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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)
SP
1326
Symmetry Partners
Connecticut
$1.94B +$666M +52% 0.66% 58.5% 555 11.53% 3.3
CWM
1327
Connecticut Wealth Management
Connecticut
$1.94B +$58.4M +3% 1.74% 70.2% 344 12.5% 2.5
SL
1328
Summitry LLC
California
$1.94B +$29.3M +2% 0.5% 68.1% 125 18.4% 3.6
WBG
1329
Wharton Business Group
Pennsylvania
$1.94B -$143M -7% 1.63% 72.5% 139 3.6% 3.9
OCM
1330
Osterweis Capital Management
California
$1.94B +$233M +14% 2.77% 93.7% 204 9.8% 2.5
LW
1331
Linscomb Wealth
Texas
$1.93B -$11.3M -0.6% 0.69% 75.2% 295 7.12% 6.8
TA
1332
Trivest Advisors
Hong Kong
$1.93B -$917M -32% 12.5% 2,977% 33 57.58% 0.6
SIM
1333
Sprucegrove Investment Management
Ontario, Canada
$1.93B -$545M -22% 9.47% 45.5% 34 5.88% 6.4
SP
1334
Steelhead Partners
Washington
$1.93B +$22.2M +1% 0.01% 0.4% 49 4.08% 1
SI
1335
Sofinnova Investments
California
$1.92B +$129M +7% 1.57% 450% 94 37.23% 0.9
GIA
1336
Gladstone Institutional Advisory
Florida
$1.92B +$97.7M +5% 2.79% 85.6% 704 15.06% 2.5
RCW
1337
Rheos Capital Works
Japan
$1.91B -$180M -9% 8.01% 220% 117 33.33% 1.3
Emerald Mutual Fund Advisers Trust
1338
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.91B -$11.8M -0.6% 11.5% 478% 251 20.72% 2
Smithfield Trust
1339
Smithfield Trust
Pennsylvania
$1.91B +$21.4M +1% 1.32% 50% 1,103 11.51% 6.3
WIM
1340
Weitz Investment Management
Nebraska
$1.91B -$75.4M -4% 3.06% 36.1% 56 8.93% 6
JIC
1341
Joel Isaacson & Co
New York
$1.9B +$79.8M +4% 3.02% 72.5% 357 8.68% 5.1
CCM
1342
Carronade Capital Management
Connecticut
$1.9B +$304M +19% 1.78% 215% 40 62.5% 0.5
BC
1343
Boxer Capital
California
$1.9B -$126M -6% 0.6% 262% 63 9.52% 2.3
RT
1344
Rockland Trust
Massachusetts
$1.9B -$1.12M -0.1% 1.15% 61.5% 308 7.79% 5.5
Merewether Investment Management
1345
Merewether Investment Management
Texas
$1.9B +$16.9M +0.9% 5.38% 262% 55 43.64% 0.5
Eagle Global Advisors
1346
Eagle Global Advisors
Texas
$1.89B +$120M +7% 5.34% 105% 250 12% 4.9
DCP
1347
Distillate Capital Partners
Illinois
$1.89B +$1.89B +317,289% 6.52% 9.94% 114 72.81% 0.3
Patient Capital Management
1348
Patient Capital Management
Maryland
$1.88B -$172M -8% 0.44% 131% 44 13.64% 1.7
WPC
1349
Waters Parkerson & Co
Louisiana
$1.88B -$68.6M -4% 1.79% 54.3% 186 7.53% 7.2
MC
1350
Moors & Cabot
Massachusetts
$1.88B +$33.4M +2% 3.96% 124% 960 15.52% 4.6