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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)
SC
1426
Shellback Capital
Massachusetts
$956M +$153M +19% 4.53% 198% 108 69.44% 0.6
Roffman Miller Associates
1427
Roffman Miller Associates
Pennsylvania
$955M +$24.1M +3% 3.35% 68.9% 102 27.45% 3.1
Avenir Corporation
1428
Avenir Corporation
Virginia
$955M -$4.6M -0.5% 2.28% 34.4% 71 7.04% 3.7
FIG
1429
Fortress Investment Group
New York
$954M +$37.4M +4% 6.98% 97.5% 63 30.16% 1
TM
1430
Thiel Macro
California
$953M +$583M +158% 0% – 14 71.43% 0.5
BVF Inc
1431
BVF Inc
California
$952M +$36.2M +4% 6.38% 592% 63 17.46% 1.8
SI
1432
SQN Investors
California
$952M -$156M -14% 13.2% – 19 36.84% 0.8
ET
1433
Equitable Trust
Tennessee
$949M +$6.88M +0.7% 1.65% 109% 297 11.78% 1
Keeley-Teton Advisors
1434
Keeley-Teton Advisors
Illinois
$947M -$78M -8% 0.58% 28.6% 282 10.64% 2
RWA Wealth Partners
1435
RWA Wealth Partners
Massachusetts
$947M +$15.6M +2% 0.91% 58.4% 243 11.52% 1.8
Capital Analysts LLC
1436
Capital Analysts LLC
Pennsylvania
$946M +$28.2M +3% 1.15% 51.3% 751 16.11% 2.3
Neville Rodie & Shaw
1437
Neville Rodie & Shaw
New York
$945M +$260K +0% 1.91% 125% 252 4.76% 4.7
Valley Wealth Managers
1438
Valley Wealth Managers
New Jersey
$942M -$340K -0% 2.32% 118% 207 15.94% 2.4
First Merchants Corp
1439
First Merchants Corp
Indiana
$941M +$312M +50% 1.39% 55.6% 270 28.15% 3
SGCIA
1440
Smith Graham & Co Investment Advisors
Texas
$940M +$12.3M +1% 1.59% 56.9% 135 4.44% 4.7
First Mercantile Trust
1441
First Mercantile Trust
Tennessee
$939M -$10M -1% 0.54% 51.2% 978 21.27% 2.6
Trilogy Capital
1442
Trilogy Capital
California
$939M +$32.9M +4% 0.59% 54.1% 124 16.94% 1.2
Phocas Financial Corp
1443
Phocas Financial Corp
California
$938M +$3.25M +0.3% 2.33% – 301 42.19% 2.5
Mid Atlantic Financial Management
1444
Mid Atlantic Financial Management
Pennsylvania
$937M -$23.5M -2% 1.32% 45.6% 785 16.31% 0.7
Reynders McVeigh Capital Management
1445
Reynders McVeigh Capital Management
Massachusetts
$937M +$4.22M +0.5% 0.47% 108% 233 12.45% 3.7
Mission Wealth Management
1446
Mission Wealth Management
California
$936M +$43.9M +5% 1.14% 92.1% 335 9.85% 2.2
Lee, Danner & Bass
1447
Lee, Danner & Bass
Tennessee
$932M -$13.6M -1% 0.11% – 185 7.57% 4.7
D.J. St. Germain
1448
D.J. St. Germain
Massachusetts
$930M +$12.2M +1% 1.15% 65.3% 191 7.85% 3.4
BCM
1449
Barometer Capital Management
Ontario, Canada
$929M +$160M +21% 4.65% 336% 180 58.33% 0.5
Hikari Power
1450
Hikari Power
Japan
$927M -$1.43M -0.2% 0.82% 53.5% 125 15.2% 2.1