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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)
HA
1076
Heartland Advisors
Wisconsin
$1.49B -$62.8M -4% 0.48% 88.6% 228 23.68% 1.8
CI
1077
Cigna Investments
Connecticut
$1.49B -$40.3M -3% 1.12% 138% 944 18.54% 1
FAM
1078
Foxhaven Asset Management
Virginia
$1.49B +$50.5M +4% 9.76% 88.2% 28 42.86% 1.2
Marshfield Associates
1079
Marshfield Associates
District of Columbia
$1.49B -$39M -3% 1.36% 59.7% 20 5% 3.2
HA
1080
Hamel Associates
New Jersey
$1.49B +$1.28B +604% 17.6% 50.6% 96 17.71% 2.7
CFIC
1081
City Financial Investment Company
United Kingdom
$1.49B +$659M +79% 1.7% – 121 66.94% 0.2
Wealth Enhancement Advisory Services
1082
Wealth Enhancement Advisory Services
Minnesota
$1.49B +$79.9M +6% 0.64% 85.5% 191 54.45% 1.1
FHAM
1083
Folger Hill Asset Management
New York
$1.49B +$502M +51% 1.79% 83.9% 307 67.75% 0.2
KL
1084
KGH Ltd
Bahamas
$1.49B +$238M +19% 0.71% 139% 75 41.33% 0.9
NEI
1085
Northwest & Ethical Investments
Ontario, Canada
$1.49B -$49.7M -3% 2.95% 78.1% 378 15.34% 1.9
OCBV
1086
Ownership Capital B.V.
Netherlands
$1.49B +$56.1M +4% 6.91% 62.8% 19 10.53% 1.6
NI
1087
Nuance Investments
Missouri
$1.48B -$14.5M -1% 2.49% 3.13% 71 26.76% 1.1
DGHMC
1088
Dalton, Greiner, Hartman, Maher & Co
New York
$1.48B -$431M -23% 3.08% 63% 177 19.77% 2.2
BCM
1089
Bluefin Capital Management
New York
$1.48B -$170M -10% 0.48% – 670 68.21% 0.5
Credit Agricole
1090
Credit Agricole
France
$1.48B -$17M -1% 3.35% – 410 24.63% 3.1
TCA
1091
Taconic Capital Advisors
New York
$1.47B -$66.8M -4% 1.19% 273% 61 65.57% 0.6
VAM
1092
ValueInvest Asset Management
Luxembourg
$1.47B -$149M -9% 6.61% – 11 0% 1.3
MCM
1093
Maltese Capital Management
New York
$1.47B +$137M +10% 1.72% 114% 236 28.81% 1.6
GFWEX
1094
G.F.W. Energy XI
Texas
$1.47B +$542M +59% 1.68% – 2 50% 0.6
LOAME
1095
Lombard Odier Asset Management (Europe)
United Kingdom
$1.46B -$131M -8% 0.1% 79.7% 416 13.7% 1.4
PFM
1096
Parsec Financial Management
North Carolina
$1.46B -$10.1M -0.7% 0.98% 70.7% 243 7% 3
Boston Financial Management
1097
Boston Financial Management
Massachusetts
$1.46B -$30.5M -2% 0.41% 30.1% 277 5.78% 2.9
Tiedemann Advisors
1098
Tiedemann Advisors
New York
$1.46B +$155M +12% 3.93% 31.5% 278 24.82% 1
Steward Partners Investment Advisory
1099
Steward Partners Investment Advisory
New York
$1.46B +$152M +12% 0.48% 88.5% 2,444 24.55% 0.7
COLIM
1100
City of London Investment Management
United Kingdom
$1.46B +$14.7M +1% 0.57% 102% 113 23.89% 1.9