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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)
J.W. Cole Advisors
1401
J.W. Cole Advisors
Florida
$1.4B +$105M +8% 7.34% 84.9% 817 14.44% 1.5
Johnson Financial Group Inc (Wisconsin)
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4B +$142M +11% 5.83% 58.1% 726 30.17% 4.6
Leavell Investment Management
1403
Leavell Investment Management
Alabama
$1.4B +$69.9M +5% 6.21% 84.5% 455 7.03% 5.7
GC
1404
Gobi Capital
California
$1.4B +$251M +22% 22.4% 93.7% 10 10% 2.8
Lingotto Investment Management
1405
Lingotto Investment Management
United Kingdom
$1.4B +$63.6M +5% 13.9% 362% 21 19.05% 2.1
American Family Insurance Mutual Holding
1406
American Family Insurance Mutual Holding
Wisconsin
$1.4B +$266M +24% 3.56% 2.63% 11 9.09% 1.9
Joel Isaacson & Co
1407
Joel Isaacson & Co
New York
$1.39B +$92.2M +7% 5.39% 72.5% 337 6.82% 4.7
Cary Street Partners Investment Advisory
1408
Cary Street Partners Investment Advisory
Virginia
$1.39B +$32.7M +2% 5.58% 84.1% 1,744 8.77% 0.6
Financial Advocates Investment Management
1409
Financial Advocates Investment Management
Washington
$1.39B +$49.8M +4% 7.25% 89.9% 835 20.72% 2.5
GenTrust
1410
GenTrust
Florida
$1.39B +$267M +24% 4.63% 53% 149 20.81% 1.6
HIG
1411
Herr Investment Group
Texas
$1.39B -$258M -16% 4.19% – 97 55.67% 0.2
Csenge Advisory Group
1412
Csenge Advisory Group
Florida
$1.39B +$94.4M +7% 4.41% 66.3% 651 16.9% 2.1
Kiltearn Partners
1413
Kiltearn Partners
United Kingdom
$1.38B +$22M +2% 3.38% 41% 31 0% 2.9
Summit Partners
1414
Summit Partners
Massachusetts
$1.38B +$158M +13% 32.6% 23.2% 10 0% 3.5
Alpha Cubed Investments
1415
Alpha Cubed Investments
California
$1.38B +$61.1M +5% 10.3% 126% 318 19.5% 3.8
Frazier Life Sciences Management
1416
Frazier Life Sciences Management
California
$1.38B -$227M -14% 1.92% 866% 52 21.15% 0.7
Comerica Securities
1417
Comerica Securities
Michigan
$1.38B -$19.7M -1% 4.82% 25.6% 1,513 69.07% 3.9
Oak Hill Advisors
1418
Oak Hill Advisors
New York
$1.38B -$252M -15% 1.84% 42.4% 16 0% 2.8
RBF Capital
1419
RBF Capital
California
$1.38B +$46.2M +3% 8.6% 147% 551 11.43% 4
St. Denis J. Villere & Co
1420
St. Denis J. Villere & Co
Louisiana
$1.37B +$93.1M +7% 9.04% 32.6% 65 9.23% 4.7
Clearstead Advisors
1421
Clearstead Advisors
Ohio
$1.37B +$97.3M +8% 6.32% 71.4% 1,463 16.68% 2.4
E Fund Management
1422
E Fund Management
China
$1.37B +$167M +14% 13.5% – 359 14.48% 1.4
James Hambro & Partners
1423
James Hambro & Partners
United Kingdom
$1.37B +$58.5M +4% 3.96% 97% 73 23.29% 2.5
Marathon Trading Investment Management
1424
Marathon Trading Investment Management
Pennsylvania
$1.37B +$555M +68% 10.7% 143% 362 48.07% 1.1
Formuepleje A/S
1425
Formuepleje A/S
Denmark
$1.36B +$179M +15% 9.26% 92.1% 81 6.17% 1.8