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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)
Sumitomo Mitsui Financial Group
1251
Sumitomo Mitsui Financial Group
Japan
$1.27B +$64.5M +5% 3.55% 55.6% 141 19.86% 1.4
OneDigital Investment Advisors
1252
OneDigital Investment Advisors
Kansas
$1.27B +$155M +14% 7.56% 57.3% 644 18.32% 1.3
PAIM
1253
Punch & Associates Investment Management
Minnesota
$1.27B +$65.9M +5% 7.68% 97.5% 244 16.8% 2.9
RP
1254
Regal Partners
Australia
$1.27B +$98.7M +8% 6.66% 146% 10 0% 3.2
ST
1255
Sabal Trust
Florida
$1.26B +$20.3M +2% 4.34% 18.4% 158 12.66% 3.6
CLA (CliftonLarsonAllen) Wealth Advisors
1256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26B +$114M +10% 5% 45.9% 156 13.46% 2.7
CFA
1257
Carroll Financial Associates
North Carolina
$1.26B +$114M +10% 6.77% 79.9% 1,801 12.1% 3
Chilton Capital Management
1258
Chilton Capital Management
Texas
$1.26B +$42.3M +3% 6.54% 95.3% 199 9.55% 3.5
NP
1259
NS Partners
United Kingdom
$1.26B +$147M +13% 9.88% 109% 86 10.47% 2.9
HCM
1260
HMI Capital Management
California
$1.25B +$448M +56% 11.9% 5.95% 10 40% 1.3
Montag & Associates
1261
Montag & Associates
Georgia
$1.25B +$102M +9% 7.39% 82.9% 319 8.78% 3.9
Bain Capital Investors
1262
Bain Capital Investors
Massachusetts
$1.25B -$364M -23% 32.5% 91.1% 7 28.57% 4.9
WAM
1263
Wellesley Asset Management
New Hampshire
$1.25B -$282M -18% 0.04% 0% 45 0% 1.5
SL
1264
Summitry LLC
California
$1.24B -$24M -2% 8.51% 68.1% 85 7.06% 4.3
Bracebridge Capital LLC
1265
Bracebridge Capital LLC
Massachusetts
$1.24B – – 2.24% 156% 15 – 0
SC
1266
SRB Corp
Massachusetts
$1.24B +$98.7M +9% 8.48% 87.3% 172 22.67% 1.5
CGM
1267
Capital Growth Management
Massachusetts
$1.24B -$68.8M -5% 13% 422% 73 72.6% 0.4
TC
1268
TownSquare Capital
Utah
$1.23B +$22.9M +2% 6.96% 96.9% 511 14.48% 0.8
EC
1269
EMS Capital
New York
$1.23B -$22.1M -2% 13.4% 228% 33 27.27% 2
First National Trust
1270
First National Trust
Pennsylvania
$1.23B +$117M +11% 7.31% 82.9% 325 7.69% 4.2
DVI
1271
Deccan Value Investors
Connecticut
$1.23B +$79M +7% 17.6% 66.5% 6 0% 2.3
AG
1272
Alibaba Group
Hong Kong
$1.23B +$94.4M +8% 8.1% 2.06% 7 14.29% 2.2
NONA
1273
Ninety One North America
New York
$1.23B +$120M +11% 12.8% 70.6% 113 23.01% 1.9
BOS
1274
Bingham Osborn & Scarborough
California
$1.23B +$101M +9% 8.85% 51.7% 167 8.98% 3.8
AI
1275
Atom Investors
Texas
$1.22B -$242M -17% 15.7% 83.4% 356 57.3% 0.4