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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)
Summitry LLC
1376
Summitry LLC
California
$855M -$49.3M -5% 1.82% 68.1% 72 12.5% 1.5
Rothschild Investment LLC
1377
Rothschild Investment LLC
Illinois
$855M +$17.9M +2% 1.99% 99.4% 542 13.47% 1.2
Torray Investment Partners
1378
Torray Investment Partners
Maryland
$855M -$336M -28% 3.51% 82.4% 68 11.76% 1.4
Waters Parkerson & Co
1379
Waters Parkerson & Co
Louisiana
$854M +$9.8M +1% 0.39% 54.3% 149 5.37% 1.5
SCM
1380
Suffolk Capital Management
New York
$853M +$31.2M +4% 4.89% 48.6% 163 33.74% 0.7
Stoneridge Investment Partners
1381
Stoneridge Investment Partners
Pennsylvania
$853M +$92.9M +12% 0.24% 44.2% 327 41.9% 0.6
E.S. Barr & Co
1382
E.S. Barr & Co
Kentucky
$852M -$23.7M -3% 1.01% 73.5% 93 8.6% 1.5
Ulysses Management
1383
Ulysses Management
New York
$851M +$149M +21% 2.88% 51.8% 74 45.95% 0.9
Twin Securities
1384
Twin Securities
New York
$851M +$297M +54% 27.5% 506% 33 75.76% 0.3
Lee, Danner & Bass
1385
Lee, Danner & Bass
Tennessee
$848M +$10.9M +1% 0.79% – 164 2.44% 1.5
Formuepleje A/S
1386
Formuepleje A/S
Denmark
$847M +$64.5M +8% 1.24% 92.1% 44 47.73% 0.5
VOAM
1387
Vertex One Asset Management
British Columbia, Canada
$846M -$64.8M -7% 8.04% 107% 159 48.43% 0.7
SAS
1388
Sarbit Advisory Services
Manitoba, Canada
$844M -$25.5M -3% 1.33% 29.3% 19 26.32% 0.9
Stonehage Fleming Financial Services
1389
Stonehage Fleming Financial Services
Jersey
$841M -$33.4M -4% 3.2% 74.9% 180 23.89% 0.2
Wealthcare Capital Management
1390
Wealthcare Capital Management
Virginia
$841M +$113M +16% 1.82% 46.2% 1,099 81.44% 0.2
Stratos Wealth Partners
1391
Stratos Wealth Partners
Ohio
$841M +$285M +51% 1.72% 83.3% 642 24.77% 0.4
Foxhaven Asset Management
1392
Foxhaven Asset Management
Virginia
$839M +$312M +59% 2.11% 88.2% 23 13.04% 0.6
Salem Investment Counselors
1393
Salem Investment Counselors
North Carolina
$838M -$1.22M -0.1% 0.54% 181% 282 9.57% 1.5
Bingham Osborn & Scarborough
1394
Bingham Osborn & Scarborough
California
$838M +$11.9M +1% 1.78% 51.7% 123 8.13% 1.4
Cannell & Spears
1395
Cannell & Spears
New York
$835M -$65.6M -7% 0.21% 113% 150 15.33% 1.3
Arbor Capital Management (Minnesota)
1396
Arbor Capital Management (Minnesota)
Minnesota
$835M +$49.8M +6% 9.01% 97.7% 188 16.49% 1
1ST Source Bank
1397
1ST Source Bank
Indiana
$834M +$2.08M +0.2% 1.52% 80.8% 243 13.99% 1.4
Oak Associates
1398
Oak Associates
Ohio
$831M -$4.54M -0.5% 1.69% 152% 191 10.47% 1.4
Stack Financial Management
1399
Stack Financial Management
Montana
$830M -$35.4M -4% 2.23% 58.4% 54 7.41% 1.6
SII Investments
1400
SII Investments
Wisconsin
$829M +$69.8M +9% 2.1% 24.3% 570 15.61% 1.1