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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)
MWAC
1526
Mariner Wealth Advisors (Cincinnati)
Ohio
$691M +$67.3M +11% 6.21% 54.1% 192 19.79% 1
IEFM
1527
IQ EQ Fund Management
Ireland
$690M – – 3.32% 109% 64 – 0
SCI
1528
S&CO Inc
Massachusetts
$690M +$36.3M +6% 4.41% 68.8% 150 12.67% 1.2
KCM
1529
Kingstown Capital Management
New York
$689M +$5.14M +0.8% 2.72% 38.6% 18 27.78% 0.8
OCG
1530
Opus Capital Group
Ohio
$689M -$37.9M -5% 9.89% 49.7% 256 23.05% 0.9
STB
1531
S&T Bank
Pennsylvania
$689M +$19.3M +3% 5.91% 193% 91 13.19% 1.3
BAM
1532
Broadmark Asset Management
California
$688M +$443M +180% 4.32% 39.6% 2 50% 1.5
DJSG
1533
D.J. St. Germain
Massachusetts
$687M +$24.3M +4% 3.92% 65.3% 120 13.33% 1.3
EIM
1534
Essex Investment Management
Massachusetts
$687M +$33.2M +5% 11.2% 372% 393 25.7% 1
TCOV
1535
Trust Company of Vermont
Vermont
$686M +$24.6M +4% 4.08% – 872 9.17% 1.2
BOTW
1536
Bank of the West
California
$685M +$96M +16% 3.46% 35.4% 293 15.7% 1.1
SAM
1537
Southpaw Asset Management
Connecticut
$684M +$435M +175% 0% 0.05% 12 16.67% 0.4
PCM
1538
Prelude Capital Management
New York
$683M -$27.6M -4% 9.83% 198% 2,480 50.93% 0.5
LPT
1539
Legacy Private Trust
Wisconsin
$682M +$26.6M +4% 5.68% 71.1% 276 16.3% 1
EIA
1540
Edgemoor Investment Advisors
Maryland
$681M +$109K +0% 4.38% 109% 143 11.89% 1.2
PHS
1541
Pekin Hardy Strauss
Illinois
$680M +$91.4M +16% 2.14% 102% 253 45.85% 0.7
FineMark National Bank & Trust
1542
FineMark National Bank & Trust
Florida
$680M +$54.5M +9% 4.46% 69.8% 1,497 13.56% 1.2
SAM
1543
Sheffield Asset Management
Illinois
$679M -$12.5M -2% 3.78% 24.5% 16 31.25% 0.8
SMA
1544
Simply Money Advisors
Ohio
$675M +$18.8M +3% 1.66% 11.5% 26 19.23% 1
Meiji Yasuda Life Insurance
1545
Meiji Yasuda Life Insurance
Japan
$675M +$19.7M +3% 4.86% 27.5% 419 16.71% 1.2
PC
1546
Pier Capital
Connecticut
$674M +$48.7M +8% 15.4% 223% 166 53.01% 0.5
RMPT
1547
Raytheon Master Pension Trust
Massachusetts
$674M +$327M +94% 3.59% 36.3% 9 55.56% 0.2
ST
1548
Spinnaker Trust
Maine
$673M +$54M +9% 5.08% 68.2% 210 18.57% 1.1
HT
1549
HighTower Trust
Texas
$673M +$3.94M +0.6% 0.97% 90.4% 155 22.58% 1.1
CSC
1550
Cove Street Capital
California
$671M +$29.4M +5% 2.43% 84.2% 117 27.35% 0.8