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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)
Johnson Financial Group Inc (Wisconsin)
1401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$837M -$271M -24% 19.8% 66.5% 542 16.05% 4.8
P2 Capital Partners
1402
P2 Capital Partners
New York
$836M -$527M -39% 42.9% 7.96% 17 23.53% 2.8
Trustmark National Bank Trust Department
1403
Trustmark National Bank Trust Department
Mississippi
$835M -$226M -21% 18.5% 62.9% 246 14.63% 4.6
Guyasuta Investment Advisors
1404
Guyasuta Investment Advisors
Pennsylvania
$834M -$195M -19% 17% 99.5% 219 22.37% 4.7
OHM
1405
Ordinal Holdings ManageCo
New York
$834M +$194M +30% 30.2% 19.5% 1 0% 2.3
Level Four Advisory Services
1406
Level Four Advisory Services
Texas
$834M -$1.69B -67% 15.7% 102% 599 25.04% 2.3
Zazove Associates
1407
Zazove Associates
Nevada
$833M -$370M -31% 2.14% 11% 128 7.81% 1.2
Cat Rock Capital Management
1408
Cat Rock Capital Management
Connecticut
$833M +$123M +17% 22% 66.8% 13 46.15% 1
Woodley Farra Manion Portfolio Management
1409
Woodley Farra Manion Portfolio Management
Indiana
$832M -$235M -22% 18.5% 70.2% 476 14.71% 0.9
Alpha Cubed Investments
1410
Alpha Cubed Investments
California
$832M -$140M -14% 12.2% 126% 270 22.22% 3.1
Cumberland Partners
1411
Cumberland Partners
Ontario, Canada
$831M -$295M -26% 19.6% 101% 184 20.65% 1.9
La Financiere de L'Echiquier
1412
La Financiere de L'Echiquier
France
$831M -$14.3M -2% 11.5% 28.1% 71 25.35% 1.1
Hillsdale Investment Management
1413
Hillsdale Investment Management
Ontario, Canada
$831M -$319M -28% 24.6% 278% 712 35.53% 1.7
J. Goldman & Co
1414
J. Goldman & Co
New York
$830M -$565M -41% 16.5% 106% 388 74.23% 0.4
Lincluden Management
1415
Lincluden Management
Ontario, Canada
$829M -$281M -25% 26% 67.7% 78 16.67% 4.6
Paradigm Capital Management Inc
1416
Paradigm Capital Management Inc
New York
$828M -$469M -36% 27.2% 195% 161 11.8% 4.1
First Citizens Bank & Trust
1417
First Citizens Bank & Trust
North Carolina
$827M -$212M -20% 19.8% 69% 398 28.64% 2.8
Advisor Partners
1418
Advisor Partners
California
$827M -$140M -15% 16.5% 63.8% 721 25.24% 3.2
AlphaCrest Capital Management
1419
AlphaCrest Capital Management
New York
$824M -$395M -32% 26.6% 8.44% 1,386 39.54% 0.7
BOK Financial Private Wealth
1420
BOK Financial Private Wealth
Colorado
$823M -$362M -31% 18.7% 68.8% 211 23.22% 2.2
HSC
1421
Harbor Spring Capital
New York
$823M -$98.2M -11% 21.1% – 25 12% 2.1
Periscope Capital
1422
Periscope Capital
Ontario, Canada
$823M -$7.28M -0.9% 1.29% 26.5% 281 28.11% 0.7
Ashfield Capital Partners
1423
Ashfield Capital Partners
California
$822M -$182M -18% 15.1% 48.8% 236 11.02% 4.4
Neville Rodie & Shaw
1424
Neville Rodie & Shaw
New York
$821M -$198M -19% 17% 125% 253 10.67% 5.3
Cannell & Spears
1425
Cannell & Spears
New York
$817M -$118M -13% 16.6% 122% 259 44.4% 2.8