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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)
BA
1426
Broadview Advisors
Wisconsin
$721M -$228M -24% 10% 65.3% 106 20.75% 1.4
Vident Investment Advisory
1427
Vident Investment Advisory
Georgia
$720M -$31.5M -4% 9.4% 82.6% 1,247 31.36% 0.4
TPH Asset Management
1428
TPH Asset Management
Texas
$720M +$143M +25% 24.7% 8.46% 163 44.79% 0.7
BFO
1429
Boston Family Office
Massachusetts
$718M -$77.7M -10% 7.21% 53.4% 260 11.92% 2.1
Crosslink Capital
1430
Crosslink Capital
California
$717M +$29.5M +4% 3.38% 135% 55 38.18% 1
Sabal Trust
1431
Sabal Trust
Florida
$716M -$52.8M -7% 4.04% 18.4% 114 14.91% 1.9
Trustmark National Bank Trust Department
1432
Trustmark National Bank Trust Department
Mississippi
$714M -$33.7M -5% 4.84% 58.6% 376 16.76% 1.6
Stack Financial Management
1433
Stack Financial Management
Montana
$714M -$109M -13% 8.29% 58.4% 54 12.96% 1.9
Quest Investment Management
1434
Quest Investment Management
Oregon
$713M +$3.19M +0.4% 4.51% 105% 119 14.29% 1.8
Bank of Nova Scotia Trust
1435
Bank of Nova Scotia Trust
Ontario, Canada
$713M -$73.1M -9% 9.26% 61.4% 126 11.9% 1.8
Stoneridge Investment Partners
1436
Stoneridge Investment Partners
Pennsylvania
$713M -$97.1M -12% 13.7% 44.2% 340 39.12% 0.8
Consonance Capital Management
1437
Consonance Capital Management
New York
$711M -$285M -29% 20.8% 314% 33 27.27% 0.8
Gabelli & Co Investment Advisers
1438
Gabelli & Co Investment Advisers
New York
$709M +$12.1M +2% 7.14% 248% 221 45.25% 0.8
Cipher Capital
1439
Cipher Capital
New York
$708M -$24M -3% 9.26% – 682 53.81% 0.4
Archer Capital Management
1440
Archer Capital Management
New York
$708M -$81.9M -10% 13.2% 72.3% 51 41.18% 0.9
Gardner Lewis Asset Management
1441
Gardner Lewis Asset Management
Pennsylvania
$707M +$46M +7% 16.1% 240% 142 63.38% 0.7
Boston Financial Management
1442
Boston Financial Management
Massachusetts
$706M -$71.6M -9% 6.03% 30.1% 203 6.9% 2
Wilbanks Smith & Thomas Asset Management
1443
Wilbanks Smith & Thomas Asset Management
Virginia
$705M -$315M -31% 8.08% 25.2% 332 24.1% 1.8
Gradient Investments
1444
Gradient Investments
Minnesota
$705M -$25.5M -3% 5.41% 67.6% 754 26.92% 1.3
Hirzel Capital Management
1445
Hirzel Capital Management
Texas
$703M -$332M -32% 11.2% 63.7% 27 25.93% 0.8
Waterfront Capital Partners
1446
Waterfront Capital Partners
New York
$700M +$59.2M +9% 3.94% 88.3% 71 56.34% 0.4
Matrix Asset Advisors
1447
Matrix Asset Advisors
New York
$700M -$96.4M -12% 11.6% 84.9% 82 13.41% 1.9
Busey Bank
1448
Busey Bank
Illinois
$700M -$41.3M -6% 5.92% 94.2% 213 6.1% 1.9
Deroy & Devereaux Private Investment Counsel
1449
Deroy & Devereaux Private Investment Counsel
Michigan
$698M -$77.1M -10% 9.01% 123% 174 14.94% 1.7
TA Associates
1450
TA Associates
Massachusetts
$698M +$387M +125% 30.3% – 3 33.33% 1.5