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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)
Prana Capital Management
1276
Prana Capital Management
Connecticut
$1.47B +$150M +11% 4.59% 36.6% 105 38.1% 0.9
Hamilton Capital
1277
Hamilton Capital
Ohio
$1.47B -$119M -8% 5.28% – 122 26.23% 1.6
CG
1278
Cutler Group
California
$1.46B +$30.5M +2% 1.92% 57.7% 5,884 29.37% 1.7
North Star Asset Management
1279
North Star Asset Management
Wisconsin
$1.46B -$55.7M -4% 4.87% 62% 315 10.79% 5.6
Arvest Trust
1280
Arvest Trust
Oklahoma
$1.45B -$74.3M -5% 5.76% – 187 22.46% 3
BloombergSen
1281
BloombergSen
Ontario, Canada
$1.45B -$167M -10% 5.84% 46.9% 38 0% 2
Geneos Wealth Management
1282
Geneos Wealth Management
Colorado
$1.45B -$572M -28% 5.21% 66.7% 2,744 27.84% 4.2
Capital Analysts LLC
1283
Capital Analysts LLC
Pennsylvania
$1.45B +$12.9M +0.9% 5% 51.3% 1,140 15.96% 2.9
Bragg Financial Advisors
1284
Bragg Financial Advisors
North Carolina
$1.45B -$55M -4% 4.86% 101% 299 4.68% 5.9
Locust Wood Capital Advisers
1285
Locust Wood Capital Advisers
New York
$1.45B -$168M -10% 4.26% 111% 51 13.73% 3
LAMC
1286
Lubert-Adler Management Company
Pennsylvania
$1.45B -$109M -7% 6.99% 40.5% 3 0% 1.3
Peconic Partners
1287
Peconic Partners
New York
$1.45B +$83.6M +6% 3.97% 300% 66 60.61% 2.4
Hennessy Advisors Inc
1288
Hennessy Advisors Inc
California
$1.45B -$224M -13% 2.1% 206% 293 10.92% 3.1
Edgar Lomax Company
1289
Edgar Lomax Company
Virginia
$1.45B -$150M -9% 7.2% 66.2% 59 1.69% 4.7
KWILP
1290
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.45B $0 0% 5.25% 28.5% 194 0% 1.7
Montag & Associates
1291
Montag & Associates
Georgia
$1.44B -$102M -7% 3.93% 82.9% 913 9.64% 2.9
CX Institutional
1292
CX Institutional
Indiana
$1.44B +$116M +9% 5.34% 62.9% 1,200 64.42% 2
Summit Partners
1293
Summit Partners
Massachusetts
$1.44B -$57.9M -4% 8.56% 13.7% 11 0% 2.8
Capital International
1294
Capital International
California
$1.43B +$106M +8% 1.16% 147% 163 9.2% 3.4
SC
1295
SRB Corp
Massachusetts
$1.43B -$110M -7% 10% 87.3% 108 50% 1.4
QVT Financial
1296
QVT Financial
New York
$1.43B -$154M -10% 12.1% 267% 66 19.7% 2.2
Punch & Associates Investment Management
1297
Punch & Associates Investment Management
Minnesota
$1.43B +$2.79M +0.2% 0.8% 97.5% 242 11.16% 3.9
T
1298
TOBAM
France
$1.43B -$165M -10% 6.06% 56% 484 22.52% 1.7
Cormorant Asset Management
1299
Cormorant Asset Management
Massachusetts
$1.43B +$108M +8% 41.6% 3,977% 87 24.14% 1.6
Deer Management Company
1300
Deer Management Company
New York
$1.43B -$122M -8% 15% 154% 17 5.88% 0.7