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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)
CCM
1201
Chickasaw Capital Management
Tennessee
$2.25B +$160M +8% 6.29% 83.6% 102 9.8% 5.9
SCM
1202
Silvant Capital Management
Georgia
$2.25B +$159M +8% 10.4% 168% 316 5.7% 4.7
Geneos Wealth Management
1203
Geneos Wealth Management
Colorado
$2.25B +$68.7M +3% 1.65% 66.7% 2,202 10.45% 5.1
AGA
1204
Altrinsic Global Advisors
Connecticut
$2.24B +$25.5M +1% 1.73% 45% 47 19.15% 4.2
Voyager Global Management
1205
Voyager Global Management
New York
$2.24B +$173M +8% 5.26% 56.1% 14 7.14% 1.8
Bragg Financial Advisors
1206
Bragg Financial Advisors
North Carolina
$2.24B +$11.8M +0.5% 1.11% 101% 325 4.62% 6.7
CC
1207
Capital Counsel
New York
$2.24B +$63.2M +3% 4.76% 94.9% 57 5.26% 6.4
NSCM
1208
New South Capital Management
Tennessee
$2.24B -$151M -6% 6.39% 106% 61 3.28% 6.7
Apella Capital
1209
Apella Capital
Connecticut
$2.24B +$254M +13% 0.51% 48.6% 321 12.77% 2.4
Waldron Private Wealth
1210
Waldron Private Wealth
Pennsylvania
$2.24B +$19.7M +0.9% 2.42% 68.7% 452 10.62% 4.2
Chilton Capital Management
1211
Chilton Capital Management
Texas
$2.24B +$120M +6% 4.64% 95.3% 687 23.58% 2.5
FFM
1212
Fullerton Fund Management
Singapore
$2.23B +$117M +6% 14.8% 412% 188 45.74% 0.6
DAM
1213
Davis Asset Management
California
$2.23B -$54.1M -2% 0.09% 97.3% 34 2.94% 4.9
SVCF
1214
Silicon Valley Community Foundation
California
$2.23B -$503M -18% 12.8% 309% 20 0% 2.8
Level Four Advisory Services
1215
Level Four Advisory Services
Texas
$2.22B +$398M +22% 2.12% 92.2% 921 35.4% 3.1
Pallas Capital Advisors
1216
Pallas Capital Advisors
Massachusetts
$2.22B -$183M -8% 6.53% 71.8% 539 26.35% 1.3
HC
1217
Henshaw Capital
Massachusetts
$2.22B +$79.5M +4% 5.28% 128% 297 9.76% 3.8
Heritage Wealth Advisors
1218
Heritage Wealth Advisors
Virginia
$2.22B +$23.8M +1% 1.4% 65% 561 6.42% 4.4
NP
1219
NS Partners
United Kingdom
$2.21B +$33.5M +2% 5.27% 109% 77 6.49% 6.3
SHGA
1220
Sand Hill Global Advisors
California
$2.2B +$94.1M +4% 1.71% 58.6% 197 21.83% 3.8
Balentine LLC
1221
Balentine LLC
Georgia
$2.2B -$1.15B -34% 2.91% 59.8% 594 69.02% 3.5
SRIM
1222
Saratoga Research & Investment Management
California
$2.2B -$1.21M -0.1% 2.24% 54.3% 46 10.87% 7.4
Paradigm Capital Management Inc
1223
Paradigm Capital Management Inc
New York
$2.19B +$107M +5% 7.54% 237% 136 8.82% 6.7
Summit Financial
1224
Summit Financial
New Jersey
$2.19B +$501M +30% 2.77% 81.8% 501 26.75% 1.6
Covea Finance
1225
Covea Finance
France
$2.18B +$64.9M +3% 5.58% 115% 110 8.18% 1.6