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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)
Swiss Re
1401
Swiss Re
Switzerland
$871M +$179M +26% 5.66% – 5 0% 1.7
Peconic Partners
1402
Peconic Partners
New York
$871M +$114M +15% 4.32% 300% 58 48.28% 1.3
Checchi Capital Advisers
1403
Checchi Capital Advisers
California
$869M +$128M +17% 5.98% 68% 420 12.38% 2.2
NumerixS Investment Technologies
1404
NumerixS Investment Technologies
British Columbia, Canada
$869M +$76.9M +10% 7.63% 24.6% 1,524 54.33% 0.5
Patten & Patten
1405
Patten & Patten
Tennessee
$868M +$55.1M +7% 5% 74.1% 246 12.6% 2.5
Towle & Co
1406
Towle & Co
Colorado
$867M +$121M +16% 5.1% 172% 40 17.5% 2.2
Van Lanschot Kempen Investment Management
1407
Van Lanschot Kempen Investment Management
Netherlands
$867M +$67.1M +8% 1.22% 75.9% 139 6.47% 2.3
Leonard Green & Partners
1408
Leonard Green & Partners
California
$865M -$132M -13% 2.83% 53.9% 4 0% 2.3
Community Trust & Investment
1409
Community Trust & Investment
Kentucky
$864M +$23.5M +3% 4.21% 123% 116 11.21% 2.3
JC
1410
JBF Capital
Colorado
$864M +$66.8M +8% 5.78% 93.6% 124 58.87% 0.8
Mountain Pacific Investment Advisers
1411
Mountain Pacific Investment Advisers
Idaho
$861M -$71.5M -8% 6.44% 79.5% 104 5.77% 3.2
Deroy & Devereaux Private Investment Counsel
1412
Deroy & Devereaux Private Investment Counsel
Michigan
$861M +$17.5M +2% 4.2% 123% 164 10.98% 2.5
Donaldson Capital Management
1413
Donaldson Capital Management
Indiana
$861M +$48M +6% 5.47% 77.7% 172 16.28% 2.4
Rothschild Investment LLC
1414
Rothschild Investment LLC
Illinois
$859M +$28M +3% 4.66% 99.4% 518 14.48% 2.5
Turtle Creek Asset Management
1415
Turtle Creek Asset Management
Ontario, Canada
$858M +$317M +58% 2.52% 2.37% 14 7.14% 1.6
Tower Bridge Advisors
1416
Tower Bridge Advisors
Pennsylvania
$856M +$31.4M +4% 4.64% 78.9% 222 10.36% 2.9
Sectoral Asset Management
1417
Sectoral Asset Management
Quebec, Canada
$856M -$46.4M -5% 16.9% 168% 72 33.33% 1.2
1GA
1418
1st Global Advisors
Texas
$856M +$56.3M +7% 5.15% 23.5% 566 21.2% 1.8
Bar Harbor Wealth Management
1419
Bar Harbor Wealth Management
New Hampshire
$856M -$50.5M -6% 4.38% 85% 366 13.66% 2.7
SC
1420
Stralem & Co
New York
$855M +$14.9M +2% 7.38% 25.5% 54 11.11% 2.9
Arosa Capital Management
1421
Arosa Capital Management
Florida
$853M +$129M +18% 8.57% 536% 57 63.16% 0.3
Redwood Capital Management
1422
Redwood Capital Management
New York
$848M +$113M +15% 9.37% 313% 50 22% 2
Itau Unibanco Holding S.A.
1423
Itau Unibanco Holding S.A.
Brazil
$844M +$17.7M +2% 10.1% 105% 839 65.08% 0.2
Jabre Capital Partners
1424
Jabre Capital Partners
Switzerland
$844M -$30M -3% 2.12% 62.9% 146 59.59% 0.4
Berkshire Asset Management
1425
Berkshire Asset Management
Pennsylvania
$842M +$68M +9% 4.12% 70.4% 196 11.22% 2.3