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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)
Bar Harbor Wealth Management
1351
Bar Harbor Wealth Management
New Hampshire
$770M +$56.6M +8% 9.13% 85% 254 5.51% 0.5
HighTower Trust
1352
HighTower Trust
Texas
$769M +$115M +18% 13.9% 90.4% 148 16.22% 0.4
Salem Investment Counselors
1353
Salem Investment Counselors
North Carolina
$768M +$48.2M +7% 8.46% 181% 295 15.25% 0.4
Osborne Partners Capital Management
1354
Osborne Partners Capital Management
California
$767M +$50M +7% 9.38% 60.8% 188 9.04% 0.5
Buckhead Capital Management
1355
Buckhead Capital Management
Georgia
$767M +$39M +5% 10.2% 67.6% 210 11.9% 0.4
HC
1356
Hawkins Capital
Texas
$765M +$619K +0.1% 11.5% 8.54% 20 10% 0.5
Copeland Capital Management
1357
Copeland Capital Management
Pennsylvania
$765M +$121M +19% 10.1% 56.7% 191 31.94% 0.3
Old Republic International (ORI)
1358
Old Republic International (ORI)
Illinois
$763M – – 5.86% 50.5% 64 – 0
Tower Bridge Advisors
1359
Tower Bridge Advisors
Pennsylvania
$762M +$64.7M +9% 10.1% 78.9% 201 6.47% 0.5
Raymond James Trust
1360
Raymond James Trust
Florida
$762M +$112M +17% 8.86% 41.3% 609 12.97% 0.4
Perpetual Ltd
1361
Perpetual Ltd
Australia
$760M +$49M +7% 8.07% 104% 254 21.65% 0.4
Summitry LLC
1362
Summitry LLC
California
$759M +$99M +15% 9.36% 68.1% 75 10.67% 0.4
Broadfin Capital
1363
Broadfin Capital
New York
$758M +$195M +35% 33.1% 298% 77 48.05% 0.3
BFO
1364
Boston Family Office
Massachusetts
$758M +$55M +8% 8.32% 53.4% 263 8.37% 0.5
Stack Financial Management
1365
Stack Financial Management
Montana
$754M +$59.2M +9% 8.61% 58.4% 47 0% 0.5
Capital Investment Advisors
1366
Capital Investment Advisors
Georgia
$754M – – 3.77% 62.2% 390 – 0
Ardsley Advisory Partners
1367
Ardsley Advisory Partners
Connecticut
$753M +$263M +54% 22.1% 555% 237 72.57% 0.2
Pier Capital
1368
Pier Capital
Connecticut
$750M +$41.5M +6% 17.3% 223% 176 47.16% 0.3
Lee, Danner & Bass
1369
Lee, Danner & Bass
Tennessee
$750M +$31M +4% 6.72% – 151 6.62% 0.5
Hirtle Callaghan & Co
1370
Hirtle Callaghan & Co
Pennsylvania
$747M +$128M +21% 5.54% 58.1% 792 32.95% 0.2
Suvretta Capital Management
1371
Suvretta Capital Management
New York
$746M – – 13.8% 364% 34 – 0
1ST Source Bank
1372
1ST Source Bank
Indiana
$744M +$69.9M +10% 12.5% 80.8% 243 18.93% 0.4
First Foundation Advisors
1373
First Foundation Advisors
California
$743M +$101M +16% 7.65% 70.4% 215 29.3% 0.3
Amica Pension Fund Board of Trustees
1374
Amica Pension Fund Board of Trustees
Rhode Island
$743M +$51M +7% 9.51% 30.8% 391 3.84% 0.5
Punch & Associates Investment Management
1375
Punch & Associates Investment Management
Minnesota
$742M +$100M +16% 10.9% 97.5% 218 26.61% 0.4