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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)
Eagle Boston Investment Management
1376
Eagle Boston Investment Management
Massachusetts
$1B +$28.5M +3% 2.39% 71.5% 150 14.67% 3
Leuthold Group
1377
Leuthold Group
Minnesota
$1B +$11.1M +1% 5.8% 126% 225 28.44% 1.5
Monarch Alternative Capital
1378
Monarch Alternative Capital
New York
$1B -$472M -32% 14.8% 497% 8 37.5% 0.5
Forvis Mazars Wealth Advisors
1379
Forvis Mazars Wealth Advisors
Missouri
$1000M +$91M +10% 5.81% 68.2% 251 15.54% 2.5
Patten & Patten
1380
Patten & Patten
Tennessee
$1000M +$50.5M +5% 7.67% 74.1% 255 7.06% 3
Neumeier Poma Investment Counsel
1381
Neumeier Poma Investment Counsel
California
$999M +$41.9M +4% 7.58% 229% 40 7.5% 2.3
Sage Advisory Services
1382
Sage Advisory Services
Texas
$997M +$68M +7% 2.81% 33.9% 52 28.85% 0.6
Stack Financial Management
1383
Stack Financial Management
Montana
$994M +$70.6M +8% 6.92% 58.4% 57 10.53% 2.7
M
1384
MOTCO
Texas
$991M +$14.9M +2% 3.18% 63.5% 633 21.64% 2.8
CI
1385
CPMG Inc
Texas
$989M – – 1.84% 878% 17 – 0
Evergreen Capital Management
1386
Evergreen Capital Management
Washington
$989M +$133M +16% 1.88% 77.2% 257 37.35% 1.1
WealthTrust Fairport
1387
WealthTrust Fairport
Ohio
$988M +$40.3M +4% 5.19% 31.4% 169 10.65% 2.8
FHAM
1388
Folger Hill Asset Management
New York
$987M -$166M -14% 9.51% 83.9% 250 62.4% 0.3
E.S. Barr & Co
1389
E.S. Barr & Co
Kentucky
$985M +$45.4M +5% 5.73% 73.5% 94 9.57% 3.3
Symphony Asset Management
1390
Symphony Asset Management
California
$984M +$85M +9% 4.8% 21.6% 402 27.36% 1.4
Lee, Danner & Bass
1391
Lee, Danner & Bass
Tennessee
$984M +$54.8M +6% 8.94% – 177 6.21% 3.5
BPIM
1392
Brant Point Investment Management
New York
$983M +$22.2M +2% 8.82% 169% 169 37.87% 1.5
Sabal Trust
1393
Sabal Trust
Florida
$981M -$18.9M -2% 4.36% 18.4% 141 11.35% 2.8
Seven Eight Capital
1394
Seven Eight Capital
New York
$979M +$161M +20% 8.69% 13.6% 661 69.89% 0.3
Signature Estate & Investment Advisors
1395
Signature Estate & Investment Advisors
California
$979M +$82.5M +9% 5.59% 84.4% 168 18.45% 1.8
Old Mutual Customised Solutions
1396
Old Mutual Customised Solutions
South Africa
$978M +$241M +33% 7.01% 49.7% 792 6.44% 3.6
QCI Asset Management
1397
QCI Asset Management
New York
$977M +$79.4M +9% 7.13% 53.4% 657 12.94% 2.8
Sun Life Financial
1398
Sun Life Financial
Ontario, Canada
$977M -$34.9M -3% 4.94% 65.7% 517 5.22% 1.2
Formuepleje A/S
1399
Formuepleje A/S
Denmark
$976M +$66.3M +7% 10.1% 92.1% 67 10.45% 1.8
Crestline Management
1400
Crestline Management
Texas
$976M +$257M +36% 6.42% 80.2% 234 81.62% 0.1