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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)
BAM
1076
Barrett Asset Management
New York
$2.65B +$471M +22% 10.4% 78.4% 678 43.07% 3.3
Busey Bank
1077
Busey Bank
Illinois
$2.64B +$161M +6% 10.4% 94.2% 375 7.73% 3.9
Valley Forge Capital Management
1078
Valley Forge Capital Management
Florida
$2.64B +$127M +5% 6.44% 49% 9 0% 4.1
FineMark National Bank & Trust
1079
FineMark National Bank & Trust
Florida
$2.64B +$280M +12% 11.2% 69.8% 493 13.79% 4.3
Adams Diversified Equity Fund
1080
Adams Diversified Equity Fund
Maryland
$2.64B +$106M +4% 13.8% 150% 104 18.27% 3
FAS
1081
Formuepleje A/S
Denmark
$2.63B +$129M +5% 7.78% 92.1% 62 4.84% 2.6
GCGM
1082
General Catalyst Group Management
Massachusetts
$2.63B +$662M +34% 4.2% 161% 15 33.33% 0.5
SCC
1083
Spring Creek Capital
Kansas
$2.63B +$574M +28% 5.9% 312% 761 34.95% 0.4
Geneos Wealth Management
1084
Geneos Wealth Management
Colorado
$2.63B +$16.4M +0.6% 7.66% 66.7% 2,947 10.38% 3.7
FHC
1085
First Heartland Consultants
Missouri
$2.62B +$1.97B +299% 1.4% 59.2% 423 21.51% 2.8
Modera Wealth Management
1086
Modera Wealth Management
New Jersey
$2.62B +$672M +34% 6.45% 68.2% 609 56.32% 1.4
Summit Partners Public Asset Management
1087
Summit Partners Public Asset Management
Massachusetts
$2.61B -$571M -18% 7.23% 1,167% 181 71.27% 0.7
FIG
1088
Fortress Investment Group
New York
$2.61B +$830M +47% 2.83% 97.5% 386 30.31% 0.6
Connectus Wealth
1089
Connectus Wealth
Ohio
$2.58B +$1.69B +189% 10.8% 37.8% 336 91.96% 0.1
BC
1090
Boxer Capital
California
$2.57B -$289M -10% 0.45% 262% 95 32.63% 1.4
BIAS
1091
Beacon Investment Advisory Services
New Jersey
$2.57B +$159M +7% 7.43% 95.8% 313 7.67% 2.7
SIC
1092
Schwartz Investment Counsel
Michigan
$2.57B +$142M +6% 8.51% 87.8% 140 6.43% 3.7
Heritage Investors Management Corp
1093
Heritage Investors Management Corp
Maryland
$2.57B +$194M +8% 9.6% 99.7% 288 8.33% 4.5
E
1094
Ergoteles
New York
$2.57B -$156M -6% 6% 76.4% 1,822 71.68% 0.2
BCV
1095
Banque Cantonale Vaudoise
Switzerland
$2.56B +$237M +10% 9.23% – 1,431 14.4% 1.3
Miracle Mile Advisors
1096
Miracle Mile Advisors
California
$2.56B +$488M +24% 6.37% 56% 491 24.44% 1.8
Park National Corp
1097
Park National Corp
Ohio
$2.56B +$189M +8% 11.1% 92.7% 315 8.25% 5.4
LOAMU
1098
Lombard Odier Asset Management (USA)
New York
$2.56B +$279M +12% 5.13% 96.8% 498 65.66% 0.4
Guinness Asset Management
1099
Guinness Asset Management
United Kingdom
$2.56B +$445M +21% 13.9% 73.9% 99 0% 4.5
First Citizens Bank & Trust
1100
First Citizens Bank & Trust
North Carolina
$2.56B +$463M +22% 9.45% 69% 452 14.6% 3