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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)
JTC Employer Solutions Trustee
1576
JTC Employer Solutions Trustee
Jersey
$1.53B +$36M +2% 4.59% 88.7% 344 6.1% 2.5
Tectonic Advisors
1577
Tectonic Advisors
Texas
$1.53B +$143M +10% 7% 44.9% 317 9.78% 2.2
SCI
1578
S&CO Inc
Massachusetts
$1.53B +$96.8M +7% 6.63% 68.8% 225 6.22% 5.8
Rehmann Capital Advisory Group
1579
Rehmann Capital Advisory Group
Michigan
$1.53B +$134M +10% 6.89% 64.6% 607 7.58% 4
Smith Salley Wealth Management
1580
Smith Salley Wealth Management
North Carolina
$1.53B +$136M +10% 6.31% 106% 246 13.01% 4.9
Aureus Asset Management
1581
Aureus Asset Management
Massachusetts
$1.53B +$97.9M +7% 7.58% 93.9% 223 15.25% 4.1
Rothschild Investment LLC
1582
Rothschild Investment LLC
Illinois
$1.53B +$90.9M +6% 6.79% 99.4% 3,025 11.64% 1.3
Spyglass Capital Management
1583
Spyglass Capital Management
California
$1.52B +$157M +11% 16.4% 154% 27 14.81% 1.7
Garde Capital
1584
Garde Capital
Washington
$1.52B +$81.4M +6% 6.11% 57.6% 278 9.35% 4.4
American Express
1585
American Express
New York
$1.52B -$64.8M -4% 4.38% – 3 0% 0.8
Carronade Capital Management
1586
Carronade Capital Management
Connecticut
$1.52B -$383M -20% 19.9% 215% 39 38.46% 0.6
Avala Global
1587
Avala Global
New York
$1.52B +$145M +11% 8.96% 552% 32 34.38% 0.6
Univest Financial
1588
Univest Financial
Pennsylvania
$1.52B +$1.16B +322% 7.26% 82.6% 283 54.06% 2.1
Two Creeks Capital Management
1589
Two Creeks Capital Management
New York
$1.52B -$91.8M -6% 6.56% 38.8% 18 0% 3.2
Apexium Financial
1590
Apexium Financial
Texas
$1.52B +$117M +8% 5.52% 89.6% 244 10.25% 2.4
Hill City Capital
1591
Hill City Capital
Massachusetts
$1.51B +$123M +9% 9.34% 194% 24 8.33% 1.9
Knights of Columbus Asset Advisors
1592
Knights of Columbus Asset Advisors
Connecticut
$1.51B -$20.9M -1% 10% 137% 448 22.54% 2
Transform Wealth
1593
Transform Wealth
Colorado
$1.51B +$177M +13% 17.9% 48.4% 237 18.99% 3.2
CAS Investment Partners
1594
CAS Investment Partners
Connecticut
$1.51B +$227M +18% 24.5% 527% 5 0% 4.7
Adero Partners
1595
Adero Partners
California
$1.51B +$136M +10% 6.33% 27.7% 248 15.32% 2.2
Patten & Patten
1596
Patten & Patten
Tennessee
$1.51B +$76.6M +5% 6.52% 85.7% 323 7.43% 6.3
Sienna Gestion
1597
Sienna Gestion
France
$1.5B +$376M +33% 6.79% – 209 24.88% 0.3
Lombard Odier Asset Management (USA)
1598
Lombard Odier Asset Management (USA)
New York
$1.5B +$149M +11% 7.24% 96.8% 380 66.58% 0.7
PGP
1599
Prescott General Partners
Florida
$1.5B -$135M -8% 7.51% 76.8% 9 0% 6.5
Casdin Capital
1600
Casdin Capital
New York
$1.5B +$190M +15% 15.2% 370% 38 7.89% 2.8