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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)
BWFA
1351
Baltimore-Washington Financial Advisors
Maryland
$2.4B +$72.4M +3% 1.34% 80.6% 197 15.23% 3.9
LIM
1352
Leavell Investment Management
Alabama
$2.4B +$31.5M +1% 2.38% 84.5% 612 8.33% 5.8
DIA
1353
Davidson Investment Advisors
Montana
$2.4B +$46.7M +2% 3.13% 69.5% 125 7.2% 5.5
TW
1354
Trajan Wealth
Arizona
$2.4B +$83.8M +4% 2.75% – 165 10.3% 1.4
SL
1355
Summitry LLC
California
$2.4B +$32.9M +1% 3.52% 68.1% 276 28.62% 2.3
TCOV
1356
Trust Company of Vermont
Vermont
$2.4B +$98M +4% 3.21% – 1,196 13.96% 4.1
Birch Hill Investment Advisors
1357
Birch Hill Investment Advisors
Massachusetts
$2.39B +$25.2M +1% 3.26% 80.1% 206 7.28% 7
BBA
1358
BLB&B Advisors
Pennsylvania
$2.39B +$75.6M +3% 2.04% 71.6% 288 8.33% 7
AWMS
1359
Advocacy Wealth Management Services
Georgia
$2.39B +$86.1M +4% 2.49% 48.3% 148 8.11% 1.1
LW
1360
Linscomb Wealth
Texas
$2.38B +$60.8M +3% 2.81% 75.2% 318 7.55% 7.2
WCMNY
1361
Westchester Capital Management (New York)
New York
$2.38B +$194M +9% 9.62% 100% 342 40.64% 0.5
LCM
1362
Logan Capital Management
Pennsylvania
$2.38B +$5.87M +0.2% 2.67% 134% 487 44.56% 8.1
Paradigm Capital Management Inc
1363
Paradigm Capital Management Inc
New York
$2.38B +$69.1M +3% 7.59% 237% 129 12.4% 7.6
QOP
1364
Quinn Opportunity Partners
Virginia
$2.37B +$959M +68% 5.31% 77.6% 421 33.73% 1.1
Seizert Capital Partners
1365
Seizert Capital Partners
Michigan
$2.37B +$59.3M +3% 4.76% 73.4% 189 15.87% 3.2
B
1366
Bpifrance
France
$2.37B +$398M +20% 17.6% 53.2% 2 0% 5.9
OCM
1367
Osterweis Capital Management
California
$2.36B +$147M +7% 3.87% 93.7% 321 21.81% 2
Advance Capital Management
1368
Advance Capital Management
Michigan
$2.36B +$54.4M +2% 2.07% 54.4% 186 11.83% 2.3
LOAMS
1369
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.35B +$136M +6% 4.87% 135% 325 35.69% 2
VA
1370
VestGen Advisors
Illinois
$2.35B -$652M -22% 3.05% – 853 30.95% 0.5
BB
1371
Bell Bank
North Dakota
$2.34B +$31.1M +1% 2.33% 64.3% 208 11.54% 4.9
CIP
1372
CAS Investment Partners
Connecticut
$2.34B +$94.8M +4% 11.3% 527% 5 0% 4.4
MC
1373
Moors & Cabot
Massachusetts
$2.34B +$44.2M +2% 2.54% 124% 975 12.62% 5
Granahan Investment Management
1374
Granahan Investment Management
Massachusetts
$2.34B -$107M -4% 0.46% 265% 173 24.86% 2.2
NFA
1375
Nationwide Fund Advisors
Ohio
$2.34B +$522M +29% 1% 28.3% 10 0% 3.1