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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)
Northeast Financial Consultants
1401
Northeast Financial Consultants
Connecticut
$981M +$6.51M +0.7% 0.3% 63.8% 335 9.85% 1.3
MAM
1402
Myriad Asset Management
Hong Kong
$975M -$93.8M -9% 2.94% 149% 124 46.77% 0.4
LIM
1403
Leavell Investment Management
Alabama
$975M +$24.7M +3% 2.16% 84.5% 397 7.81% 4.4
Prospera Financial Services
1404
Prospera Financial Services
Texas
$974M +$82.9M +9% 1.9% 97.4% 577 16.81% 1.5
Welch Group
1405
Welch Group
Alabama
$974M +$36.5M +4% 4.08% 73.2% 146 4.79% 4.4
SBCM
1406
Schwerin Boyle Capital Management
Massachusetts
$970M +$12.6M +1% 1.15% 72.3% 57 12.28% 4.2
SC
1407
Sepio Capital
Utah
$969M +$229M +31% 1.68% 75.2% 273 29.67% 0.5
CS
1408
Comerica Securities
Michigan
$969M +$28.1M +3% 1.69% 25.6% 449 16.04% 2.6
CI
1409
Cigna Investments
Connecticut
$969M +$47.6M +5% 1.99% 138% 698 9.17% 2.2
GIA
1410
Guyasuta Investment Advisors
Pennsylvania
$967M +$4.86M +0.5% 1.89% 99.5% 220 14.09% 4
Level Four Advisory Services
1411
Level Four Advisory Services
Texas
$966M -$24.2M -2% 1.25% 92.2% 554 14.8% 2
CC
1412
Casdin Capital
New York
$966M -$102M -10% 19.6% 370% 33 6.06% 1.9
LCM
1413
Lomas Capital Management
New York
$966M +$35.7M +4% 1.16% 66.3% 37 45.95% 0.9
BFO
1414
Boston Family Office
Massachusetts
$964M +$901K +0.1% 1.2% 53.4% 261 4.98% 4.8
FCM
1415
FJ Capital Management
Virginia
$964M -$81.7M -8% 1.17% 97.9% 110 34.55% 1.8
DIA
1416
Davidson Investment Advisors
Montana
$963M +$2.88M +0.3% 1.15% 69.5% 107 8.41% 4.2
VIP
1417
Vantage Investment Partners
Missouri
$962M +$87.3M +10% 0.29% 50.9% 93 13.98% 2.7
S
1418
Seeyond
France
$962M -$1.37M -0.1% 3.33% 21.3% 639 2.82% 0.7
DIGDR
1419
Dynamo Internacional Gestao de Recursos
Brazil
$961M -$25.5M -3% 2.28% 34.1% 11 18.18% 1.7
SIM
1420
Sonora Investment Management
Arizona
$960M +$64.7M +7% 1.06% 32.8% 2,027 27.53% 1.6
MP
1421
Manikay Partners
New York
$959M -$244M -20% 1.49% 91.7% 38 55.26% 1.3
PCM
1422
Penn Capital Management
Pennsylvania
$959M -$55.5M -5% 1.34% 181% 254 28.35% 1.7
Laird Norton Wetherby Wealth Management
1423
Laird Norton Wetherby Wealth Management
California
$958M +$44.3M +5% 1.23% – 729 10.29% 3.6
CDH
1424
Charles D. Hyman
$956M -$2.14M -0.2% 1.43% 36.8% 194 5.67% 3.9
JMG Financial Group
1425
JMG Financial Group
Illinois
$956M +$22.8M +2% 0.19% 58.7% 73 1.37% 4.4