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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)
HAM
1426
Honeycomb Asset Management
New York
$1.04B +$261M +34% 9.07% 49% 41 53.66% 0.3
First Citizens Bank & Trust
1427
First Citizens Bank & Trust
North Carolina
$1.04B +$209M +25% 8.73% 69% 418 24.88% 2.5
ESBC
1428
E.S. Barr & Co
Kentucky
$1.04B +$26.6M +3% 8.64% 73.5% 83 3.61% 4.8
RMCM
1429
Reynders McVeigh Capital Management
Massachusetts
$1.04B +$101M +11% 9.28% 108% 240 11.67% 3.8
MLL
1430
Moody Lynn & Lieberson
Massachusetts
$1.04B +$141M +16% 10.9% 142% 213 17.37% 3.2
UM
1431
Ulysses Management
New York
$1.03B -$44.5M -4% 10.9% 51.8% 59 38.98% 1.4
Valeo Financial Advisors
1432
Valeo Financial Advisors
Indiana
$1.03B +$125M +14% 8.76% 82.7% 1,801 15.77% 1.6
GIA
1433
Guyasuta Investment Advisors
Pennsylvania
$1.03B +$62.6M +6% 5.84% 99.5% 218 11.47% 4.2
DCP
1434
Diameter Capital Partners
New York
$1.03B +$747M +264% 13.3% 378% 28 71.43% 0.4
SBIA
1435
Sheaff Brock Investment Advisors
Indiana
$1.03B +$105M +11% 10.6% 61.9% 510 15.29% 2.7
VF
1436
Virtu Financial
New York
$1.03B -$253M -20% 8.46% 160% 2,102 67.7% 0.3
DIA
1437
Davidson Investment Advisors
Montana
$1.03B +$65.6M +7% 8.79% 69.5% 111 15.32% 4.1
ECG
1438
Edge Capital Group
Georgia
$1.03B +$39.5M +4% 6.96% 27.7% 242 10.74% 0.9
JMG Financial Group
1439
JMG Financial Group
Illinois
$1.03B +$72.2M +8% 7.11% 58.7% 80 12.5% 4.2
SGCIA
1440
Smith Graham & Co Investment Advisors
Texas
$1.03B +$85.9M +9% 12.7% 56.9% 136 5.88% 4.8
ET
1441
Equitable Trust
Tennessee
$1.02B +$74.6M +8% 8.32% 109% 301 12.62% 1.2
DIGDR
1442
Dynamo Internacional Gestao de Recursos
Brazil
$1.02B +$60.2M +6% 15.4% 34.1% 14 28.57% 1.4
CDH
1443
Charles D. Hyman
$1.02B +$64.2M +7% 6.66% 36.8% 209 11.96% 3.7
NRS
1444
Neville Rodie & Shaw
New York
$1.02B +$74.7M +8% 8.88% 125% 254 5.51% 4.8
TC
1445
Trilogy Capital
California
$1.02B +$81M +9% 5.04% 54.1% 127 21.26% 1.3
AB
1446
Aozora Bank
Japan
$1.02B +$93.9M +10% 0.59% 5.45% 4 50% 2.4
BFA
1447
Beaumont Financial Advisors
Massachusetts
$1.02B +$14.3M +1% 6.71% 80.6% 304 17.76% 2.3
LSAG
1448
Lake Street Advisors Group
New Hampshire
$1.02B +$93.7M +10% 7.4% 16% 260 13.46% 1.4
Welch Group
1449
Welch Group
Alabama
$1.02B +$42.7M +4% 4.14% 73.2% 160 11.88% 4.1
Laird Norton Wetherby Wealth Management
1450
Laird Norton Wetherby Wealth Management
California
$1.02B +$57.5M +6% 9.81% – 737 9.63% 3.8