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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)
Welch Group
1276
Welch Group
Alabama
$1.69B -$56.5M -3% 2.96% 73.2% 223 6.28% 4.7
Weiss Asset Management
1277
Weiss Asset Management
Massachusetts
$1.69B +$383M +29% 0.1% 138% 278 56.47% 0.7
Carlson Capital Management
1278
Carlson Capital Management
Minnesota
$1.69B +$31.2M +2% 1.89% 9.85% 176 7.39% 4.6
Lake Street Advisors Group
1279
Lake Street Advisors Group
New Hampshire
$1.68B -$127M -7% 4.25% 16% 371 13.48% 2.1
Birch Hill Investment Advisors
1280
Birch Hill Investment Advisors
Massachusetts
$1.68B -$66.7M -4% 2.67% 80.1% 163 9.2% 6.8
Waters Parkerson & Co
1281
Waters Parkerson & Co
Louisiana
$1.67B -$97.9M -6% 5.14% 54.3% 183 7.1% 6.7
Venture Visionary Partners
1282
Venture Visionary Partners
Ohio
$1.66B -$36.5M -2% 2.43% 95.4% 560 13.75% 2.3
Heitman Real Estate Securities
1283
Heitman Real Estate Securities
Illinois
$1.66B -$156M -9% 7.22% 48.3% 58 13.79% 3.3
Rockland Trust
1284
Rockland Trust
Massachusetts
$1.66B -$12.2M -0.7% 2.54% 61.5% 293 4.1% 5.3
Rheos Capital Works
1285
Rheos Capital Works
Japan
$1.66B -$198M -11% 4.35% 220% 125 26.4% 1.5
Emerald Mutual Fund Advisers Trust
1286
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.66B -$187M -10% 2.35% 478% 259 17.37% 1.7
Silvant Capital Management
1287
Silvant Capital Management
Georgia
$1.66B -$123M -7% 3.65% 168% 312 5.13% 4.2
Dixon Mitchell Investment Counsel
1288
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.65B -$91.9M -5% 2.04% 67.9% 63 9.52% 5.5
Merewether Investment Management
1289
Merewether Investment Management
Texas
$1.65B +$277M +20% 11.4% 262% 50 52% 0.5
MPM
1290
MBB Public Markets
Illinois
$1.65B -$257M -13% 1.39% 50.3% 151 31.13% 0.8
Annex Advisory Services
1291
Annex Advisory Services
Wisconsin
$1.65B -$149M -8% 3.67% 85.8% 274 16.06% 3.4
SC
1292
SRB Corp
Massachusetts
$1.65B -$52.8M -3% 2.65% 87.3% 113 30.09% 1.9
Mantle Ridge LP
1293
Mantle Ridge LP
New York
$1.65B -$98.2M -6% 24.1% 44.2% 2 0% 2.9
GTCR LLC
1294
GTCR LLC
Illinois
$1.65B -$485M -23% 22.5% 6.7% 3 0% 2.8
Money Design
1295
Money Design
Japan
$1.65B -$43.2M -3% 3.83% 26.4% 84 3.57% 3
GHP Investment Advisors
1296
GHP Investment Advisors
Colorado
$1.65B -$66.4M -4% 3.22% 81.4% 985 11.78% 3.1
Standard Investments
1297
Standard Investments
New York
$1.64B -$308M -16% 2.81% 29.6% 29 24.14% 1.8
Pallas Capital Advisors
1298
Pallas Capital Advisors
Massachusetts
$1.64B -$572M -26% 6.11% 71.8% 358 31.28% 1.2
Integrated Advisors Network
1299
Integrated Advisors Network
Texas
$1.64B -$101M -6% 2.93% 107% 710 12.25% 2.2
Foster Group
1300
Foster Group
Iowa
$1.64B -$31.3M -2% 3.16% 54.4% 175 6.29% 2