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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)
Lombard Odier Asset Management (Switzerland)
1476
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18B -$2.33M -0.2% 2.06% 135% 357 32.77% 1.2
Oak Associates
1477
Oak Associates
Ohio
$1.18B -$101M -8% 5.6% 152% 140 13.57% 5.2
H&F Corporate Investors VIII
1478
H&F Corporate Investors VIII
California
$1.18B -$513M -30% 20% 33.8% 2 0% 1.4
Chas P. Smith & Associates (CPS)
1479
Chas P. Smith & Associates (CPS)
Florida
$1.18B -$210M -15% 5.32% 64.4% 131 12.98% 5.4
Tokio Marine Asset Management
1480
Tokio Marine Asset Management
Japan
$1.18B +$44.9M +4% 0.25% 129% 539 13.17% 2.9
Carlson Capital Management
1481
Carlson Capital Management
Minnesota
$1.18B +$38.8M +3% 5.56% 9.85% 170 10.59% 4.2
Paradice Investment Management
1482
Paradice Investment Management
Colorado
$1.17B -$135M -10% 10.6% 72.2% 38 5.26% 3.7
Sigma Investment Counselors
1483
Sigma Investment Counselors
Michigan
$1.17B -$54.5M -4% 4.63% 54.9% 186 4.84% 4.9
Jana Partners
1484
Jana Partners
New York
$1.17B +$12M +1% 5.55% 36% 12 41.67% 1.1
Calamos Wealth Management
1485
Calamos Wealth Management
Illinois
$1.17B +$38.9M +3% 2.33% 102% 342 12.87% 3
First Heartland Consultants
1486
First Heartland Consultants
Missouri
$1.17B +$527M +83% 5.66% 59.2% 378 17.2% 3.1
Invenomic Capital Management
1487
Invenomic Capital Management
Massachusetts
$1.16B -$246M -17% 8.85% 6.61% 205 57.07% 0.5
Elite Wealth Management
1488
Elite Wealth Management
Washington
$1.16B +$501M +75% 3.24% 142% 55 16.36% 3.7
Doyle Wealth Management
1489
Doyle Wealth Management
Florida
$1.16B -$75.1M -6% 4.52% 32.3% 214 6.54% 3.9
Bar Harbor Wealth Management
1490
Bar Harbor Wealth Management
New Hampshire
$1.16B -$89.1M -7% 5.16% 85% 266 7.89% 5.8
Stadion Money Management
1491
Stadion Money Management
Georgia
$1.16B -$75.8M -6% 6.35% 55.3% 27 44.44% 3
Focus Financial Network
1492
Focus Financial Network
Minnesota
$1.16B -$52.7M -4% 5.3% 106% 502 10.56% 1.6
Joel Isaacson & Co
1493
Joel Isaacson & Co
New York
$1.16B -$33.3M -3% 5.7% 72.5% 310 7.1% 4.7
Perigon Wealth Management
1494
Perigon Wealth Management
California
$1.16B -$39.7M -3% 5.15% 104% 613 13.87% 2.7
Guyasuta Investment Advisors
1495
Guyasuta Investment Advisors
Pennsylvania
$1.16B -$122M -10% 6.55% 99.5% 260 19.62% 5.3
GenTrust
1496
GenTrust
Florida
$1.16B -$57M -5% 5.72% 53% 152 23.68% 1.5
Eversept Partners
1497
Eversept Partners
New York
$1.15B -$253M -18% 1.89% 321% 89 34.83% 1.1
Deroy & Devereaux Private Investment Counsel
1498
Deroy & Devereaux Private Investment Counsel
Michigan
$1.15B -$57.2M -5% 3.9% 123% 143 7.69% 4.5
SpiderRock Advisors
1499
SpiderRock Advisors
Delaware
$1.15B -$1.6B -58% – – 178 0% 1.9
Nitorum Capital
1500
Nitorum Capital
New York
$1.15B -$209M -15% 4.92% 87.1% 34 20.59% 3