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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
SAMC
1151
Spectrum Asset Management (Connecticut)
Connecticut
$1.14B +$34M +3% 1.25% 2.29% 23 8.7%
GI
1152
Gradient Investments
Minnesota
$1.14B +$123M +12% 1.03% 60.5% 844 22.99%
OCAM
1153
Onex Canada Asset Management
Ontario, Canada
$1.14B +$78.3M +7% 7.84% 65.9% 117 49.57%
TAM
1154
Timucuan Asset Management
Florida
$1.13B +$38.4M +4% 6.33% 65.7% 30 13.33%
CCM
1155
Covington Capital Management
California
$1.13B +$33.2M +3% 3.6% 32% 239 10.88%
FB
1156
Fulton Bank
Pennsylvania
$1.13B +$53.9M +5% 1.86% 44.5% 429 13.99%
RIG
1157
Roosevelt Investment Group
New York
$1.13B -$139M -11% 2.86% 57.6% 217 21.66%
MSE
1158
MUFG Securities EMEA
United Kingdom
$1.13B +$1.01B +905% 5.56% 77.8% 44 43.18%
SWITC
1159
Stewart West Indies Trading Company
Colorado
$1.12B +$77.8M +7% 8.64% 35.4% 25 4%
CPIM
1160
Columbia Partners Investment Management
Virginia
$1.12B -$155M -12% 4.97% 69.7% 343 32.07%
PHS
1161
Pekin Hardy Strauss
Illinois
$1.12B +$537M +92% 0.62% 97.9% 179 12.85%
AMI
1162
Amica Mutual Insurance
Rhode Island
$1.12B +$61.8M +6% 5.25% 69.7% 471 27.39%
SCM
1163
Sandler Capital Management
New York
$1.11B +$300M +37% 10.9% 288% 201 72.14%
WSTAM
1164
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11B +$40.9M +4% 5.39% 25.2% 345 23.77%
MCM
1165
Maltese Capital Management
New York
$1.11B +$285M +35% 30.8% 85.5% 219 35.62%
FHAM
1166
Folger Hill Asset Management
New York
$1.11B -$568M -34% 5.48% 83.9% 403 72.7%
RI
1167
Redwood Investments
Massachusetts
$1.11B -$200M -15% 6.09% 74.1% 197 19.29%
HB
1168
Homrich & Berg
Georgia
$1.11B +$15.3M +1% 2.03% 38.3% 290 12.07%
SRIM
1169
Saratoga Research & Investment Management
California
$1.11B -$61.8M -5% 0.2% 54.3% 46 4.35%
AL
1170
Aspiriant LLC
California
$1.1B +$99.7M +10% 0.61% 47.1% 192 9.9%
CAPTRUST Financial Advisors
1171
CAPTRUST Financial Advisors
North Carolina
$1.1B +$211M +24% 0.62% 60% 205 58.05%
BHIA
1172
Birch Hill Investment Advisors
Massachusetts
$1.1B +$24M +2% 3.25% 73.7% 131 6.11%
ACM
1173
Axar Capital Management
New York
$1.1B +$481M +78% 0.24% 680% 7 71.43%
FMII
1174
Farmers & Merchants Investments Inc
Nebraska
$1.09B +$140M +15% 5.51% 77.8% 833 14.65%
SIM
1175
SSI Investment Management
California
$1.09B -$38.4M -3% 0.15% 11.8% 319 10.66%