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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
SIC
1351
Salem Investment Counselors
North Carolina
$824M +$15.6M +2% 5.66% 159% 309 12.94%
OIM
1352
Oracle Investment Management
Connecticut
$824M -$51.7M -6% 0.96% 865% 32 9.38%
IMS
1353
Index Management Solutions
Pennsylvania
$820M +$203M +33% 8% 1,123 9.08%
SFM
1354
Stack Financial Management
Montana
$820M +$40.5M +5% 5.26% 68.6% 57 8.77%
LDB
1355
Lee, Danner & Bass
Tennessee
$820M +$49.8M +6% 5.76% 158 5.7%
FRM
1356
Foundation Resource Management
Arkansas
$819M +$36.4M +5% 5.26% 67.8% 69 4.35%
OA
1357
Oak Associates
Ohio
$819M +$10.1M +1% 2.12% 112% 185 8.65%
SM
1358
SCGE Management
California
$818M +$79.5M +11% 5.38% 161% 34 50%
CCM
1359
Crestwood Capital Management
New York
$816M -$240K -0% 5.04% 129% 57 35.09%
MFP
1360
Michael F. Price
$816M -$5.37M -0.7% 3.72% 42.6% 104 25.96%
CWM
1361
Concert Wealth Management
California
$816M +$14.9M +2% 4.82% 28.5% 597 13.23%
CAM
1362
Cacti Asset Management
Georgia
$814M +$82.1M +11% 3.57% 168% 84 1.19%
TBA
1363
Tower Bridge Advisors
Pennsylvania
$811M +$32.7M +4% 3.77% 73.6% 213 7.51%
AM
1364
Ares Management
California
$807M +$112M +16% 7.01% 16% 6 0%
TI
1365
Tyrian Investments
New York
$806M +$39M +5% 7.59% 33.7% 26 46.15%
JWCA
1366
J.W. Childs Associates
Massachusetts
$804M -$1.35M -0.2% 0% 0% 1 0%
KIM
1367
Kestrel Investment Management
California
$803M -$2.74M -0.3% 0.68% 82.9% 64 29.69%
SAS
1368
Sage Advisory Services
Texas
$803M -$45.2M -5% 3.12% 33.9% 21 47.62%
MFBTD
1369
MB Financial Bank - Trust Department
Illinois
$802M +$76.3M +11% 3.29% 23.5% 555 29.91%
FVP
1370
Firefly Value Partners
Pennsylvania
$801M -$11.3M -1% 3.91% 25.7% 47 27.66%
WI
1371
Wafra Inc
New York
$800M -$26M -3% 6.51% 37.8% 79 27.85%
RI
1372
Redwood Investments
Massachusetts
$800M +$105M +15% 8.63% 74.1% 233 35.19%
SSB
1373
Sandy Spring Bank
Maryland
$799M +$148M +23% 4.69% 31.4% 848 20.75%
VFS
1374
VSR Financial Services
Kansas
$798M +$89.7M +13% 4.35% 20.7% 632 19.94%
BHWM
1375
Bar Harbor Wealth Management
New Hampshire
$798M +$19.8M +3% 3.75% 79.2% 257 5.84%