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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)
GPP
1326
Great Point Partners
Connecticut
$1.09B +$188M +21% 12.7% 710% 48 52.08% 0.6
AF
1327
Advisornet Financial
Minnesota
$1.09B +$184M +20% 0.99% 71.2% 2,045 18.63% 1.2
SJIC
1328
St. James Investment Company
Texas
$1.09B +$46.3M +4% 1.34% 43.8% 51 31.37% 2.3
Salem Investment Counselors
1329
Salem Investment Counselors
North Carolina
$1.09B +$1.12M +0.1% 1.66% 181% 684 4.97% 1.5
Obermeyer Wealth Partners
1330
Obermeyer Wealth Partners
Colorado
$1.08B -$30.5M -3% 2.38% 80.9% 130 16.15% 3
A
1331
AdvicePeriod
California
$1.08B +$12M +1% 0.25% 31.5% 89 11.24% 1.3
LM
1332
Lincluden Management
Ontario, Canada
$1.08B -$492M -31% 2.34% 56.6% 76 3.95% 4.7
PTC
1333
Philadelphia Trust Company
Pennsylvania
$1.08B -$58M -5% 2.42% 162% 212 13.68% 3.4
UM
1334
Ulysses Management
New York
$1.08B -$44M -4% 3.14% 51.8% 61 39.34% 1.3
Reinhart Partners
1335
Reinhart Partners
Wisconsin
$1.08B -$58.7M -5% 0.82% 110% 78 10.26% 2.6
CCMIC
1336
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.07B +$69.5M +7% 1.59% 85.6% 61 24.59% 2.7
Harvard Management Company
1337
Harvard Management Company
Massachusetts
$1.07B +$669M +165% 0.86% 123% 19 15.79% 2.9
BAWC
1338
Black-and-white Capital
California
$1.07B -$384M -26% 0.74% 265% 70 71.43% 0.4
Evergreen Capital Management
1339
Evergreen Capital Management
Washington
$1.07B +$23.3M +2% 0.86% 77.2% 493 25.35% 1.7
OP
1340
Oldfield Partners
United Kingdom
$1.07B +$24.1M +2% 4.89% 90.3% 23 4.35% 4.3
Moneta Group Investment Advisors
1341
Moneta Group Investment Advisors
Missouri
$1.07B +$54.8M +5% 0.16% 64% 314 33.44% 2.3
SHGA
1342
Sand Hill Global Advisors
California
$1.07B +$91.2M +9% 0.55% 58.6% 135 28.89% 2.3
NM
1343
Newtyn Management
New York
$1.06B +$288M +37% 14.9% 52% 41 24.39% 0.9
CB
1344
Cadence Bank
Mississippi
$1.06B +$28.9M +3% 0.34% 70.9% 238 13.03% 1.4
FQ
1345
First Quadrant
California
$1.06B -$377M -26% 3.45% 90.6% 733 26.33% 3.4
MPM
1346
Meritage Portfolio Management
Kansas
$1.05B +$71.9M +7% 3.01% 97.4% 264 29.92% 2
WI
1347
WBI Investments
New Jersey
$1.05B -$85.4M -7% 2.3% 97.3% 297 62.63% 0.5
BCPEMI
1348
Bain Capital Public Equity Management II
Massachusetts
$1.05B -$30.7M -3% 3.06% 201% 67 38.81% 0.2
BTP
1349
Bloom Tree Partners
New York
$1.05B +$90.6M +9% 3.07% 20.4% 32 37.5% 1
Skye Global Management
1350
Skye Global Management
Florida
$1.05B +$105M +11% 0.46% 77.8% 50 56% 0.6