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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)
WFMPM
1376
Woodley Farra Manion Portfolio Management
Indiana
$1.5B -$52.9M -3% 1.22% 68.1% 108 15.74% 4.1
ST
1377
Sabal Trust
Florida
$1.5B -$76.8M -5% 3.78% 18.4% 214 9.81% 4.1
QPBE
1378
Quintet Private Bank (Europe)
Luxembourg
$1.5B -$583M -28% 3.1% 111% 287 29.27% 1
RVPG
1379
Relative Value Partners Group
$1.49B -$58.3M -4% 2.76% 8.9% 280 20.36% 2.5
Quantbot Technologies
1380
Quantbot Technologies
New York
$1.49B -$39.2M -3% 6.45% 33.6% 2,098 56.77% 0.4
Alpha Cubed Investments
1381
Alpha Cubed Investments
California
$1.49B +$4.23M +0.3% 2.82% 126% 290 16.55% 4.4
Robertson Stephens Wealth Management
1382
Robertson Stephens Wealth Management
California
$1.48B +$69M +5% 2.41% 109% 476 19.54% 2
LI
1383
LMCG Investments
Massachusetts
$1.48B -$62.4M -4% 1.39% 125% 302 7.62% 5.7
BBA
1384
Baader Bank Aktiengesellschaft
Germany
$1.48B -$496M -25% 0.2% 155% 500 55.6% 0.8
TCOV
1385
Trust Company of Vermont
Vermont
$1.48B -$53.7M -3% 2.99% – 884 13.69% 3.8
Avior Wealth Management
1386
Avior Wealth Management
Nebraska
$1.48B -$58.9M -4% 3.36% 71.4% 1,695 13.75% 3.1
EA
1387
Efficient Advisors
Ohio
$1.48B -$53.1M -3% 3.58% 30.6% 71 5.63% 5.9
TC
1388
Trilogy Capital
California
$1.48B -$91.6M -6% 2.77% 54.1% 273 8.42% 1.9
PCM
1389
Politan Capital Management
New York
$1.48B -$212M -13% 10.7% 75.4% 3 0% 1
MC
1390
Moors & Cabot
Massachusetts
$1.47B -$31.2M -2% 1.11% 124% 894 11.52% 4.3
Gratus Capital
1391
Gratus Capital
Georgia
$1.47B +$9.26M +0.6% 1.7% 51.4% 269 16.36% 3.2
Paradigm Biocapital Advisors
1392
Paradigm Biocapital Advisors
New York
$1.47B +$179M +14% 1.76% 803% 38 39.47% 0.8
Gerber Kawasaki Wealth & Investment Management
1393
Gerber Kawasaki Wealth & Investment Management
California
$1.47B -$20.4M -1% 4.52% 91.5% 275 11.27% 2.8
1SB
1394
1ST Source Bank
Indiana
$1.47B -$80.3M -5% 2.83% 80.8% 249 4.02% 7
ELC
1395
Edgar Lomax Company
Virginia
$1.47B -$49.8M -3% 0.49% 66.2% 57 1.75% 4.9
Csenge Advisory Group
1396
Csenge Advisory Group
Florida
$1.47B -$23.3M -2% 2.86% 66.3% 714 18.49% 2.3
B
1397
BloombergSen
Ontario, Canada
$1.47B +$10.3M +0.7% 2.1% 46.9% 33 9.09% 3.1
GHA
1398
GW Henssler & Associates
Georgia
$1.46B -$57.9M -4% 1.8% 62.4% 277 51.26% 2.9
CWM
1399
Connecticut Wealth Management
Connecticut
$1.46B +$26.3M +2% 3.96% 70.2% 304 17.76% 2.1
PRIG
1400
Payden & Rygel Investment Group
California
$1.46B – – 0.65% – 134 – 0