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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)
Stoneridge Investment Partners
1526
Stoneridge Investment Partners
Pennsylvania
$674M +$6.38M +1% 1.93% 44.2% 302 45.03% 0.5
Amalgamated Bank
1527
Amalgamated Bank
New York
$672M +$9.24M +1% 1.23% 147% 888 6.98% 0.8
Moody Lynn & Lieberson
1528
Moody Lynn & Lieberson
Massachusetts
$672M -$56.4M -8% 2.98% 142% 227 29.96% 0.8
Knighthead Capital Management
1529
Knighthead Capital Management
New York
$671M -$92.8M -12% 4.08% 74.1% 19 10.53% 1
VBCP
1530
Vollero Beach Capital Partners
New York
$671M -$865M -56% 4.56% 75.8% 88 73.86% 0.4
WealthTrust Fairport
1531
WealthTrust Fairport
Ohio
$670M -$6.2M -0.9% 1.94% 31.4% 427 23.65% 0.8
MUFG Securities EMEA
1532
MUFG Securities EMEA
United Kingdom
$670M -$497M -43% 0.73% 114% 135 42.96% 0.3
ACR Alpine Capital Research
1533
ACR Alpine Capital Research
Missouri
$670M +$16.4M +3% 3.4% 58.1% 27 18.52% 1.1
S&T Bank
1534
S&T Bank
Pennsylvania
$669M +$5.05M +0.8% 1.76% 193% 93 12.9% 1.1
HighTower Trust
1535
HighTower Trust
Texas
$669M -$68.1M -9% 4.3% 90.4% 144 15.28% 1.1
Wood Investment Counsel
1536
Wood Investment Counsel
Colorado
$669M -$3.52M -0.5% 1.01% – 85 9.41% 1
Ithaka Group
1537
Ithaka Group
Virginia
$667M -$22.5M -3% 4.62% 143% 43 9.3% 1.1
Spark Investment Management
1538
Spark Investment Management
New York
$666M -$7.63M -1% 1.56% 459% 815 42.09% 0.5
Beacon Capital Management Inc (Ohio)
1539
Beacon Capital Management Inc (Ohio)
Ohio
$665M +$112M +20% 1.09% 46.4% 232 5.6% 0.7
Deroy & Devereaux Private Investment Counsel
1540
Deroy & Devereaux Private Investment Counsel
Michigan
$663M -$21.3M -3% 1.15% 123% 176 11.93% 1
D.J. St. Germain
1541
D.J. St. Germain
Massachusetts
$663M -$17.3M -3% 2.2% 65.3% 115 6.96% 1.1
3G Capital Partners
1542
3G Capital Partners
New York
$661M -$311M -32% 3.09% 351% 83 69.88% 0.3
Trust Company of Vermont
1543
Trust Company of Vermont
Vermont
$661M +$13.1M +2% 0.76% – 851 12.69% 1
Dixon Mitchell Investment Counsel
1544
Dixon Mitchell Investment Counsel
British Columbia, Canada
$661M -$36.9M -5% 3.26% 67.9% 67 7.46% 1.2
BBR Partners
1545
BBR Partners
New York
$661M +$8.82M +1% 1.38% 63.4% 69 31.88% 0.7
Stock Yards Bank & Trust
1546
Stock Yards Bank & Trust
Kentucky
$660M -$46M -7% 0.43% 82.8% 231 10.39% 1.1
Balasa Dinverno & Foltz
1547
Balasa Dinverno & Foltz
$659M -$212M -24% 0.97% 23.2% 194 14.43% 1
BIM
1548
BRC Investment Management
Colorado
$658M -$37.4M -5% 3.03% 114% 190 66.84% 0.4
SMA
1549
Simply Money Advisors
Ohio
$657M -$843K -0.1% 1.18% 11.5% 26 30.77% 0.8
ARS Investment Partners
1550
ARS Investment Partners
New York
$656M +$10.5M +2% 1.18% 260% 89 16.85% 0.9