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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)
Patten & Patten
1501
Patten & Patten
Tennessee
$914M +$156M +21% 23.7% 85.7% 240 8.33% 4.7
Insight Holdings Group
1502
Insight Holdings Group
New York
$914M +$126M +16% 42.2% 111% 2 0% 1.9
Cornerstone Advisors (Washington)
1503
Cornerstone Advisors (Washington)
Washington
$914M +$190M +26% 20.4% 24.3% 833 23.41% 3.4
Alpha Cubed Investments
1504
Alpha Cubed Investments
California
$914M +$81.9M +10% 17.7% 126% 242 16.94% 3.1
Compass Capital Management
1505
Compass Capital Management
Minnesota
$913M +$140M +18% 18.7% 50.8% 37 2.7% 5.2
Electron Capital Partners
1506
Electron Capital Partners
New York
$913M +$531M +139% 36.4% 333% 38 63.16% 0.4
B. Riley Wealth Management
1507
B. Riley Wealth Management
Tennessee
$911M -$40.3M -4% 19.7% 32.2% 589 40.92% 1.6
SCI
1508
S&CO Inc
Massachusetts
$910M +$162M +22% 19% 68.8% 173 5.2% 4.8
Dixon Mitchell Investment Counsel
1509
Dixon Mitchell Investment Counsel
British Columbia, Canada
$910M +$117M +15% 18% 67.9% 58 8.62% 4.8
Scopia Capital Management
1510
Scopia Capital Management
New York
$909M -$184M -17% 27.9% 58.7% 31 51.61% 1.5
CBIZ Investment Advisory Services
1511
CBIZ Investment Advisory Services
Ohio
$908M +$125M +16% 16.2% 48.7% 115 0% 0.5
Legacy Private Trust
1512
Legacy Private Trust
Wisconsin
$908M +$137M +18% 15.9% 71.1% 224 18.75% 4
Deroy & Devereaux Private Investment Counsel
1513
Deroy & Devereaux Private Investment Counsel
Michigan
$906M +$140M +18% 21.4% 135% 152 13.16% 3.5
ARGA Investment Management
1514
ARGA Investment Management
Connecticut
$905M +$325M +56% 23.1% 78.1% 78 44.87% 1.1
Davidson Investment Advisors
1515
Davidson Investment Advisors
Montana
$905M +$131M +17% 20.2% 79% 102 13.73% 4
Magnus Financial Group
1516
Magnus Financial Group
New York
$902M +$168M +23% 23.3% 78.2% 801 44.69% 0.7
Balasa Dinverno & Foltz
1517
Balasa Dinverno & Foltz
$901M +$107M +13% 22.1% 23.2% 307 41.69% 3.1
AJ Wealth Strategies
1518
AJ Wealth Strategies
New York
$901M +$164M +22% 19.5% 32.2% 223 29.6% 1.2
Focus Financial Network
1519
Focus Financial Network
Minnesota
$900M +$155M +21% 20.2% 106% 427 25.29% 0.9
Strategic Financial Services
1520
Strategic Financial Services
New York
$900M +$152M +20% 15.2% 58.7% 129 10.08% 3.8
Sarissa Capital Management
1521
Sarissa Capital Management
Connecticut
$899M +$115M +15% 29.1% 80% 13 15.38% 2
Antara Capital
1522
Antara Capital
New York
$899M +$282M +46% 45.8% 39.8% 80 65% 0.2
Bragg Financial Advisors
1523
Bragg Financial Advisors
North Carolina
$898M +$154M +21% 19.2% 101% 277 10.83% 4.7
World Asset Management
1524
World Asset Management
Michigan
$898M -$232M -20% 23.2% 85% 1,032 33.04% 5.2
Point72 Hong Kong
1525
Point72 Hong Kong
Hong Kong
$898M +$671M +296% 31% 396% 1,562 70.29% 0.2