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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)
Elser Financial Planning
1501
Elser Financial Planning
Indiana
$2.31B +$246M +12% 13.7% – 142 19.72% 1
Cambiar Investors
1502
Cambiar Investors
Colorado
$2.3B +$145M +7% 13% 59.2% 155 9.68% 3.5
Smith Salley Wealth Management
1503
Smith Salley Wealth Management
North Carolina
$2.3B +$313M +16% 23.5% 106% 288 11.81% 5.2
Palisade Capital Management
1504
Palisade Capital Management
New Jersey
$2.3B -$707M -24% 20.8% 70.5% 311 10.29% 4.9
Syon Capital
1505
Syon Capital
California
$2.3B +$307M +15% 14.8% 74% 1,020 18.04% 1.5
Bryn Mawr Capital Management
1506
Bryn Mawr Capital Management
Pennsylvania
$2.29B +$234M +11% 13.5% 71.4% 470 9.57% 3.1
Goelzer Investment Management
1507
Goelzer Investment Management
Indiana
$2.29B +$227M +11% 18.5% 97.2% 331 15.41% 5.4
Ares Management
1508
Ares Management
California
$2.29B +$777M +51% 18.7% 2.02% 45 20% 2.9
ARS Investment Partners
1509
ARS Investment Partners
New York
$2.29B +$365M +19% 43% 260% 202 20.3% 3.8
Alerus Financial
1510
Alerus Financial
North Dakota
$2.29B +$266M +13% 18.1% 97.1% 531 8.66% 2.2
Strategic Financial Services
1511
Strategic Financial Services
New York
$2.28B +$182M +9% 11.5% 58.7% 162 9.26% 6
New South Capital Management
1512
New South Capital Management
Tennessee
$2.28B +$194M +9% 22.1% 106% 54 16.67% 8
Darlington Partners Capital Management
1513
Darlington Partners Capital Management
California
$2.27B +$39.5M +2% 4.11% 18.1% 10 0% 2.6
Reynders McVeigh Capital Management
1514
Reynders McVeigh Capital Management
Massachusetts
$2.26B +$278M +14% 21.3% 108% 209 12.92% 7.2
TIG Advisors LLC
1515
TIG Advisors LLC
New York
$2.26B +$94M +4% 15.4% 379% 165 69.09% 0.2
Texas Permanent School Fund
1516
Texas Permanent School Fund
Texas
$2.26B -$441M -16% 4.22% 44.6% 21 76.19% 0.5
GW Henssler & Associates
1517
GW Henssler & Associates
Georgia
$2.25B +$125M +6% 6.96% 62.4% 280 21.43% 3.3
Lowe Brockenbrough & Co
1518
Lowe Brockenbrough & Co
Virginia
$2.25B +$241M +12% 14.3% 78.8% 350 8.57% 6.6
Heartland Advisors
1519
Heartland Advisors
Wisconsin
$2.25B +$285M +15% 19.9% 88.6% 255 8.63% 2.8
3EDGE Asset Management
1520
3EDGE Asset Management
Florida
$2.24B +$173M +8% 4.58% 44.1% 101 16.83% 1.7
NXG Investment Management
1521
NXG Investment Management
Texas
$2.23B +$215M +11% 13.6% 136% 80 26.25% 3.2
Garde Capital
1522
Garde Capital
Washington
$2.23B +$562M +34% 11% 57.6% 250 22.4% 4.5
Meridiem Capital Partners
1523
Meridiem Capital Partners
Texas
$2.23B +$697M +45% 37.1% – 121 76.86% 0.2
American Capital Management
1524
American Capital Management
New York
$2.23B +$368M +20% 32.5% 96.7% 82 10.98% 5.3
Sound Income Strategies
1525
Sound Income Strategies
Florida
$2.23B +$158M +8% 8.3% 31.4% 2,595 81.7% 4.4