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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)
WTB
1526
Washington Trust Bank
Washington
$762M +$88.3M +13% 12.1% 80.5% 703 16.07% 3.3
Capital Analysts LLC
1527
Capital Analysts LLC
Pennsylvania
$761M -$116M -13% 10.2% 51.3% 649 20.8% 2.1
CCT
1528
Country Club Trust
Missouri
$761M -$99.1M -12% 11.2% 74.1% 273 16.12% 2.8
BC
1529
Broadfin Capital
New York
$761M +$81M +12% 15.5% 298% 63 41.27% 1.6
PPCM
1530
Pillar Pacific Capital Management
California
$760M -$163M -18% 15% 85% 309 10.68% 4.1
RWA Wealth Partners
1531
RWA Wealth Partners
Massachusetts
$760M -$133M -15% 9.88% 58.4% 250 22% 1.3
BP
1532
BBR Partners
New York
$760M +$67.9M +10% 14.3% 63.4% 144 28.47% 1.4
Giverny Capital
1533
Giverny Capital
Quebec, Canada
$759M -$124M -14% 13% 69.2% 36 2.78% 2.4
LNB
1534
Ledyard National Bank
$758M -$120M -14% 11.4% 69.8% 781 14.98% 3.3
ET
1535
Equitable Trust
Tennessee
$756M -$103M -12% 10.7% 109% 307 22.15% 0.4
CS
1536
Comerica Securities
Michigan
$756M -$96.6M -11% 11.4% 25.6% 465 24.52% 2.4
AB
1537
AT Bancorp
Iowa
$755M -$172M -19% 11.6% 21.8% 239 15.06% 3.3
RMCM
1538
Reynders McVeigh Capital Management
Massachusetts
$754M -$97.5M -11% 10.9% 108% 222 16.67% 3.5
LCM
1539
Lomas Capital Management
New York
$752M +$46.6M +7% 12.4% 66.3% 44 59.09% 0.9
BHWM
1540
Bar Harbor Wealth Management
New Hampshire
$752M -$129M -15% 11.2% 79.2% 317 15.46% 4.1
Sageworth Trust
1541
Sageworth Trust
Pennsylvania
$752M +$13.5M +2% 13% 64.5% 231 46.32% 0.9
UR
1542
USCA RIA
Texas
$752M -$230M -23% 11.2% 60.6% 497 21.33% 2.8
HSC
1543
Harbor Spring Capital
New York
$751M -$165M -18% 21.5% – 30 33.33% 1.2
DCM
1544
Daruma Capital Management
New York
$751M -$310M -29% 23.2% 55.4% 57 24.56% 1.7
MP
1545
Mangrove Partners
Connecticut
$751M -$836M -53% 22% 185% 59 32.2% 0.7
Mizuho Securities USA
1546
Mizuho Securities USA
New York
$750M -$566M -43% 6.85% 99% 200 69% 0.3
OA
1547
Oxbow Advisors
Texas
$748M -$81M -10% 8.93% 66.3% 325 19.08% 2.2
RIL
1548
Rothschild Investment LLC
Illinois
$747M -$101M -12% 11.6% 99.4% 402 12.94% 3.4
Dixon Mitchell Investment Counsel
1549
Dixon Mitchell Investment Counsel
British Columbia, Canada
$747M -$111M -13% 12.3% 67.9% 66 4.55% 4
UM
1550
Ulysses Management
New York
$747M -$528M -41% 17% 51.8% 64 48.44% 1.3