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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)
CBU
1551
CIBC Bank USA
Illinois
$750M +$27.3M +4% 2.33% 32.3% 281 10.68% 2.6
PC
1552
Passport Capital
California
$750M -$601M -45% 1.51% 40.2% 72 73.61% 0.7
NSIM
1553
North Star Investment Management
Illinois
$748M +$21.1M +3% 2.15% 80.6% 1,150 10.96% 2
DJSG
1554
D.J. St. Germain
Massachusetts
$747M +$29.1M +4% 1.46% 65.3% 154 14.29% 2.6
RMCM
1555
Reynders McVeigh Capital Management
Massachusetts
$747M +$19.1M +3% 5.01% 108% 229 5.68% 2.6
CM
1556
Crestline Management
Texas
$746M +$200M +37% 25.7% 80.2% 190 73.16% 0.2
VWM
1557
Valley Wealth Managers
New Jersey
$746M -$6.9M -0.9% 2.79% 118% 206 40.78% 2.3
Bridges Investment Management
1558
Bridges Investment Management
Nebraska
$746M +$21.4M +3% 2.89% 77.9% 132 6.82% 3.2
IHL
1559
Investment House LLC
California
$744M +$32.6M +5% 5.96% 125% 207 15.94% 2.7
HP
1560
Hikari Power
Japan
$741M +$38.7M +6% 2.3% 53.5% 104 43.27% 1.2
FPC
1561
Falcon Point Capital
California
$741M -$8.78M -1% 4.5% 119% 127 18.9% 1.6
Fund Evaluation Group
1562
Fund Evaluation Group
Ohio
$741M -$20.9M -3% 1.01% 51.6% 23 26.09% 1.9
RW
1563
Rand Wealth
Maryland
$738M -$94.1M -11% 2.02% 40.4% 223 10.31% 3.1
TFA
1564
Transamerica Financial Advisors
Florida
$737M -$98M -12% 1.91% 77.1% 427 14.75% 2.4
AIM
1565
Avity Investment Management
Connecticut
$736M +$23M +3% 4.56% 119% 77 10.39% 2.8
KM
1566
Kylin Management
New York
$736M +$253M +52% 20.2% 126% 9 22.22% 1
Matson Money Inc
1567
Matson Money Inc
Ohio
$735M +$28.1M +4% 0.21% 34.2% 2 0% 1.3
GEM
1568
Global Endowment Management
North Carolina
$735M +$47.4M +7% 6.2% 46.1% 280 26.79% 1.5
SMA
1569
Simply Money Advisors
Ohio
$733M +$18.3M +3% 1.95% 11.5% 33 15.15% 2
Summit Partners Public Asset Management
1570
Summit Partners Public Asset Management
Massachusetts
$733M +$218M +42% 12.1% 1,167% 120 66.67% 0.4
EIA
1571
Edgemoor Investment Advisors
Maryland
$733M +$29.5M +4% 2.09% 109% 140 15.71% 2.6
PPCM
1572
Pillar Pacific Capital Management
California
$732M +$26.3M +4% 4.2% 85% 310 8.39% 2.9
ACP
1573
Ashfield Capital Partners
California
$730M +$9.01M +1% 3.65% 48.8% 260 6.15% 3.1
RMA
1574
Roffman Miller Associates
Pennsylvania
$730M +$23.6M +3% 2.36% 68.9% 67 11.94% 3.3
MLIC
1575
Mandatum Life Insurance Company
Finland
$729M -$38.3M -5% 2.88% 95.9% 188 6.91% 1.3