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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
BHWM
1301
Bar Harbor Wealth Management
New Hampshire
$713M +$22.3M +3% 4.29% 79.2% 247 4.05%
PL
1302
Perpetual Ltd
Australia
$711M +$46.2M +7% 5.27% 95.5% 249 28.51%
TAM
1303
Timucuan Asset Management
Florida
$711M +$55.6M +8% 1.45% 65.7% 41 21.95%
MG
1304
Meditor Group
Bermuda
$709M -$29.3M -4% 6.61% 41.1% 47 38.3%
PC
1305
Pier Capital
Connecticut
$709M +$53.5M +8% 23.4% 153% 190 62.63%
RI
1306
Redwood Investments
Massachusetts
$706M +$57.7M +9% 12.9% 74.1% 207 27.05%
CWM
1307
Concert Wealth Management
California
$705M +$37.1M +6% 4.07% 28.5% 556 17.45%
BFO
1308
Boston Family Office
Massachusetts
$703M +$44.2M +7% 7.39% 44.4% 255 3.53%
OIM
1309
Oracle Investment Management
Connecticut
$701M +$121M +21% 22.8% 865% 27 11.11%
LPPI
1310
LS Power Partners II
New York
$700M -$128M -15% 4.52% 27.3% 2 0%
1WCM
1311
12 West Capital Management
New York
$700M +$70.1M +11% 15.8% 136% 20 40%
BONST
1312
Bank of Nova Scotia Trust
Ontario, Canada
$698M +$18.1M +3% 6.91% 51.9% 115 13.04%
TBA
1313
Tower Bridge Advisors
Pennsylvania
$697M +$22.5M +3% 4.49% 73.6% 201 5.97%
SFM
1314
Stack Financial Management
Montana
$695M -$3.77M -0.5% 5.33% 68.6% 52 11.54%
AAM
1315
AMI Asset Management
California
$694M +$54M +8% 7.8% 81.6% 74 16.22%
MCAI
1316
Meritech Capital Associates III
California
$692M +$270M +64% 56.1% 135% 7 14.29%
APFBOT
1317
Amica Pension Fund Board of Trustees
Rhode Island
$692M +$16M +2% 4.8% 30.8% 401 6.23%
SGCIA
1318
Smith Graham & Co Investment Advisors
Texas
$691M +$43.5M +7% 8.91% 56.9% 141 10.64%
TWI
1319
Thomas White International
Illinois
$690M +$66.7M +11% 4.83% 34.9% 429 22.38%
WI
1320
Wafra Inc
New York
$687M +$58M +9% 7.37% 37.8% 74 18.92%
KBG
1321
Kahn Brothers Group
New York
$687M +$39.3M +6% 6.29% 38.1% 49 14.29%
PCP
1322
P2 Capital Partners
New York
$684M +$60.6M +10% 8.36% 0.1% 13 7.69%
HRCM
1323
Hood River Capital Management
Florida
$679M +$32.6M +5% 17.1% 585% 100 38%
RIL
1324
Rothschild Investment LLC
Illinois
$678M +$62.8M +10% 6.08% 78.6% 399 11.03%
CI
1325
Cowen Inc
New York
$678M -$311M -31% 10.7% 252% 377 72.15%