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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)
Jefferies Financial Group
1551
Jefferies Financial Group
New York
$670M +$111M +20% 8.09% 135% 2 0% 1.1
Donaldson Capital Management
1552
Donaldson Capital Management
Indiana
$669M +$36.9M +6% 6.9% 77.7% 169 18.93% 1
GIG
1553
Goodnow Investment Group
Connecticut
$669M +$26.8M +4% 7.88% 131% 31 16.13% 1.2
SLCM
1554
Seven Locks Capital Management
New York
$668M -$39.9M -6% 9.49% 49.8% 38 34.21% 0.6
BTP
1555
Bloom Tree Partners
New York
$668M -$94.6M -12% 2.16% 20.4% 41 46.34% 0.5
CEI
1556
Clark Estates Inc
New York
$668M +$40.9M +7% 1.9% 34.5% 129 17.05% 1
DIA
1557
Davidson Investment Advisors
Montana
$667M +$21.9M +3% 5.38% 69.5% 182 8.24% 1.3
Montag & Associates
1558
Montag & Associates
Georgia
$665M +$58.8M +10% 6.58% 82.9% 262 16.41% 1.2
Crestwood Advisors Group
1559
Crestwood Advisors Group
Massachusetts
$664M +$25.7M +4% 6.13% 82.7% 147 16.33% 1.1
RI
1560
Redwood Investments
Massachusetts
$663M -$87.1M -12% 11.1% 74.1% 208 29.33% 0.9
GIM
1561
Goelzer Investment Management
Indiana
$662M +$59.7M +10% 5.39% 97.2% 206 10.68% 1.2
PP
1562
Patten & Patten
Tennessee
$662M +$33M +5% 4.77% 74.1% 217 10.6% 1.3
IP
1563
Interval Partners
New York
$661M +$184M +38% 11.2% 106% 203 69.95% 0.2
CCP
1564
Clarkston Capital Partners
Michigan
$661M +$78.9M +14% 8.08% 8.43% 188 35.11% 0.8
AC
1565
Aisling Capital
New York
$660M +$144M +28% 34.6% 386% 21 23.81% 0.4
Alphabet Inc
1566
Alphabet Inc
California
$660M +$355M +117% 4.22% 327% 7 57.14% 0.4
TCM
1567
Tamarack Capital Management
California
$659M +$208M +46% 22.4% – 42 35.71% 0.5
RC
1568
RGM Capital
Florida
$657M +$83.5M +15% 13.1% 48.6% 22 22.73% 1.1
MCM
1569
Murphy Capital Management
New Jersey
$656M +$14.1M +2% 3.83% 41.6% 380 24.21% 1.2
CWM
1570
Concert Wealth Management
California
$655M -$86.7M -12% 4.37% 28.5% 699 31.62% 1
First Horizon Advisors
1571
First Horizon Advisors
Tennessee
$651M +$11M +2% 4.8% 55.2% 1,688 16.17% 1
Wedbush Securities
1572
Wedbush Securities
California
$651M +$9.04M +1% 6.57% 99.9% 796 23.62% 1
WP
1573
WMS Partners
Maryland
$650M +$11M +2% 4.04% 10.8% 266 31.58% 1.1
BT
1574
Beacon Trust
New Jersey
$650M +$45.9M +8% 4.58% 33% 239 24.69% 1.1
GLRA
1575
Gerald L. Ray & Associates
Texas
$650M +$35.8M +6% 6.82% 38.2% 322 11.49% 1.3