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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)
CDH
1451
Charles D. Hyman
$958M -$14.4M -1% 4.32% 36.8% 201 11.94% 3.7
Honeycomb Asset Management
1452
Honeycomb Asset Management
New York
$958M -$596M -38% 8.33% 49% 51 70.59% 0.2
SBCM
1453
Schwerin Boyle Capital Management
Massachusetts
$957M +$46.7M +5% 6.16% 72.3% 57 8.77% 4.1
Rivulet Capital
1454
Rivulet Capital
New Jersey
$957M -$108M -10% 7.76% 27.4% 10 20% 1.5
Relative Value Partners Group
1455
Relative Value Partners Group
$957M +$22M +2% 2.02% 8.9% 173 9.83% 2.2
Investment House LLC
1456
Investment House LLC
California
$955M +$29.9M +3% 4.74% 137% 204 17.16% 4
Leavell Investment Management
1457
Leavell Investment Management
Alabama
$950M +$54.6M +6% 4.63% 84.5% 390 6.92% 4.2
First Mercantile Trust
1458
First Mercantile Trust
Tennessee
$949M +$523M +123% 3.69% 51.2% 922 15.73% 2.6
Pembroke Management
1459
Pembroke Management
Quebec, Canada
$947M +$22.4M +2% 6.88% 105% 66 15.15% 2.1
Sachem Head Capital Management
1460
Sachem Head Capital Management
New York
$947M -$698M -42% 11.2% 172% 14 71.43% 0.3
Lee, Danner & Bass
1461
Lee, Danner & Bass
Tennessee
$946M +$38.2M +4% 3.34% – 180 5% 4.5
Lake Street Advisors Group
1462
Lake Street Advisors Group
New Hampshire
$946M -$7.53M -0.8% 2.62% 16% 249 14.86% 1.1
Neville Rodie & Shaw
1463
Neville Rodie & Shaw
New York
$945M +$1.15M +0.1% 3.58% 125% 260 7.31% 4.5
Beacon Investment Advisory Services
1464
Beacon Investment Advisory Services
New Jersey
$944M +$646K +0.1% 4.21% 95.8% 241 20.75% 1.9
Equitable Trust
1465
Equitable Trust
Tennessee
$942M +$76.4M +9% 5.93% 109% 293 12.63% 0.8
Valley Wealth Managers
1466
Valley Wealth Managers
New Jersey
$942M +$25.2M +3% 3.43% 118% 208 12.02% 2.2
Skye Global Management
1467
Skye Global Management
Florida
$941M +$128M +16% 5.41% 77.8% 65 56.92% 0.5
Comerica Securities
1468
Comerica Securities
Michigan
$941M +$50.3M +6% 3.18% 25.6% 461 19.52% 2.5
Waldron Private Wealth
1469
Waldron Private Wealth
Pennsylvania
$940M +$52.5M +6% 2.69% 68.7% 268 11.94% 2.3
Sand Grove Capital Management
1470
Sand Grove Capital Management
United Kingdom
$940M +$533M +131% 28.1% 410% 19 78.95% 0.2
Ashfield Capital Partners
1471
Ashfield Capital Partners
California
$937M +$25.7M +3% 4.72% 48.8% 249 24.9% 4.6
Welch Group
1472
Welch Group
Alabama
$937M +$28.6M +3% 3.91% 73.2% 150 10% 4.2
Phocas Financial Corp
1473
Phocas Financial Corp
California
$935M -$60M -6% 3.71% – 329 35.56% 1.5
Alaska Wealth Advisors
1474
Alaska Wealth Advisors
Alaska
$934M $0 0% 1.74% 44.3% 64 0% 1
Next Financial Group
1475
Next Financial Group
Texas
$934M +$539M +137% 3.41% 85.4% 2,477 33.1% 0.8