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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)
CDH
1601
Charles D. Hyman
$606M +$34.9M +6% 6.29% 36.8% 147 1.36% 2.2
Berkshire Asset Management
1602
Berkshire Asset Management
Pennsylvania
$605M +$44.1M +8% 7.24% 70.4% 161 9.94% 1.9
Tributary Capital Management
1603
Tributary Capital Management
Nebraska
$605M +$4.36M +0.7% 6.36% 82.3% 200 13.5% 1.5
Glovista Investments
1604
Glovista Investments
New Jersey
$603M -$88.5M -13% 3.14% 2.48% 90 47.78% 1.1
SRCM
1605
Sterling Ridge Capital Management
New York
$602M +$449M +292% 11.3% – 110 80.91% 0.2
Zweig Advisers
1606
Zweig Advisers
Connecticut
$602M +$23.7M +4% 6.54% 38% 90 46.67% 1.1
Davidson Investment Advisors
1607
Davidson Investment Advisors
Montana
$601M +$48.6M +9% 7.15% 79% 227 11.89% 1.6
Minneapolis Portfolio Management Group
1608
Minneapolis Portfolio Management Group
Minnesota
$601M +$3.14M +0.5% 4.6% 140% 30 3.33% 1.6
OCBV
1609
Ownership Capital B.V.
Netherlands
$600M +$29.8M +5% 7.35% 62.8% 15 0% 0.3
Alerus Investment Advisors
1610
Alerus Investment Advisors
Minnesota
$599M +$34.4M +6% 5.04% 32.7% 198 14.65% 1.9
Darrell & King
1611
Darrell & King
Virginia
$599M – – 8.14% – 52 – 0
First Midwest Bank Trust Division
1612
First Midwest Bank Trust Division
Illinois
$599M +$24.4M +4% 7.46% 107% 425 16.71% 1.8
Summit Creek Advisors
1613
Summit Creek Advisors
Minnesota
$599M -$17.5M -3% 7.24% 68.8% 54 14.81% 1.7
THSP
1614
Taube Hodson Stonex Partners
United Kingdom
$598M -$4.16M -0.7% 0.09% 8.82% 17 0% 1.3
LT
1615
LJ Trust
Nevada
$597M +$56.3M +10% 10.6% 19.3% 13 0% 1.8
Balasa Dinverno & Foltz
1616
Balasa Dinverno & Foltz
$596M +$29.9M +5% 5.85% 23.2% 212 13.68% 1.7
CLA (CliftonLarsonAllen) Wealth Advisors
1617
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$595M +$62.8M +12% 2.66% 45.9% 122 18.03% 1.3
SCI
1618
S&CO Inc
Massachusetts
$595M +$14.9M +3% 5.47% 68.8% 145 6.21% 2
Ecofin Advisors
1619
Ecofin Advisors
United Kingdom
$595M +$74.7M +14% 15.2% 77% 43 25.58% 1.1
EP Wealth Advisors
1620
EP Wealth Advisors
California
$595M +$70.3M +13% 5.09% – 165 27.88% 1.5
Broadwood Capital
1621
Broadwood Capital
New York
$594M +$85.7M +17% 14.9% 110% 9 22.22% 1.4
P2 Capital Partners
1622
P2 Capital Partners
New York
$593M +$76.3M +15% 20.2% 7.96% 16 18.75% 1.8
Opus Capital Group
1623
Opus Capital Group
Ohio
$592M +$31K +0% 4.47% 49.7% 286 24.48% 1.1
Intermede Investment Partners
1624
Intermede Investment Partners
United Kingdom
$591M – – 7.69% 76.7% 26 – 0
Wellington Shields Capital Management
1625
Wellington Shields Capital Management
New York
$590M +$8.9M +2% 1.19% 137% 350 22% 1.7