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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)
Foundry Partners
1301
Foundry Partners
Minnesota
$1.59B -$227M -13% 1.2% 44.4% 354 26.27% 2.6
Foster Group
1302
Foster Group
Iowa
$1.58B +$242M +18% 3.97% 54.4% 164 12.2% 1.6
Argent Trust Co
1303
Argent Trust Co
Tennessee
$1.58B +$66.7M +4% 4.72% 86.2% 550 12.36% 4.2
Venture Visionary Partners
1304
Venture Visionary Partners
Ohio
$1.58B +$197M +14% 6.28% 95.4% 519 13.29% 2
W.R. Berkley Corp
1305
W.R. Berkley Corp
Connecticut
$1.58B -$273M -15% 4.77% 38.7% 372 45.7% 1.1
Advisory Alpha
1306
Advisory Alpha
Michigan
$1.57B +$162M +11% 5.28% 50.3% 293 15.02% 1.8
MGO One Seven
1307
MGO One Seven
Ohio
$1.57B +$575M +58% 5.69% 98.8% 906 23.29% 2
GHP Investment Advisors
1308
GHP Investment Advisors
Colorado
$1.57B +$95.4M +6% 6.12% 81.4% 964 8.4% 2.8
SageView Advisory Group
1309
SageView Advisory Group
California
$1.57B +$338M +27% 5.02% 52.3% 496 26.21% 0.2
AMI Asset Management
1310
AMI Asset Management
California
$1.57B +$138M +10% 11.7% 96.6% 91 15.38% 4.2
Stonehage Fleming Financial Services
1311
Stonehage Fleming Financial Services
Jersey
$1.56B +$246M +19% 15.8% 74.9% 193 18.13% 3.1
Sofinnova Investments
1312
Sofinnova Investments
California
$1.56B -$122M -7% 9.63% 450% 66 43.94% 1.4
Northeast Financial Consultants
1313
Northeast Financial Consultants
Connecticut
$1.56B +$82.6M +6% 6.44% 63.8% 338 11.54% 3.5
Weiss Asset Management
1314
Weiss Asset Management
Massachusetts
$1.56B -$892M -36% 3.25% 138% 684 72.95% 0.5
Smithfield Trust
1315
Smithfield Trust
Pennsylvania
$1.56B +$73.9M +5% 4.4% 50% 1,013 4.24% 5.6
Nippon Life Global Investors Americas
1316
Nippon Life Global Investors Americas
New York
$1.56B +$45.3M +3% 10.1% 190% 142 16.9% 2.8
Cookson Peirce & Co
1317
Cookson Peirce & Co
Pennsylvania
$1.56B +$22.6M +1% 9.81% 309% 264 45.83% 0.9
Hamilton Capital
1318
Hamilton Capital
Ohio
$1.56B +$13.5M +0.9% 2.5% – 156 26.28% 1.6
Metis Global Partners
1319
Metis Global Partners
California
$1.56B +$437M +39% 10.5% 117% 701 14.69% 0.9
DAM
1320
Davis Asset Management
California
$1.56B -$235M -13% 1.15% 97.3% 33 9.09% 4.1
Edgar Lomax Company
1321
Edgar Lomax Company
Virginia
$1.55B -$92.8M -6% 0.46% 66.2% 69 33.33% 4.5
Punch & Associates Investment Management
1322
Punch & Associates Investment Management
Minnesota
$1.55B +$7.27M +0.5% 6.26% 97.5% 245 14.29% 3.8
Focus Partners Advisor Solutions
1323
Focus Partners Advisor Solutions
Missouri
$1.55B +$256M +20% 5.16% 63.9% 397 25.19% 0.8
Carlson Capital Management
1324
Carlson Capital Management
Minnesota
$1.55B +$161M +12% 4.47% 9.85% 169 5.92% 4.4
Gladstone Institutional Advisory
1325
Gladstone Institutional Advisory
Florida
$1.54B +$127M +9% 7.16% 85.6% 725 19.86% 1.8