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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)
BDF
1526
Balasa Dinverno & Foltz
$943M +$79M +9% 7.53% 23.2% 285 16.84% 3.3
Dixon Mitchell Investment Counsel
1527
Dixon Mitchell Investment Counsel
British Columbia, Canada
$942M +$64.9M +7% 7.02% 67.9% 61 4.92% 5
CIAS
1528
CBIZ Investment Advisory Services
Ohio
$942M – – 5.65% 48.7% 150 – 0
MCM
1529
Maryland Capital Management
Maryland
$942M +$66.3M +8% 9.45% 44.5% 216 25% 3.8
MA
1530
Mutual Advisors
Nebraska
$940M +$183M +24% 6.98% 68.1% 633 20.06% 1.2
ACP
1531
Atalan Capital Partners
New York
$939M +$110M +13% 12.9% 319% 14 14.29% 1.6
FAIM
1532
Financial Advocates Investment Management
Washington
$939M +$63.5M +7% 7.04% 89.9% 547 18.83% 1.4
NDSI
1533
Newman Dignan & Sheerar Inc
Rhode Island
$937M +$724M +341% 13.1% 73.5% 160 10% 4.2
WCM
1534
Windward Capital Management
California
$936M +$100M +12% 9.49% 78.5% 80 3.75% 4.4
WI
1535
WBI Investments
New Jersey
$936M -$117M -11% 5.95% 97.3% 275 56.73% 0.6
Meag Munich Ergo
1536
Meag Munich Ergo
Germany
$936M -$1.01B -52% 8.09% 82.8% 532 3.57% 1.8
Cannell & Spears
1537
Cannell & Spears
New York
$935M +$72.8M +8% 7.62% 113% 197 14.72% 3.5
FCM
1538
FJ Capital Management
Virginia
$935M -$29.1M -3% 10.7% 97.9% 106 37.74% 1.9
CIM
1539
Corda Investment Management
Texas
$932M +$19.2M +2% 2.78% 75.4% 65 7.69% 4
GIA
1540
GHP Investment Advisors
Colorado
$932M +$128M +16% 7.66% 81.4% 308 8.77% 4.6
Brighton Jones LLC
1541
Brighton Jones LLC
Washington
$931M +$74.6M +9% 7.4% 97.9% 330 10% 2.4
MFAM
1542
Motley Fool Asset Management
Virginia
$931M +$71.6M +8% 12.4% 117% 172 12.79% 1.9
SFM
1543
Stack Financial Management
Montana
$929M +$88M +10% 6.49% 58.4% 52 13.46% 3.4
CHCM
1544
Columbus Hill Capital Management
New Jersey
$929M +$130M +16% 15.1% 151% 39 35.9% 1.2
CCT
1545
Country Club Trust
Missouri
$928M +$48.6M +6% 6.94% 74.1% 254 6.69% 3.5
CCM
1546
Cadence Capital Management
Massachusetts
$928M +$223M +32% 4.97% 0.72% 478 25.31% 2.9
HIP
1547
Hengistbury Investment Partners
United Kingdom
$926M +$155M +20% 8.16% 108% 4 0% 2.8
CCM
1548
Compass Capital Management
Minnesota
$925M +$69.9M +8% 6.81% 50.8% 42 7.14% 4.4
Sageworth Trust
1549
Sageworth Trust
Pennsylvania
$923M +$63.6M +7% 7.35% 64.5% 214 29.91% 1.5
SGI
1550
Summit Global Investments
Utah
$922M +$61.9M +7% 4.08% 60.4% 316 31.01% 1.1