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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)
Allworth Financial
1176
Allworth Financial
California
$1.21B +$80.9M +7% 3.01% 53.3% 841 15.1% 1.9
Sigma Planning Corp
1177
Sigma Planning Corp
Michigan
$1.21B +$148M +14% 3.99% 87.3% 899 17.91% 1.7
HCM
1178
Howland Capital Management
Massachusetts
$1.21B +$29.2M +2% 3.83% 72% 233 9.44% 3.2
Greenwoods Asset Management
1179
Greenwoods Asset Management
Cayman Islands
$1.21B +$355M +41% 31.9% 223% 27 25.93% 1.1
Tower Research Capital (TRC)
1180
Tower Research Capital (TRC)
New York
$1.21B +$330M +37% 5.48% 144% 4,516 54.67% 0.6
IGM
1181
Incline Global Management
New York
$1.21B -$17M -1% 4.65% 40.1% 42 47.62% 0.5
FIM
1182
Frontier Investment Management
Texas
$1.21B +$143M +13% 2.21% 16.4% 265 15.85% 1.9
Wealth Enhancement Advisory Services
1183
Wealth Enhancement Advisory Services
Minnesota
$1.21B +$127M +12% 4.08% 85.5% 192 58.33% 0.9
ACM
1184
Ashe Capital Management
New Jersey
$1.21B +$39.7M +3% 6.65% 70.7% 13 0% 1.9
MassMutual Private Wealth & Trust
1185
MassMutual Private Wealth & Trust
Connecticut
$1.21B +$83.4M +7% 4.26% 90.4% 1,205 23.82% 1.5
Capital International Sarl
1186
Capital International Sarl
California
$1.2B +$44.6M +4% 7.89% 149% 150 15.33% 2.5
1SB
1187
1ST Source Bank
Indiana
$1.2B +$41.3M +4% 4.64% 80.8% 231 6.49% 3.3
EC
1188
EMS Capital
New York
$1.2B +$70.3M +6% 11.7% 228% 32 6.25% 1.9
Granahan Investment Management
1189
Granahan Investment Management
Massachusetts
$1.2B +$114M +11% 10.5% 265% 250 19.6% 2
NPC
1190
National Planning Corporation
California
$1.2B -$117M -9% 3.43% 24.8% 795 18.87% 2.6
Balentine LLC
1191
Balentine LLC
Georgia
$1.2B +$102M +9% 5.57% 59.8% 676 12.43% 1.3
Jefferies Financial Group
1192
Jefferies Financial Group
New York
$1.2B +$36.9M +3% 4.56% 135% 126 79.37% 0.2
PFC
1193
Phocas Financial Corp
California
$1.2B +$89.1M +8% 7.22% – 217 23.96% 1.9
SR
1194
Swiss Re
Switzerland
$1.19B +$38.2M +3% 3.35% – 7 0% 1.6
MCA
1195
Mendon Capital Advisors
Florida
$1.19B -$63M -5% 6.22% – 128 25.78% 1.5
MDSL
1196
M.D. Sass LLC
New York
$1.19B -$336M -22% 4.28% 80.1% 60 28.33% 1.5
Aspiriant LLC
1197
Aspiriant LLC
California
$1.19B +$43.3M +4% 2.8% 47.1% 223 14.8% 1.7
PWPCM
1198
Perella Weinberg Partners Capital Management
New York
$1.19B +$376M +46% 5.29% 1.52% 189 41.27% 0.6
Engineers Gate Manager
1199
Engineers Gate Manager
New York
$1.19B +$78.8M +7% 3.53% 51.9% 920 60.22% 0.4
Wilbanks Smith & Thomas Asset Management
1200
Wilbanks Smith & Thomas Asset Management
Virginia
$1.19B +$46.2M +4% 4.86% 25.2% 366 14.48% 2.6