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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)
Bank of Hawaii
1476
Bank of Hawaii
Hawaii
$2B +$107M +6% 8.05% 73.5% 245 10.2% 6.2
Deroy & Devereaux Private Investment Counsel
1477
Deroy & Devereaux Private Investment Counsel
Michigan
$2B +$153M +8% 10.3% 135% 182 12.09% 4.9
GW Henssler & Associates
1478
GW Henssler & Associates
Georgia
$2B +$129M +7% 7.4% 71.7% 250 33.2% 3.3
Strategic Financial Services
1479
Strategic Financial Services
New York
$1.99B +$134M +7% 7.07% 58.7% 146 8.22% 6.1
Soma Equity Partners
1480
Soma Equity Partners
California
$1.99B -$23.9M -1% 9.36% 151% 19 26.32% 2.1
MRG
1481
Milestone Resources Group
British Virgin Islands
$1.99B +$75.8M +4% 1.9% 95% 13 23.08% 4.2
Soleus Capital Management
1482
Soleus Capital Management
Connecticut
$1.99B +$476M +32% 32.6% 508% 113 38.05% 1.2
AE Industrial Partners
1483
AE Industrial Partners
Florida
$1.99B +$226M +13% 46.8% – 4 50% 0.5
Klingman & Associates
1484
Klingman & Associates
New York
$1.98B +$169M +9% 6.98% 64.9% 344 15.99% 3.9
TruWealth Advisors
1485
TruWealth Advisors
Louisiana
$1.98B +$163M +9% 6.67% 56.3% 190 11.58% 2.7
Atairos Group
1486
Atairos Group
Pennsylvania
$1.98B -$48M -2% 1.47% 27.9% 5 0% 3.9
Lombard Odier Asset Management (Europe)
1487
Lombard Odier Asset Management (Europe)
United Kingdom
$1.98B +$551M +39% 9.75% 79.7% 179 43.02% 1.2
Generate Investment Management
1488
Generate Investment Management
New Zealand
$1.97B +$168M +9% 7.96% 153% 102 32.35% 0.9
Fairview Capital Investment Management
1489
Fairview Capital Investment Management
California
$1.97B +$37.5M +2% 4.72% 61.7% 178 7.87% 5.7
Osborne Partners Capital Management
1490
Osborne Partners Capital Management
California
$1.97B +$89M +5% 6.93% 60.8% 216 9.72% 5.7
Bpifrance
1491
Bpifrance
France
$1.97B -$121M -6% 5.09% 53.2% 3 33.33% 5.6
Acropolis Investment Management
1492
Acropolis Investment Management
Missouri
$1.97B +$148M +8% 5.74% 51% 273 12.82% 6
Alerus Financial
1493
Alerus Financial
North Dakota
$1.97B +$577M +42% 8.4% 97.1% 577 19.24% 1.5
Cerity Partners OCIO
1494
Cerity Partners OCIO
New York
$1.96B +$157M +9% 4.94% – 26 3.85% 4
Sun Life Financial
1495
Sun Life Financial
Ontario, Canada
$1.96B +$132M +7% 7.53% 65.7% 38 7.89% 4.2
Southeastern Asset Management
1496
Southeastern Asset Management
Tennessee
$1.96B -$24.4M -1% 2.53% 26.7% 55 21.82% 3.1
Leeward Investments
1497
Leeward Investments
Massachusetts
$1.96B +$78.4M +4% 8.63% 88% 147 7.48% 2.7
AG2R La Mondiale Gestion d'Actifs
1498
AG2R La Mondiale Gestion d'Actifs
France
$1.95B $0 0% 8.08% – 364 0% 0.5
Lowe Brockenbrough & Co
1499
Lowe Brockenbrough & Co
Virginia
$1.94B +$165M +9% 8.1% 78.8% 344 11.63% 6.2
Smith Salley Wealth Management
1500
Smith Salley Wealth Management
North Carolina
$1.94B +$215M +12% 9.5% 106% 272 9.56% 4.9