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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)
WC
1576
Walthausen & Co
New York
$722M -$319M -31% 17.8% 63.3% 147 14.97% 1.9
Sumitomo Life Insurance
1577
Sumitomo Life Insurance
Japan
$722M -$111M -13% 12.2% 69.6% 261 3.07% 4.2
QOP
1578
Quinn Opportunity Partners
Virginia
$720M +$16.7M +2% 13.6% 77.6% 213 34.74% 1.3
FMLI
1579
Fukoku Mutual Life Insurance
Japan
$719M -$58.6M -8% 8.67% 103% 313 5.43% 4.6
SIC
1580
Sigma Investment Counselors
Michigan
$719M -$86.2M -11% 12.2% 54.9% 157 13.38% 3.7
AIM
1581
Avity Investment Management
Connecticut
$718M -$124M -15% 13.6% 119% 82 14.63% 3.7
Northeast Financial Consultants
1582
Northeast Financial Consultants
Connecticut
$718M +$354M +97% 12.1% 63.8% 215 57.67% 1.7
Parallel Advisors
1583
Parallel Advisors
California
$717M -$87.9M -11% 12.8% 109% 2,459 16.35% 1.5
BCA
1584
Bernzott Capital Advisors
California
$716M -$150M -17% 18.6% 46.6% 45 4.44% 3.7
NFA
1585
Nationwide Fund Advisors
Ohio
$715M -$150M -17% 10.9% 28.3% 6 16.67% 1
MFAM
1586
Motley Fool Asset Management
Virginia
$715M -$107M -13% 15.6% 117% 173 23.12% 1.4
CC
1587
Cipher Capital
New York
$714M +$179M +34% 14% – 719 65.79% 0.4
Valeo Financial Advisors
1588
Valeo Financial Advisors
Indiana
$713M -$27.4M -4% 12.6% 82.7% 1,903 20.28% 1
WIA
1589
Wealthstreet Investment Advisors
Texas
$713M -$97.9M -12% 13.9% 75.8% 362 14.64% 0.9
BC
1590
Broadwood Capital
New York
$713M -$364M -34% 27.3% 110% 10 30% 3.4
TGA
1591
Trilogy Global Advisors
Florida
$712M -$186M -21% 10.3% 42.3% 32 9.38% 2.8
ACM
1592
Aviance Capital Management
Florida
$712M -$308M -30% 6.48% 22% 251 23.9% 1.7
NHAS
1593
Novo Holdings A/S
Denmark
$710M -$549M -44% 38.8% 205% 25 16% 1.3
Iconiq Capital
1594
Iconiq Capital
California
$710M -$240M -25% 17.6% 0.21% 52 11.54% 2.6
AAA
1595
Adams Asset Advisors
Texas
$709M -$214M -23% 21.1% 66.8% 103 18.45% 3.1
GCIA
1596
Gabelli & Co Investment Advisers
New York
$708M -$292M -29% 2.62% 248% 228 52.63% 1.3
SGCA
1597
Steel Grove Capital Advisors
Tennessee
$707M -$8.69M -1% 13% 106% 355 24.79% 2.1
Laird Norton Wetherby Wealth Management
1598
Laird Norton Wetherby Wealth Management
California
$707M -$103M -13% 12.1% – 697 13.34% 3.4
Sowell Financial Services
1599
Sowell Financial Services
Arkansas
$706M +$17.2M +2% 9.99% 85.9% 582 57.73% 0.6
MC
1600
MIG Capital
California
$704M -$45.3M -6% 16.5% 118% 42 38.1% 1.6