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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)
M
1276
MOTCO
Texas
$873M +$7.1M +0.8% 0.91% 63.5% 619 10.82% 0.7
Fulton Bank
1277
Fulton Bank
Pennsylvania
$870M +$16.8M +2% 0.78% 48.1% 376 17.02% 0.6
AEGON Asset Management (UK)
1278
AEGON Asset Management (UK)
United Kingdom
$869M +$169M +24% 2.13% – 86 29.07% 0.5
Shepherd Kaplan Krochuk
1279
Shepherd Kaplan Krochuk
Massachusetts
$866M +$76.9M +10% 9.36% 38.5% 709 43.44% 0.5
ZWJ Investment Counsel
1280
ZWJ Investment Counsel
Georgia
$863M -$5.84M -0.7% 0.57% 128% 152 10.53% 0.7
Trustmark National Bank Trust Department
1281
Trustmark National Bank Trust Department
Mississippi
$863M +$15.4M +2% 1.07% 58.6% 365 12.6% 0.6
Gamble Jones Investment Counsel
1282
Gamble Jones Investment Counsel
California
$860M +$10.6M +1% 0.28% 32.9% 235 11.06% 0.7
LFM
1283
Lumina Fund Management
New York
$857M -$113M -12% 0.96% 28.1% 71 69.01% 0.3
Cumberland Partners
1284
Cumberland Partners
Ontario, Canada
$855M -$67.4M -7% 2.86% 101% 61 34.43% 0.5
WA
1285
Wintergreen Advisers
New Jersey
$855M -$49.7M -5% 2.21% 25.4% 11 0% 0.8
Ballentine Partners
1286
Ballentine Partners
Massachusetts
$854M -$35.8M -4% 0.76% 76.8% 144 9.72% 0.7
WhitTier Trust Company
1287
WhitTier Trust Company
Nevada
$853M +$22.9M +3% 1.3% 98.2% 946 7.4% 0.7
GW Henssler & Associates
1288
GW Henssler & Associates
Georgia
$852M -$2.81M -0.3% 0.39% 62.4% 187 14.44% 0.6
Investor AB
1289
Investor AB
Sweden
$852M -$13.4M -2% 4.98% 86.6% 12 16.67% 0.5
Formuepleje A/S
1290
Formuepleje A/S
Denmark
$851M – – 2.14% 92.1% 57 – 0
ABC
1291
Anchor Bolt Capital
Illinois
$850M +$377M +80% 7.56% 3.04% 97 42.27% 0.4
American Capital Management
1292
American Capital Management
New York
$848M +$41.4M +5% 6.46% 96.7% 83 9.64% 0.7
Sage Advisory Services
1293
Sage Advisory Services
Texas
$848M +$13M +2% 1.02% 33.9% 16 25% 0.5
NCCM
1294
Nine Chapters Capital Management
New Jersey
$848M -$146M -15% 3.34% – 1,117 60.61% 0.2
Affinity Investment Advisors
1295
Affinity Investment Advisors
California
$848M +$25.5M +3% 3.68% 189% 92 21.74% 0.6
Cyrus Capital Partners
1296
Cyrus Capital Partners
New York
$847M +$201M +31% 7.45% 163% 25 56% 0.4
Altai Capital Management
1297
Altai Capital Management
California
$846M +$476M +128% 35.7% 24.9% 10 50% 0.3
SG
1298
Swarthmore Group
Pennsylvania
$846M -$13.3M -2% 3.95% 44.2% 60 28.33% 0.5
Sheffield Asset Management
1299
Sheffield Asset Management
Illinois
$846M +$106M +14% 3.15% 24.5% 27 37.04% 0.4
National Penn Investors Trust
1300
National Penn Investors Trust
Pennsylvania
$845M -$47M -5% 3.14% 40.9% 233 18.03% 0.7