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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)
Berkshire Asset Management
1301
Berkshire Asset Management
Pennsylvania
$2.09B -$26.4M -1% 1.47% 70.4% 301 13.62% 4.2
CWA Asset Management Group
1302
CWA Asset Management Group
Florida
$2.09B +$102M +5% 0.62% – 631 16.32% 2.4
GenTrust
1303
GenTrust
Florida
$2.08B -$214M -9% 0.25% 53% 219 21.46% 2.2
Dearborn Partners
1304
Dearborn Partners
Illinois
$2.08B -$303M -13% 3.52% 46.1% 275 12.36% 5.9
GHP Investment Advisors
1305
GHP Investment Advisors
Colorado
$2.08B -$62.7M -3% 1.24% 81.4% 1,050 16.38% 4
Caisse Des Depots Et Consignations
1306
Caisse Des Depots Et Consignations
France
$2.08B +$42.6M +2% 0.73% – 230 14.78% 0.2
New South Capital Management
1307
New South Capital Management
Tennessee
$2.07B -$300M -13% 5.59% 106% 65 3.08% 7.1
Chesley Taft & Associates
1308
Chesley Taft & Associates
Illinois
$2.07B -$84.3M -4% 1.66% 93.1% 345 9.86% 6.3
Cornerstone Investment Partners
1309
Cornerstone Investment Partners
Georgia
$2.07B +$54.3M +3% 3.26% 166% 274 41.97% 1.7
Meridian Wealth Management
1310
Meridian Wealth Management
Kentucky
$2.07B -$48.2M -2% 2.6% 117% 659 11.08% 0.6
Main Management ETF Advisors
1311
Main Management ETF Advisors
California
$2.06B -$149M -7% 6.5% 97.2% 226 73.89% 0.4
BSN Capital Partners
1312
BSN Capital Partners
United Kingdom
$2.05B -$447M -18% 4.93% 183% 15 60% 0.2
Bristol Gate Capital Partners
1313
Bristol Gate Capital Partners
Ontario, Canada
$2.05B -$5.96M -0.3% 1.64% 79.2% 36 19.44% 3.8
AEW Capital Management
1314
AEW Capital Management
Massachusetts
$2.05B -$23M -1% 1.31% 37.1% 48 2.08% 4
Johnson Financial Group Inc (Wisconsin)
1315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.04B -$71.7M -3% 2.52% 58.1% 974 27.82% 3.8
CBIZ Investment Advisory Services
1316
CBIZ Investment Advisory Services
Ohio
$2.04B +$38M +2% 0.61% 48.7% 639 28.64% 0.6
Nippon Life Global Investors Americas
1317
Nippon Life Global Investors Americas
New York
$2.04B -$131M -6% 2.23% 190% 112 13.39% 3.4
Masters Capital Management
1318
Masters Capital Management
Georgia
$2.03B -$673M -25% 11.1% 142% 99 54.55% 1.3
ACG
1319
Aventail Capital Group
New York
$2.03B +$80.3M +4% 4.14% 154% 148 37.16% 0.7
Aviso Financial
1320
Aviso Financial
Ontario, Canada
$2.03B +$47.7M +2% 0.43% – 382 14.66% 0.6
Osterweis Capital Management
1321
Osterweis Capital Management
California
$2.03B -$123M -6% 2.01% 93.7% 360 51.94% 1.6
Altrinsic Global Advisors
1322
Altrinsic Global Advisors
Connecticut
$2.03B -$40.9M -2% 8% 45% 47 6.38% 4.4
Davidson Investment Advisors
1323
Davidson Investment Advisors
Montana
$2.03B -$32.9M -2% 1.67% 79% 125 6.4% 5.1
SurgoCap Partners
1324
SurgoCap Partners
New York
$2.02B +$83.4M +4% 2.67% – 16 50% 0.6
TC
1325
Teilinger Capital
Texas
$2.02B +$1.45B +255% 4.47% 30.2% 26 69.23% 0.3