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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)
Moneta Group Investment Advisors
1426
Moneta Group Investment Advisors
Missouri
$957M +$118M +14% 11.3% 64.3% 268 26.49% 2.2
3EDGE Asset Management
1427
3EDGE Asset Management
Florida
$955M +$10.5M +1% 5.27% 44.1% 21 61.9% 0.4
Argent Trust Co
1428
Argent Trust Co
Tennessee
$955M +$103M +12% 12.5% 86.2% 446 11.88% 2
Davidson Investment Advisors
1429
Davidson Investment Advisors
Montana
$954M +$92.4M +11% 13.2% 79% 103 8.74% 4.1
Hikari Power
1430
Hikari Power
Japan
$954M +$65.8M +7% 11.2% 53.5% 128 7.81% 1.9
Lake Street Advisors Group
1431
Lake Street Advisors Group
New Hampshire
$953M +$132M +16% 12.2% 16% 239 19.25% 0.9
Packer & Co
1432
Packer & Co
Australia
$952M +$141M +17% 17.9% – 26 7.69% 2.3
OHM
1433
Ordinal Holdings ManageCo
New York
$952M -$80.5M -8% 7.8% 19.5% 1 0% 1.3
TT International
1434
TT International
United Kingdom
$948M +$172M +22% 20.9% – 54 48.15% 1
Torray Investment Partners
1435
Torray Investment Partners
Maryland
$948M +$105M +12% 14.7% 82.4% 107 7.48% 3
Waratah Capital Advisors
1436
Waratah Capital Advisors
Ontario, Canada
$948M +$140M +17% 22.1% 192% 145 60% 0.5
FVP
1437
Firefly Value Partners
Pennsylvania
$947M -$250M -21% 14.5% 25.7% 35 45.71% 2.7
Huber Capital Management
1438
Huber Capital Management
California
$944M -$153M -14% 15% 70.4% 107 8.41% 4.2
Neville Rodie & Shaw
1439
Neville Rodie & Shaw
New York
$944M +$119M +14% 14.1% 125% 256 8.59% 4.3
Beacon Investment Advisory Services
1440
Beacon Investment Advisory Services
New Jersey
$943M +$39.2M +4% 13.4% 95.8% 260 19.23% 1.8
Rockland Trust
1441
Rockland Trust
Massachusetts
$943M +$128M +16% 11.3% 61.5% 255 15.69% 3
Avenir Corporation
1442
Avenir Corporation
Virginia
$943M +$142M +18% 17.1% 34.4% 70 12.86% 3.4
CCMP Capital
1443
CCMP Capital
New York
$940M +$22.3M +2% 2.43% 12.3% 1 0% 1.5
Iconiq Capital
1444
Iconiq Capital
California
$938M +$228M +32% 24.1% 0.88% 53 18.87% 2.6
Hanlon Investment Management
1445
Hanlon Investment Management
New Jersey
$936M – – 11.7% 80.6% 125 – 0.3
LIC
1446
Lodestar Investment Counsel
Illinois
$935M +$114M +14% 12.1% 45.1% 170 1.76% 4.1
Relative Value Partners Group
1447
Relative Value Partners Group
$935M +$73.9M +9% 7.96% 8.9% 171 12.87% 2
Capital Advisors Inc
1448
Capital Advisors Inc
Oklahoma
$935M -$604M -39% 16.8% 82.7% 193 43.01% 2.4
Alaska Wealth Advisors
1449
Alaska Wealth Advisors
Alaska
$934M +$612M +190% 9.16% 44.3% 65 18.46% 0.8
Beaumont Financial Advisors
1450
Beaumont Financial Advisors
Massachusetts
$933M +$320M +52% 11.9% 93.3% 245 25.71% 2.2