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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)
Zweig-DiMenna Associates
1451
Zweig-DiMenna Associates
New York
$921M -$196M -18% 6.92% 561% 222 68.02% 0.8
Rothschild Investment LLC
1452
Rothschild Investment LLC
Illinois
$921M +$37.1M +4% 5.33% 99.4% 443 11.74% 3
Virtus Investment Advisers
1453
Virtus Investment Advisers
Connecticut
$919M -$34.2M -4% 7.83% 172% 538 13.57% 1
LHC
1454
Lodge Hill Capital
New York
$918M -$401M -30% 8.16% 17.9% 50 78% 0.3
SBCM
1455
Schwerin Boyle Capital Management
Massachusetts
$917M +$29.7M +3% 5.48% 72.3% 69 13.04% 3.1
Carroll Financial Associates
1456
Carroll Financial Associates
North Carolina
$914M +$36.5M +4% 5.38% 79.9% 1,358 9.72% 2.5
Rand Wealth
1457
Rand Wealth
Maryland
$914M +$46.9M +5% 5.04% 40.4% 229 5.68% 3.4
Rivulet Capital
1458
Rivulet Capital
New Jersey
$914M +$71.7M +9% 7.56% 27.4% 15 26.67% 1.4
Kiwi Wealth Investments Limited Partnership
1459
Kiwi Wealth Investments Limited Partnership
New Zealand
$914M +$83.4M +10% 8.48% 28.5% 177 42.37% 0.7
Portolan Capital Management
1460
Portolan Capital Management
Massachusetts
$913M +$74.4M +9% 11% 738% 131 26.72% 1.1
DAM
1461
Davis Asset Management
California
$913M +$67.3M +8% 8.7% 97.3% 25 0% 2.8
Trustmark National Bank Trust Department
1462
Trustmark National Bank Trust Department
Mississippi
$912M +$36.9M +4% 3.42% 58.6% 281 9.61% 3
BFO
1463
Boston Family Office
Massachusetts
$911M +$30.5M +3% 5.86% 53.4% 270 8.15% 3.4
Woodley Farra Manion Portfolio Management
1464
Woodley Farra Manion Portfolio Management
Indiana
$911M +$47.8M +6% 6.17% 68.1% 91 13.19% 2.6
Trexquant Investment
1465
Trexquant Investment
Connecticut
$911M +$514M +129% 3.88% 112% 1,403 75.69% 0.2
NS Partners
1466
NS Partners
United Kingdom
$911M +$73M +9% 7.67% 109% 109 11.01% 1.8
First National Trust
1467
First National Trust
Pennsylvania
$909M +$46.8M +5% 6.18% 82.9% 347 10.09% 2.9
Stock Yards Bank & Trust
1468
Stock Yards Bank & Trust
Kentucky
$909M +$56M +7% 7.96% 82.8% 228 8.77% 3.2
AFAM Capital
1469
AFAM Capital
Texas
$908M +$80.6M +10% 6.34% 52.1% 196 5.61% 2.6
RBF Capital
1470
RBF Capital
California
$906M +$116M +15% 9.64% 147% 405 16.3% 2.7
USCA RIA
1471
USCA RIA
Texas
$906M +$133M +17% 5.5% 60.6% 473 24.1% 2.3
Spirit of America Management Corp
1472
Spirit of America Management Corp
New York
$902M -$42.6M -5% 0.46% 113% 369 31.71% 2.7
Relative Value Partners Group
1473
Relative Value Partners Group
$902M +$38.6M +4% 0.11% 8.9% 130 13.85% 1.6
Taikang Asset Management (HK)
1474
Taikang Asset Management (HK)
Hong Kong
$901M – – 7.46% 172% 75 – 0
Mather Group
1475
Mather Group
Illinois
$900M +$77.5M +9% 2.8% 54.1% 40 17.5% 1.9