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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)
DJSG
1426
D.J. St. Germain
Massachusetts
$843M -$50.6M -6% 10.7% 65.3% 190 12.11% 3
TIP
1427
Torray Investment Partners
Maryland
$843M -$159M -16% 13% 82.4% 109 12.84% 2.8
Partners Capital Investment Group
1428
Partners Capital Investment Group
Massachusetts
$842M -$86M -9% 15.8% 47.5% 94 23.4% 1.4
AP
1429
Altarock Partners
Florida
$840M -$248M -23% 11% 58.1% 7 14.29% 3.4
BP
1430
Berkshire Partners
Massachusetts
$840M -$246M -23% 13.2% 79% 3 0% 2.7
TP
1431
Thunderbird Partners
United Kingdom
$839M -$156M -16% 18.9% 38% 11 27.27% 0.8
Moneta Group Investment Advisors
1432
Moneta Group Investment Advisors
Missouri
$839M -$139M -14% 12.9% 64% 264 30.68% 2.5
CFGS
1433
Concourse Financial Group Securities
Alabama
$837M +$481M +135% 10.7% 18.1% 2,317 30.77% 0.2
H&H International Investment
1434
H&H International Investment
California
$836M – – 21.1% 52.7% 8 – 0
BOTW
1435
Bank of the West
California
$831M -$23M -3% 11.9% 35.4% 311 15.76% 3.7
Capital International Sarl
1436
Capital International Sarl
California
$831M -$219M -21% 10.6% 149% 142 14.79% 2.7
DA
1437
DSC Advisors
Illinois
$826M +$80.6M +11% 16.6% 3.18% 89 33.71% 1.5
BIC
1438
Beach Investment Counsel
Pennsylvania
$826M -$190M -19% 11.3% 36% 157 14.01% 4.1
NRS
1439
Neville Rodie & Shaw
New York
$824M -$189M -19% 11.9% 125% 265 13.96% 4.3
BOTOTLSJU
1440
Board of Trustees of The Leland Stanford Junior University
California
$824M +$38.2M +5% 12.1% 142% 30 50% 1.2
AG
1441
Atairos Group
Pennsylvania
$823M -$276M -25% 25.6% 27.9% 2 50% 0.5
First Citizens Bank & Trust
1442
First Citizens Bank & Trust
North Carolina
$822M -$77.9M -9% 12.9% 69% 469 27.08% 2.1
WFMPM
1443
Woodley Farra Manion Portfolio Management
Indiana
$822M -$146M -15% 10.2% 68.1% 85 10.59% 3.4
FIG
1444
Fortress Investment Group
New York
$822M -$202M -20% 19.5% 97.5% 34 38.24% 1
VIM
1445
Veritas Investment Management
United Kingdom
$821M -$127M -13% 13% 69% 74 20.27% 3.1
SEP
1446
Soma Equity Partners
California
$821M +$42.6M +5% 19.7% 151% 19 52.63% 0.9
LSAG
1447
Lake Street Advisors Group
New Hampshire
$821M -$81.5M -9% 11.2% 16% 232 21.12% 0.9
LIC
1448
Lodestar Investment Counsel
Illinois
$821M -$106M -11% 11% 45.1% 177 6.21% 3.9
BDS
1449
Banco de Sabadell
Florida
$818M -$94.9M -10% 13.1% 75.1% 479 35.7% 0.7
3CP
1450
3G Capital Partners
New York
$818M -$392M -32% 7.99% 351% 31 67.74% 0.9