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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)
QPBE
1201
Quintet Private Bank (Europe)
Luxembourg
$2.24B +$634M +40% 13.7% 111% 257 34.24% 1.2
Construction & Building Unions Superannuation Fund
1202
Construction & Building Unions Superannuation Fund
Australia
$2.23B +$263M +13% 9.4% 90.1% 45 15.56% 3.1
Prana Capital Management
1203
Prana Capital Management
Connecticut
$2.23B +$532M +31% 11.1% 36.6% 107 38.32% 0.8
Bragg Financial Advisors
1204
Bragg Financial Advisors
North Carolina
$2.23B +$126M +6% 7.94% 101% 322 3.73% 6.4
ATC
1205
Argent Trust Co
Tennessee
$2.22B +$213M +11% 9.24% 86.2% 711 11.53% 3.9
Hawk Ridge Capital Management
1206
Hawk Ridge Capital Management
California
$2.22B +$471M +27% 4.93% 84.9% 52 46.15% 1
AGA
1207
Altrinsic Global Advisors
Connecticut
$2.22B -$140M -6% 7.69% 45% 43 4.65% 4.8
Waldron Private Wealth
1208
Waldron Private Wealth
Pennsylvania
$2.22B +$113M +5% 8.5% 68.7% 464 15.73% 3.8
DPRC
1209
Deer Park Road Corp
Colorado
$2.21B +$2.13B +2,748% 23.9% 20.8% 6 66.67% 2.5
SRIM
1210
Saratoga Research & Investment Management
California
$2.2B +$33.1M +2% 8.85% 65.1% 48 8.33% 6.8
SIG
1211
Senator Investment Group
New York
$2.2B -$137M -6% 14.5% 252% 88 42.05% 0.6
ZWJ Investment Counsel
1212
ZWJ Investment Counsel
Georgia
$2.2B +$252M +13% 13.8% 128% 233 18.03% 4.4
SAM
1213
Shell Asset Management
Netherlands
$2.2B +$31.1M +1% 14.5% – 1,330 11.95% 5.5
FWTB
1214
First Western Trust Bank
Colorado
$2.2B +$187M +9% 14.3% 32% 216 10.19% 1.5
SSB
1215
Sandy Spring Bank
Maryland
$2.2B +$186M +9% 10% 31.4% 1,305 14.71% 4.7
Westwood Global Investments
1216
Westwood Global Investments
Massachusetts
$2.2B -$61.6M -3% 2.83% 112% 14 7.14% 5.3
Heritage Wealth Advisors
1217
Heritage Wealth Advisors
Virginia
$2.19B +$180M +9% 7.59% 65% 592 9.97% 4
DCM
1218
DME Capital Management
New York
$2.18B – – 7.64% – 42 – 0
Geneos Wealth Management
1219
Geneos Wealth Management
Colorado
$2.18B +$159M +8% 7.96% 66.7% 2,241 12.14% 4.8
HCM
1220
Hollencrest Capital Management
California
$2.18B +$1.12B +106% 7.21% 85.6% 1,161 16.37% 2.2
HMP
1221
HS Management Partners
New York
$2.18B +$22.8M +1% 7.82% 27.7% 24 16.67% 3.1
PA
1222
Paralel Advisors
Colorado
$2.18B +$226M +12% 12% 75.4% 110 9.09% 1
Gratus Capital
1223
Gratus Capital
Georgia
$2.18B +$404M +23% 13.5% 51.4% 339 25.96% 2.8
Independent Financial Group
1224
Independent Financial Group
California
$2.18B +$307M +16% 13.6% 149% 1,066 15.57% 2
CC
1225
Capital Counsel
New York
$2.18B +$142M +7% 8.46% 94.9% 58 13.79% 6.2