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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)
Heard Capital LLC
1451
Heard Capital LLC
Illinois
$1.36B +$40.9M +3% 0.63% 161% 28 14.29% 2.4
JWCA
1452
J.W. Cole Advisors
Florida
$1.36B -$46.5M -3% 3.46% 84.9% 803 14.2% 1.9
MUFG Securities EMEA
1453
MUFG Securities EMEA
United Kingdom
$1.36B -$14.6B -92% 4.86% 114% 136 28.68% 2.1
TA
1454
Trivest Advisors
Hong Kong
$1.36B -$1.55B -53% 5.43% 2,977% 33 60.61% 0.7
GAM Holding
1455
GAM Holding
Switzerland
$1.35B -$94.2M -7% 0.69% 130% 212 24.53% 3.9
Nicholas Hoffman & Company
1456
Nicholas Hoffman & Company
Georgia
$1.35B -$1.2B -47% 3.58% 65.1% 285 7.72% 4.3
Meritage Portfolio Management
1457
Meritage Portfolio Management
Kansas
$1.35B -$58.4M -4% 1.79% 97.4% 362 13.54% 2.8
Summit Financial
1458
Summit Financial
New Jersey
$1.35B -$17.7M -1% 3.88% 81.8% 347 12.39% 1.6
CWA Asset Management Group
1459
CWA Asset Management Group
Florida
$1.35B -$101M -7% 1.46% – 387 16.28% 2.6
Novo Holdings A/S
1460
Novo Holdings A/S
Denmark
$1.35B +$59.1M +5% 1.21% 205% 42 7.14% 2.3
Greenhouse Funds
1461
Greenhouse Funds
Maryland
$1.35B +$70.8M +6% 5.47% 90.7% 49 44.9% 1.2
Osborne Partners Capital Management
1462
Osborne Partners Capital Management
California
$1.35B -$36.2M -3% 2.57% 60.8% 211 10.43% 4.9
GC
1463
Gobi Capital
California
$1.35B -$194M -13% 1.57% 93.7% 10 0% 3.3
Gillson Capital
1464
Gillson Capital
Illinois
$1.35B +$215M +19% 1.13% 84.9% 121 61.16% 0.3
Smith Salley Wealth Management
1465
Smith Salley Wealth Management
North Carolina
$1.35B -$7.62M -0.6% 3.65% 106% 240 10.42% 5
Cobblestone Capital Advisors
1466
Cobblestone Capital Advisors
New York
$1.35B -$68.6M -5% 3.58% 83.3% 281 7.47% 5.8
Obermeyer Wealth Partners
1467
Obermeyer Wealth Partners
Colorado
$1.34B -$46M -3% 2.43% 80.9% 231 14.29% 3.6
Halbert Hargrove Global Advisors
1468
Halbert Hargrove Global Advisors
California
$1.34B -$29.6M -2% 4.17% 68.2% 102 11.76% 2.9
Chai Trust Company
1469
Chai Trust Company
Illinois
$1.34B -$141M -10% 3.16% 12.7% 20 35% 4.3
Nicholas Investment Partners
1470
Nicholas Investment Partners
California
$1.34B -$123M -8% 0.75% 397% 215 24.65% 1.3
Westpac Banking Corp
1471
Westpac Banking Corp
Australia
$1.34B -$80.6M -6% 3.7% 127% 555 18.92% 7.3
Shenkman Capital Management
1472
Shenkman Capital Management
New York
$1.33B +$50.6M +4% 0.2% 3.15% 122 3.28% 1.4
Accredited Investors
1473
Accredited Investors
Minnesota
$1.33B -$70M -5% 5.51% 74% 197 6.09% 4.6
1607 Capital Partners
1474
1607 Capital Partners
Virginia
$1.33B -$62.3M -4% 4.81% 28.5% 153 11.76% 3.7
Spinnaker Trust
1475
Spinnaker Trust
Maine
$1.33B -$48.2M -4% 3.28% 68.2% 273 7.69% 5.5