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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)
TFP
1451
Triple Frond Partners
California
$818M -$144M -15% 12.4% 92.9% 10 0% 3
Cambridge Associates
1452
Cambridge Associates
Massachusetts
$817M +$12.1M +2% 10.5% 50.1% 33 15.15% 2.2
SGCIA
1453
Smith Graham & Co Investment Advisors
Texas
$817M -$240M -23% 19.8% 56.9% 134 2.99% 4.2
Welch Group
1454
Welch Group
Alabama
$816M -$144M -15% 7.33% 73.2% 154 11.04% 3.8
PP
1455
Patten & Patten
Tennessee
$815M -$195M -19% 13.6% 74.1% 239 7.95% 4
RT
1456
Rockland Trust
Massachusetts
$815M -$3.23M -0.4% 9% 61.5% 257 22.18% 2.6
Meag Munich Ergo
1457
Meag Munich Ergo
Germany
$814M -$876M -52% 14.7% 82.8% 421 29.69% 1.6
PCM
1458
Parsons Capital Management
Rhode Island
$813M -$136M -14% 11.8% 84.9% 362 10.22% 4
CIM
1459
Corda Investment Management
Texas
$813M -$29.9M -4% 3.19% 75.4% 66 12.12% 3.6
SFM
1460
Stack Financial Management
Montana
$813M -$107M -12% 6.08% 58.4% 58 25.86% 3.1
PC
1461
Packer & Co
Australia
$812M -$162M -17% 16.9% – 26 7.69% 2.1
GIA
1462
Guyasuta Investment Advisors
Pennsylvania
$811M -$128M -14% 10.3% 99.5% 222 18.47% 3.8
PGEBT
1463
Pactiv General Employee Benefit Trust
Illinois
$810M – – 10.6% 15.7% 19 – 0
APA
1464
American Portfolios Advisors
New York
$809M -$60.6M -7% 11.4% 43.6% 2,650 18.38% 0.8
BC
1465
Boxer Capital
California
$809M -$91.8M -10% 22.7% 262% 30 40% 1
Rubric Capital Management (New York)
1466
Rubric Capital Management (New York)
New York
$808M -$138M -15% 25.1% 251% 73 61.64% 0.5
CB
1467
Chemical Bank
Michigan
$808M -$158M -16% 12.7% 36.5% 374 9.63% 4
Waratah Capital Advisors
1468
Waratah Capital Advisors
Ontario, Canada
$807M -$189M -19% 12.8% 192% 173 64.74% 0.6
MFBTD
1469
MB Financial Bank - Trust Department
Illinois
$807M -$148M -16% 6.94% 23.5% 454 22.03% 3.5
PCM
1470
Portolan Capital Management
Massachusetts
$807M -$207M -20% 20.3% 738% 113 42.48% 1.5
MAFM
1471
Mid Atlantic Financial Management
Pennsylvania
$806M – – 10.9% 45.6% 689 – 0
BFO
1472
Boston Family Office
Massachusetts
$804M -$144M -15% 11.3% 53.4% 272 11.76% 4.3
DeepCurrents Investment Group
1473
DeepCurrents Investment Group
New York
$804M – – 2.26% 13.5% 90 – 0
SI
1474
Sofinnova Investments
California
$803M -$319M -28% 20.8% 450% 78 46.15% 0.4
IHL
1475
Investment House LLC
California
$803M -$134M -14% 13.8% 125% 198 19.19% 4.1