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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)
SCI
1576
S&CO Inc
Massachusetts
$831M +$36.4M +5% 2.72% 68.8% 207 7.73% 3.1
Amica Mutual Insurance
1577
Amica Mutual Insurance
Rhode Island
$831M +$30.5M +4% 2.74% 80.4% 365 9.32% 2.8
Bar Harbor Wealth Management
1578
Bar Harbor Wealth Management
New Hampshire
$830M +$13.3M +2% 2.05% 85% 323 8.67% 3.5
Allianz Investment Management US
1579
Allianz Investment Management US
Minnesota
$829M +$297M +56% 2.3% 7.58% 7 57.14% 0.7
Shenkman Capital Management
1580
Shenkman Capital Management
New York
$828M -$107M -11% 0.18% 3.15% 86 0% 1.4
HLC
1581
Hunt Lane Capital
New York
$827M -$181M -18% 6.67% 3.59% 18 33.33% 1
CA
1582
Cornerstone Advisors
North Carolina
$827M -$14.2M -2% 3.54% 108% 221 20.36% 1.5
Lone Star Global Acquisitions
1583
Lone Star Global Acquisitions
Bermuda
$827M +$75.4M +10% 10.5% 380% 2 0% 1.4
Financial Advocates Investment Management
1584
Financial Advocates Investment Management
Washington
$826M +$56.6M +7% 2.83% 89.9% 516 12.21% 0.4
Comerica Securities
1585
Comerica Securities
Michigan
$825M +$27.8M +3% 1.55% 25.6% 419 8.59% 2.1
Cantor Fitzgerald Investment Advisors
1586
Cantor Fitzgerald Investment Advisors
New York
$825M -$14M -2% 0.05% 73.4% 60 11.67% 0.9
Woodford Investment Management
1587
Woodford Investment Management
United Kingdom
$825M -$300M -27% 22.3% 27.1% 10 40% 1.2
Perpetual Ltd
1588
Perpetual Ltd
Australia
$822M +$87.8M +12% 3.97% 104% 186 23.12% 1.6
Cooper Investors
1589
Cooper Investors
Australia
$821M -$22.1M -3% 1.54% 57.5% 37 13.51% 1.9
Park Presidio Capital
1590
Park Presidio Capital
California
$820M +$42.6M +5% 3.95% 94.1% 19 31.58% 0.9
Argent Trust Co
1591
Argent Trust Co
Tennessee
$820M +$471M +135% 2.39% 86.2% 441 36.28% 1.5
Cevian Capital II
1592
Cevian Capital II
Jersey
$820M +$123M +18% 1.34% 105% 2 50% 0.1
TAM
1593
THB Asset Management
Connecticut
$820M +$54.1M +7% 10.9% 104% 171 5.85% 2.2
Valley Wealth Managers
1594
Valley Wealth Managers
New Jersey
$819M -$3.06M -0.4% 1.83% 118% 126 9.52% 2.9
Roffman Miller Associates
1595
Roffman Miller Associates
Pennsylvania
$818M +$29.5M +4% 3.98% 83.5% 63 0% 4.2
Country Club Trust
1596
Country Club Trust
Missouri
$816M -$637K -0.1% 1.64% 74.1% 276 17.39% 2.5
Sumitomo Life Insurance
1597
Sumitomo Life Insurance
Japan
$815M +$58.9M +8% 4.09% 69.6% 260 4.62% 3.8
Acorns Advisers
1598
Acorns Advisers
California
$815M -$32.8M -4% 1.9% 49.7% 8 12.5% 1.2
Hillsdale Investment Management
1599
Hillsdale Investment Management
Ontario, Canada
$815M +$97M +14% 12.5% 271% 582 36.25% 1.5
Bank of the West
1600
Bank of the West
California
$815M +$15.7M +2% 1.98% 35.4% 308 6.82% 3.3