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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)
MWP
1401
MYCIO Wealth Partners
Pennsylvania
$1.03B +$63.6M +7% 6.43% 69.3% 299 11.37% 3
BIAS
1402
Beacon Investment Advisory Services
New Jersey
$1.03B +$40.5M +4% 5.38% 95.8% 263 12.93% 1.3
Lido Advisors
1403
Lido Advisors
California
$1.03B +$158M +18% 7.46% 75% 484 20.87% 1.1
Greenwoods Asset Management
1404
Greenwoods Asset Management
Cayman Islands
$1.03B -$79.8M -7% 16.5% 223% 23 39.13% 1.4
FIG
1405
Fortress Investment Group
New York
$1.02B -$1.37B -57% 1.83% 97.5% 35 62.86% 1
HAM
1406
Honeycomb Asset Management
New York
$1.02B +$157M +18% 7.06% 49% 52 75% 0.2
ACM
1407
Aviance Capital Management
Florida
$1.02B -$178M -15% 2.81% 22% 239 28.03% 1.6
ESBC
1408
E.S. Barr & Co
Kentucky
$1.02B +$48.3M +5% 4.6% 73.5% 93 9.68% 3.9
BIC
1409
Beach Investment Counsel
Pennsylvania
$1.02B +$58.1M +6% 7.78% 36% 161 10.56% 3.8
SB
1410
Simmons Bank
Arkansas
$1.02B -$85.6M -8% 6.45% 92.9% 387 10.08% 1.7
AFG
1411
American Financial Group
Ohio
$1.01B -$29.7M -3% 5% 32.5% 111 7.21% 3.2
PCM
1412
Portolan Capital Management
Massachusetts
$1.01B +$34.1M +3% 10.8% 738% 114 28.95% 1.3
NRS
1413
Neville Rodie & Shaw
New York
$1.01B +$64.9M +7% 8.16% 125% 271 9.23% 4.1
ST
1414
Spinnaker Trust
Maine
$1.01B +$73.5M +8% 5.46% 68.2% 232 11.21% 3.1
Boothbay Fund Management
1415
Boothbay Fund Management
New York
$1.01B -$137M -12% 4.33% 328% 1,058 58.88% 0.5
PP
1416
Patten & Patten
Tennessee
$1.01B +$36.4M +4% 7.25% 74.1% 241 4.15% 3.7
LOAMS
1417
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.01B +$59.6M +6% 5.96% 135% 372 24.73% 1
LDB
1418
Lee, Danner & Bass
Tennessee
$1.01B +$68.6M +7% 9% – 182 7.69% 3.9
WBG
1419
Wharton Business Group
Pennsylvania
$1.01B +$46.4M +5% 4.26% 72.5% 104 4.81% 3.8
RP
1420
RR Partners
New York
$1.01B -$313M -24% 5.53% 73.3% 21 14.29% 1.9
DIA
1421
Davidson Investment Advisors
Montana
$1.01B +$54M +6% 7.51% 69.5% 102 2.94% 3.9
Sequoia Financial Advisors
1422
Sequoia Financial Advisors
Ohio
$1.01B +$67.6M +7% 3.63% 78.3% 339 13.27% 2.3
M
1423
MOTCO
Texas
$1.01B +$34M +3% 3.69% 63.5% 588 14.97% 3.1
SC
1424
SRB Corp
Massachusetts
$1B +$92.4M +10% 8.53% 87.3% 183 17.49% 2
BFA
1425
Beaumont Financial Advisors
Massachusetts
$1B +$58.6M +6% 5.62% 80.6% 247 23.48% 2.1