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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)
AG
1326
Atairos Group
Pennsylvania
$1.1B +$193M +21% 20.7% 27.9% 2 50% 0.3
NewEdge Advisors
1327
NewEdge Advisors
Louisiana
$1.09B +$219M +25% 0.41% 88% 573 20.59% 1
Salem Investment Counselors
1328
Salem Investment Counselors
North Carolina
$1.09B +$208M +24% 4.28% 181% 575 16.7% 2
Encompass Capital Advisors
1329
Encompass Capital Advisors
New York
$1.09B +$273M +33% 23.3% 364% 59 66.1% 0.2
MFIMFI
1330
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.09B +$68.2M +7% 6.28% 26.9% 131 35.11% 0.9
Hirtle Callaghan & Co
1331
Hirtle Callaghan & Co
Pennsylvania
$1.08B +$3.63M +0.3% 0.71% 58.1% 137 28.47% 1.7
EBIM
1332
Eagle Boston Investment Management
Massachusetts
$1.08B +$78.5M +8% 9.53% 71.5% 162 11.11% 3.2
BCC
1333
Biglari Capital Corp
Texas
$1.08B -$149M -12% 9.06% 72.7% 10 30% 2.2
CCP
1334
Cyrus Capital Partners
New York
$1.08B +$185M +21% 12.4% 163% 19 42.11% 1.3
SL
1335
Summitry LLC
California
$1.08B -$4.94M -0.5% 1.21% 68.1% 80 5% 3.4
DY
1336
Dowling & Yahnke
California
$1.08B +$8.78M +0.8% 2.81% 34.8% 284 4.23% 4.1
VCM
1337
Valiant Capital Management
California
$1.08B -$18M -2% 9.56% 348% 17 23.53% 2.1
NPIC
1338
Neumeier Poma Investment Counsel
California
$1.07B +$104M +11% 7.41% 229% 47 17.02% 2.3
DAM
1339
Davis Asset Management
California
$1.07B +$115M +12% 2.55% 97.3% 29 10.34% 2.9
ZCA
1340
Zeke Capital Advisors
Pennsylvania
$1.07B -$10.4M -1% 4.05% 41% 725 22.9% 0.8
ICA
1341
Infrastructure Capital Advisors
New York
$1.07B +$76.3M +8% 10.4% 52% 135 28.89% 1
RIG
1342
Roosevelt Investment Group
New York
$1.07B +$8.31M +0.8% 3.33% 57.6% 171 11.7% 2.8
Quadrature Capital
1343
Quadrature Capital
United Kingdom
$1.07B -$217M -17% 5.78% 212% 844 74.64% 0.2
BAM
1344
Berkshire Asset Management
Pennsylvania
$1.07B +$37.3M +4% 1.16% 70.4% 220 10% 3
Evergreen Capital Management
1345
Evergreen Capital Management
Washington
$1.07B +$24.1M +2% 2.94% 77.2% 406 18.47% 1
OHM
1346
Ordinal Holdings ManageCo
New York
$1.06B -$258M -20% 19.5% 19.5% 1 0% 0.5
OAMG
1347
Odey Asset Management Group
United Kingdom
$1.06B +$131M +14% 15.1% 259% 78 42.31% 1.5
SGCIA
1348
Smith Graham & Co Investment Advisors
Texas
$1.06B +$22.1M +2% 3.66% 56.9% 136 5.15% 3.9
Signature Estate & Investment Advisors
1349
Signature Estate & Investment Advisors
California
$1.06B +$71.8M +7% 2.33% 84.4% 167 16.17% 2.1
EP Wealth Advisors
1350
EP Wealth Advisors
California
$1.06B +$25.2M +2% 4.2% – 219 22.37% 2.2