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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)
LCM
1451
Lomas Capital Management
New York
$931M +$179M +24% 15.9% 66.3% 46 58.7% 0.7
MG
1452
Magnolia Group
Nebraska
$931M +$292M +46% 8.22% 9.52% 10 20% 1.1
Wedbush Securities
1453
Wedbush Securities
California
$931M +$148M +19% 13% 114% 980 20% 2.6
Cowen Inc
1454
Cowen Inc
New York
$931M +$27.3M +3% 32.6% 252% 554 74.01% 0.3
WFM Asia
1455
WFM Asia
British Virgin Islands
$928M +$355M +62% 42.5% 89.9% 11 9.09% 1.9
Goldentree Asset Management
1456
Goldentree Asset Management
New York
$926M +$292M +46% 16.2% 27.7% 32 40.63% 0.7
BFO
1457
Boston Family Office
Massachusetts
$925M +$121M +15% 15.6% 53.4% 255 4.71% 4.5
Investment House LLC
1458
Investment House LLC
California
$925M +$123M +15% 16.6% 137% 185 11.89% 4.1
Pembroke Management
1459
Pembroke Management
Quebec, Canada
$925M +$191M +26% 21.1% 105% 69 27.54% 2
Smithfield Trust
1460
Smithfield Trust
Pennsylvania
$923M +$65.7M +8% 8.73% 50% 973 5.96% 3.3
Woodley Farra Manion Portfolio Management
1461
Woodley Farra Manion Portfolio Management
Indiana
$923M +$100M +12% 15.9% 68.1% 81 8.64% 3.5
Pitcairn
1462
Pitcairn
Pennsylvania
$921M +$18.2M +2% 13% 111% 544 25% 2.9
USCA RIA
1463
USCA RIA
Texas
$919M +$168M +22% 12.1% 60.6% 474 21.52% 2.9
Bloom Tree Partners
1464
Bloom Tree Partners
New York
$919M -$312M -25% 13% 20.4% 38 47.37% 1.1
D.J. St. Germain
1465
D.J. St. Germain
Massachusetts
$918M +$75.5M +9% 10.3% 65.3% 186 8.6% 3.2
Valley Wealth Managers
1466
Valley Wealth Managers
New Jersey
$917M +$152M +20% 13.2% 118% 217 31.34% 2
Mid Atlantic Financial Management
1467
Mid Atlantic Financial Management
Pennsylvania
$917M +$111M +14% 11.3% 45.6% 776 17.65% 0.2
Snowden Capital Advisors
1468
Snowden Capital Advisors
New York
$916M +$146M +19% 13.7% 100% 516 14.34% 1.6
AAM
1469
AO Asset Management
New York
$914M +$178M +24% 23.6% 127% 38 34.21% 1.1
CLA (CliftonLarsonAllen) Wealth Advisors
1470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$914M -$89.9M -9% 8.59% 45.9% 142 28.87% 3.3
Parsons Capital Management
1471
Parsons Capital Management
Rhode Island
$914M +$100M +12% 13.7% 97.4% 350 6% 4.1
Patten & Patten
1472
Patten & Patten
Tennessee
$912M +$96.4M +12% 13.8% 85.7% 230 4.35% 4.1
Ashfield Capital Partners
1473
Ashfield Capital Partners
California
$911M +$144M +19% 15.8% 48.8% 246 5.69% 4.4
SBCM
1474
Schwerin Boyle Capital Management
Massachusetts
$911M +$114M +14% 13.3% 72.3% 62 17.74% 3.9
SGCIA
1475
Smith Graham & Co Investment Advisors
Texas
$910M +$93.9M +11% 16.7% 56.9% 133 3.01% 4.4