1046
Adams Diversified Equity Fund
Maryland
$2B -$101M -5% 3.56% 150% 104 24.04% 2.6
NMC
1047
NEA Management Company
Maryland
$2B +$56.4M +3% 30.6% 823% 62 16.13% 2.9
PFM
1048
Parsec Financial Management
North Carolina
$2B -$61.4M -3% 5.45% 70.7% 294 10.54% 5.4
Eisler Capital (UK)
1049
Eisler Capital (UK)
United Kingdom
$2B -$1.09B -35% 6.11% 3.95% 496 69.15% 0.4
Benjamin F. Edwards & Company
1050
Benjamin F. Edwards & Company
Missouri
$1.99B -$75.1M -4% 4.89% 19.7% 1,940 10.88% 4.1