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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)
BIM
1501
BRC Investment Management
Colorado
$722M -$14.8M -2% 11.8% 114% 157 65.61% 0.3
Prelude Capital Management
1502
Prelude Capital Management
New York
$722M +$38.9M +6% 7.72% 198% 2,476 47.74% 0.6
Bailard
1503
Bailard
California
$721M +$12.9M +2% 3.15% 105% 268 26.12% 1
Convergence Investment Partners
1504
Convergence Investment Partners
Florida
$720M -$26.9M -4% 4.24% 284% 470 49.36% 0.7
Ardsley Advisory Partners
1505
Ardsley Advisory Partners
Connecticut
$719M +$88.4M +14% 8.17% 555% 285 70.18% 0.3
Qualcomm Inc
1506
Qualcomm Inc
California
$718M -$450M -39% 3.85% – 193 12.44% 1.5
Bellevue Asset Management (Switzerland)
1507
Bellevue Asset Management (Switzerland)
Switzerland
$717M – – 12.1% – 141 – 0
Martin Investment Management
1508
Martin Investment Management
Florida
$717M +$109M +18% 2.81% 44% 50 16% 1.4
Spark Investment Management
1509
Spark Investment Management
New York
$716M +$121M +20% 9.01% 459% 871 40.99% 0.6
Polaris Capital Management
1510
Polaris Capital Management
Massachusetts
$716M +$120M +20% 5.54% 94.4% 106 53.77% 0.2
Essex Investment Management
1511
Essex Investment Management
Massachusetts
$715M +$28M +4% 10.5% 370% 371 25.88% 1.1
SC
1512
SRB Corp
Massachusetts
$714M +$11.2M +2% 3.73% 87.3% 206 29.61% 0.5
Laffer Tengler Investments
1513
Laffer Tengler Investments
Tennessee
$714M +$13.7M +2% 1.74% 96.5% 202 100% 0
Thomas White International
1514
Thomas White International
Illinois
$713M -$15.7M -2% 2.1% 34.9% 400 23.5% 1.2
SBCM
1515
Schwerin Boyle Capital Management
Massachusetts
$712M -$25.5M -3% 1.03% 72.3% 72 18.06% 1.4
Parsons Capital Management
1516
Parsons Capital Management
Rhode Island
$712M -$42.3M -6% 1.03% 84.9% 652 53.53% 0.8
First Allied Asset Management
1517
First Allied Asset Management
California
$712M -$6.47M -0.9% 2.57% – 218 31.65% 0.9
RCM
1518
Ratan Capital Management
Florida
$711M +$362M +103% 23% 616% 9 44.44% 0.8
Mariner Wealth Advisors (Cincinnati)
1519
Mariner Wealth Advisors (Cincinnati)
Ohio
$711M +$20M +3% 2.37% 54.1% 197 12.69% 1.2
Bank of the West
1520
Bank of the West
California
$711M +$25.8M +4% 0.77% 35.4% 303 13.2% 1.3
Donaldson Capital Management
1521
Donaldson Capital Management
Indiana
$710M +$41.3M +6% 0.06% 77.7% 170 19.41% 1.2
SCM
1522
SIR Capital Management
New York
$710M +$234M +49% 6.02% 71.1% 83 62.65% 0.3
Country Club Trust
1523
Country Club Trust
Missouri
$710M -$51M -7% 0.31% 74.1% 232 12.5% 1.4
ECM
1524
EII Capital Management
New York
$709M -$155M -18% 3.74% 46.9% 164 21.34% 1.3
Frontier Investment Management
1525
Frontier Investment Management
Texas
$709M +$118M +20% 2.15% 16.4% 205 29.76% 1.1