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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)
Everence Capital Management
1576
Everence Capital Management
Indiana
$1.12B -$185M -14% 12.1% 108% 786 16.92% 3.6
Venturi Wealth Management
1577
Venturi Wealth Management
Texas
$1.12B -$185M -14% 12.5% 101% 363 22.59% 2.2
Legacy Private Trust
1578
Legacy Private Trust
Wisconsin
$1.12B -$171M -13% 13% 71.1% 243 11.52% 5.2
Neville Rodie & Shaw
1579
Neville Rodie & Shaw
New York
$1.12B -$229M -17% 12.9% 125% 269 6.32% 6.4
Trustmark National Bank Trust Department
1580
Trustmark National Bank Trust Department
Mississippi
$1.12B -$143M -11% 8.98% 58.6% 275 12% 5.1
IAIM
1581
International Assets Investment Management
Florida
$1.12B +$562M +101% 19.2% 88.5% 567 31.04% 1.3
Beaumont Financial Advisors
1582
Beaumont Financial Advisors
Massachusetts
$1.11B -$201M -15% 10.7% 93.3% 373 22.79% 3.6
Visionary Wealth Advisors
1583
Visionary Wealth Advisors
Illinois
$1.11B -$129M -10% 11.9% 69.4% 486 19.96% 1.3
Parsons Capital Management
1584
Parsons Capital Management
Rhode Island
$1.11B -$211M -16% 13.4% 84.9% 436 8.72% 5.3
Moody Lynn & Lieberson
1585
Moody Lynn & Lieberson
Massachusetts
$1.11B -$255M -19% 11.6% 142% 251 21.91% 4
Cannell & Spears
1586
Cannell & Spears
New York
$1.11B -$238M -18% 15.5% 113% 230 10.43% 4.4
Banc Funds Company
1587
Banc Funds Company
Illinois
$1.11B -$167M -13% 7.24% 69% 195 8.72% 4.5
Genesis Investment Management
1588
Genesis Investment Management
United Kingdom
$1.11B -$595M -35% 6.62% 47.4% 19 0% 1.7
Sprott Inc
1589
Sprott Inc
Ontario, Canada
$1.1B -$373M -25% 25.8% 203% 152 13.16% 3.1
E Fund Management
1590
E Fund Management
China
$1.1B -$1.95B -64% 11.1% – 359 19.5% 0.8
Stratos Wealth Advisors
1591
Stratos Wealth Advisors
Ohio
$1.1B -$129M -10% 11% 65.7% 567 21.52% 1.6
Sixth Street Partners
1592
Sixth Street Partners
Texas
$1.1B -$147M -12% 17.3% 5.31% 10 10% 1.4
North Star Investment Management
1593
North Star Investment Management
Illinois
$1.1B -$183M -14% 13.8% 80.6% 1,209 5.62% 3.5
QV Investors
1594
QV Investors
Alberta, Canada
$1.1B -$308M -22% 10.6% 68.3% 77 7.79% 2.9
Broad Run Investment Management
1595
Broad Run Investment Management
Virginia
$1.1B -$316M -22% 13.4% 202% 24 8.33% 5.2
ACM
1596
Ashe Capital Management
New Jersey
$1.09B -$337M -24% 21.6% 70.7% 12 16.67% 3.7
BFS
1597
Bard Financial Services
Connecticut
$1.09B -$134M -11% 11.7% 90.1% 315 11.11% 1.3
2Xideas
1598
2Xideas
Switzerland
$1.09B -$323M -23% 18.1% 40.6% 77 9.09% 1.2
CSM Advisors
1599
CSM Advisors
Pennsylvania
$1.09B -$367M -25% 14.1% 105% 129 7.75% 1
Angeles Investment Advisors
1600
Angeles Investment Advisors
California
$1.09B -$355M -25% 8.95% 78.3% 131 24.43% 1.2