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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)
Clarius Group LLC
1576
Clarius Group LLC
Washington
$1.11B +$110M +11% 8.77% 92.1% 543 14.18% 2.4
Evensky & Katz
1577
Evensky & Katz
Florida
$1.11B +$264M +31% 8.76% 57.1% 88 7.95% 4.3
P. Schoenfeld Asset Management (PSAM)
1578
P. Schoenfeld Asset Management (PSAM)
New York
$1.11B -$692M -38% 19.2% 367% 326 46.01% 0.9
Atwood & Palmer
1579
Atwood & Palmer
Missouri
$1.11B +$97.6M +10% 10.6% 90% 402 8.21% 4.7
Legacy Private Trust
1580
Legacy Private Trust
Wisconsin
$1.11B +$52.5M +5% 7.44% 71.1% 236 11.86% 5.2
Baldwin Wealth Partners
1581
Baldwin Wealth Partners
Massachusetts
$1.1B +$379M +52% 8.2% 94.5% 845 27.93% 3.5
Elite Wealth Management
1582
Elite Wealth Management
Washington
$1.1B -$61.8M -5% 1.28% 142% 55 16.36% 3.4
H&F Corporate Investors X
1583
H&F Corporate Investors X
California
$1.1B +$139M +14% 14.5% – 1 0% 0.8
Patten & Patten
1584
Patten & Patten
Tennessee
$1.1B +$47.1M +4% 10.3% 85.7% 271 6.27% 6.3
Allianz Investment Management US
1585
Allianz Investment Management US
Minnesota
$1.1B +$28.2M +3% 2.86% 7.58% 26 15.38% 2.2
Community Trust & Investment
1586
Community Trust & Investment
Kentucky
$1.1B +$52.2M +5% 9.17% 123% 128 17.97% 3
Sonora Investment Management Group
1587
Sonora Investment Management Group
Arizona
$1.1B +$320M +41% 7.94% 78.3% 280 29.64% 0.7
Apella Capital
1588
Apella Capital
Connecticut
$1.1B +$238M +28% 7.17% 48.6% 243 16.05% 1.7
Telemus Capital
1589
Telemus Capital
Michigan
$1.1B +$123M +13% 8.63% 27.9% 350 15.71% 4.2
Greenhouse Funds
1590
Greenhouse Funds
Maryland
$1.1B +$220M +25% 12.6% 90.7% 46 34.78% 1.1
Schechter Investment Advisors
1591
Schechter Investment Advisors
Michigan
$1.1B +$80.5M +8% 7.62% 36.1% 1,077 31.85% 0.7
Darlington Partners Capital Management
1592
Darlington Partners Capital Management
California
$1.1B -$112M -9% 5.85% 18.1% 34 47.06% 0.9
Scopia Capital Management
1593
Scopia Capital Management
New York
$1.09B +$1.03M +0.1% 14.6% 58.7% 27 22.22% 1.3
Baystate Wealth Management
1594
Baystate Wealth Management
Massachusetts
$1.09B +$121M +12% 8.38% 14.6% 1,008 11.51% 3.3
Moody Lynn & Lieberson
1595
Moody Lynn & Lieberson
Massachusetts
$1.09B +$56.4M +5% 10.8% 142% 244 23.36% 4.3
Alerus Financial
1596
Alerus Financial
North Dakota
$1.09B +$86.6M +9% 10.8% 97.1% 175 20.57% 3.1
First Merchants Corp
1597
First Merchants Corp
Indiana
$1.09B +$93M +9% 9.23% 55.6% 231 7.79% 5.6
Rothschild Investment LLC
1598
Rothschild Investment LLC
Illinois
$1.09B +$77.9M +8% 9.29% 99.4% 521 12.28% 4.8
SpiderRock Advisors
1599
SpiderRock Advisors
Delaware
$1.09B -$65.5M -6% – – 175 0% 2
Deer Management Company
1600
Deer Management Company
New York
$1.09B -$341M -24% 8.42% 154% 17 0% 0.9