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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)
Matrix Asset Advisors
1326
Matrix Asset Advisors
New York
$879M +$43.4M +5% 5.34% 84.9% 85 12.94% 0.9
ZAM
1327
Zenit Asset Management
Sweden
$877M +$111M +14% 1.42% – 63 63.49% 0.4
Private Capital Management (Florida)
1328
Private Capital Management (Florida)
Florida
$873M +$81.6M +10% 6.96% 118% 77 6.49% 0.9
Capital Investment Advisors
1329
Capital Investment Advisors
Georgia
$873M +$77M +10% 4.99% 56.6% 411 12.17% 0.5
Raymond James Trust
1330
Raymond James Trust
Florida
$873M +$60.1M +7% 4.94% 41.3% 641 12.48% 0.8
Balasa Dinverno & Foltz
1331
Balasa Dinverno & Foltz
$872M +$53.4M +7% 4.14% 23.2% 179 10.06% 0.8
AEGON Asset Management (UK)
1332
AEGON Asset Management (UK)
United Kingdom
$871M +$1.37M +0.2% 4.48% – 84 16.67% 0.8
F.L. Putnam Investment Management
1333
F.L. Putnam Investment Management
Massachusetts
$866M +$26.2M +3% 6.87% 95.6% 208 15.38% 0.8
PSI
1334
Pinnacle Summer Investments
Virginia
$862M +$72.2M +9% 3.45% – 1,067 11.9% 0.8
SAM
1335
Sheffield Asset Management
Illinois
$862M +$16M +2% 5.34% 24.5% 29 48.28% 0.5
North Star Asset Management
1336
North Star Asset Management
Wisconsin
$858M +$23.5M +3% 3.78% 62% 268 8.96% 0.9
ECA
1337
Endeavour Capital Advisors
Connecticut
$854M +$26.7M +3% 1.49% 105% 103 23.3% 0.7
BTP
1338
Bloom Tree Partners
New York
$854M +$193M +29% 3.08% 20.4% 40 47.5% 0.3
Pinnacle Advisory Group
1339
Pinnacle Advisory Group
Maryland
$852M -$151M -15% 3.41% 45.8% 142 40.14% 0.5
DWA
1340
Dorsey Wright & Associates
California
$852M +$132M +18% 4.22% 311% 183 40.44% 0.4
National Penn Investors Trust
1341
National Penn Investors Trust
Pennsylvania
$851M +$6.1M +0.7% 4.38% 40.9% 204 14.22% 0.9
Richard Bernstein Advisors
1342
Richard Bernstein Advisors
New York
$851M +$146M +21% 4.16% 33.9% 277 21.3% 0.8
Newbrook Capital Advisors
1343
Newbrook Capital Advisors
New York
$850M +$14M +2% 13.5% 299% 26 42.31% 0.4
Ally Financial
1344
Ally Financial
Michigan
$850M -$89M -9% 2.62% 9.35% 155 34.84% 0.6
PCM
1345
Proxima Capital Management
New York
$849M +$318M +60% 4.92% 20.7% 50 36% 0.4
Shenkman Capital Management
1346
Shenkman Capital Management
New York
$848M -$72.7M -8% 0% 3.15% 52 0% 0.6
Cannell & Spears
1347
Cannell & Spears
New York
$846M +$50.8M +6% 7.16% 113% 148 26.35% 0.7
Ballentine Partners
1348
Ballentine Partners
Massachusetts
$845M -$9.9M -1% 4.15% 76.9% 142 7.75% 0.9
Mountain Pacific Investment Advisers
1349
Mountain Pacific Investment Advisers
Idaho
$844M +$29.8M +4% 3.39% 79.5% 107 2.8% 0.9
Pacific Alternative Asset Management Company (PAAMCO)
1350
Pacific Alternative Asset Management Company (PAAMCO)
California
$842M +$263M +45% 8.27% 87.2% 253 60.87% 0.2