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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)
Locust Wood Capital Advisers
1426
Locust Wood Capital Advisers
New York
$842M -$44.5M -5% 6.86% 111% 49 36.73% 1.4
Neumeier Poma Investment Counsel
1427
Neumeier Poma Investment Counsel
California
$837M +$111M +15% 5.76% 229% 41 19.51% 2
Formuepleje A/S
1428
Formuepleje A/S
Denmark
$837M +$75.6M +10% 7.29% 92.1% 72 13.89% 1.3
Transamerica Financial Advisors
1429
Transamerica Financial Advisors
Florida
$835M -$4.17M -0.5% 3.65% 77.1% 443 15.35% 2.3
Sage Advisory Services
1430
Sage Advisory Services
Texas
$833M +$49.5M +6% 4.07% 33.9% 31 38.71% 0.9
Rand Wealth
1431
Rand Wealth
Maryland
$832M +$40M +5% 4.1% 40.4% 218 7.8% 3
Bedrijfstakpensioenfonds Voor De Media PNO
1432
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$830M +$55.4M +7% 9.61% 146% 198 2.02% 3.2
Trustmark National Bank Trust Department
1433
Trustmark National Bank Trust Department
Mississippi
$830M +$74.8M +10% 3.53% 58.6% 275 14.91% 2.6
St. James Investment Company
1434
St. James Investment Company
Texas
$829M +$546K +0.1% 6.28% 43.8% 39 38.46% 1.5
Guyasuta Investment Advisors
1435
Guyasuta Investment Advisors
Pennsylvania
$829M +$55.1M +7% 5.61% 99.5% 223 12.56% 2.5
Consulta
1436
Consulta
United Kingdom
$827M +$41.7M +5% 8.75% 30.7% 13 15.38% 1.3
Broadfin Capital
1437
Broadfin Capital
New York
$826M -$75.1M -8% 11.3% 298% 72 36.11% 1.8
Pitcairn
1438
Pitcairn
Pennsylvania
$825M +$16.5M +2% 5.62% 111% 533 15.2% 2.2
First Citizens Bank & Trust
1439
First Citizens Bank & Trust
North Carolina
$825M -$87.3M -10% 5.39% 69% 574 40.42% 1.4
Busey Bank
1440
Busey Bank
Illinois
$825M +$34M +4% 5.61% 94.2% 203 11.82% 2.9
Cookson Peirce & Co
1441
Cookson Peirce & Co
Pennsylvania
$825M +$102M +14% 8.82% 307% 159 30.19% 0.5
Stone Point Capital
1442
Stone Point Capital
Connecticut
$824M -$24.1M -3% 8.03% 15.7% 5 20% 1.3
Relative Value Partners Group
1443
Relative Value Partners Group
$822M +$47.9M +6% 3.01% 8.9% 151 18.54% 1.2
Mariner Independent Advisor Network
1444
Mariner Independent Advisor Network
Kansas
$822M +$205M +33% 8.24% 39.5% 373 89.54% 0.1
Capital International Inc
1445
Capital International Inc
California
$821M +$17.3M +2% 13.1% 132% 169 7.1% 1.9
First Midwest Bank Trust Division
1446
First Midwest Bank Trust Division
Illinois
$821M -$9.6M -1% 5.21% 107% 472 13.77% 2.3
Forvis Mazars Wealth Advisors
1447
Forvis Mazars Wealth Advisors
Missouri
$819M +$54.3M +7% 5.63% 68.2% 218 11.01% 2.3
Maple-Brown Abbott
1448
Maple-Brown Abbott
Australia
$818M +$106M +15% 6.77% 7.92% 19 10.53% 1.7
SBCM
1449
Schwerin Boyle Capital Management
Massachusetts
$817M +$8.93M +1% 4.36% 72.3% 68 16.18% 2.8
Boussard & Gavaudan Investment Management
1450
Boussard & Gavaudan Investment Management
United Kingdom
$817M +$390M +91% 21.4% 25.8% 17 52.94% 0.6