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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)
SIMG
1601
Sonora Investment Management Group
Arizona
$1.19B +$46.2M +4% 5.23% 78.3% 288 13.19% 1.2
OAM
1602
Ostrum Asset Management
France
$1.19B +$45.2M +4% 6.18% 107% 680 2.5% 0.4
RIA
1603
Regal Investment Advisors
Michigan
$1.19B +$60.5M +5% 5.03% 64.7% 556 16.01% 1.8
WCP
1604
Waterfront Capital Partners
New York
$1.19B -$129M -10% 8.13% 88.3% 50 50% 0.7
MTIM
1605
Marathon Trading Investment Management
Pennsylvania
$1.19B -$177M -13% 6.41% 143% 334 40.42% 1.1
SB
1606
Simmons Bank
Arkansas
$1.19B +$18.7M +2% 6.58% 92.9% 342 7.02% 5.2
SBIA
1607
Sheaff Brock Investment Advisors
Indiana
$1.19B +$100M +9% 10.9% 61.9% 534 12.36% 4.5
NPF
1608
Norris Perne & French
Michigan
$1.19B +$95.7M +9% 8.46% 79.9% 138 9.42% 4.7
P
1609
Pitcairn
Pennsylvania
$1.19B +$98.9M +9% 7.81% 111% 672 13.1% 4.2
AIA
1610
Angeles Investment Advisors
California
$1.19B -$29M -2% 8.63% 71.7% 181 25.97% 0.7
Meridian Wealth Management
1611
Meridian Wealth Management
Kentucky
$1.19B +$39.6M +3% 8.77% 117% 571 9.11% 2.3
APCM
1612
Alaska Permanent Capital Management
Alaska
$1.19B +$95.7M +9% 2.74% 42.8% 55 47.27% 2.7
JB Capital
1613
JB Capital
Connecticut
$1.19B +$89.8M +8% 5.26% 76% 179 12.29% 1.3
PIMG
1614
Patriot Investment Management Group
Tennessee
$1.18B +$48.5M +4% 3.9% 52.9% 245 5.31% 3.2
AP
1615
Appleton Partners
Massachusetts
$1.18B +$60.2M +5% 7.38% 101% 301 6.64% 5.3
TC
1616
Telemus Capital
Michigan
$1.18B +$49.2M +4% 6.95% 27.9% 341 9.68% 4.6
ZB
1617
Zions Bancorporation
Utah
$1.18B +$20.7M +2% 5.58% 22.9% 923 4.88% 4
OCM
1618
Opti Capital Management
New York
$1.18B -$54.2M -4% 0% 0.01% 49 2.04% 0.7
First Merchants Corp
1619
First Merchants Corp
Indiana
$1.18B +$59.6M +5% 7.3% 55.6% 216 5.56% 6.3
CloudAlpha Capital Management
1620
CloudAlpha Capital Management
Hong Kong
$1.18B -$629M -35% 28.8% 2,704% 55 70.91% 0.2
GIM
1621
Goelzer Investment Management
Indiana
$1.18B +$31M +3% 5.62% 97.2% 227 4.85% 5.5
LWMT
1622
Legacy Wealth Management (Tennessee)
Tennessee
$1.18B +$63M +6% 5.11% 46.9% 20 10% 5.3
AF
1623
Alerus Financial
North Dakota
$1.18B +$56.6M +5% 6.27% 97.1% 173 15.61% 3.4
FSA
1624
Franklin Street Advisors
North Carolina
$1.18B +$79.7M +7% 7.3% 130% 166 13.86% 5.5
OC
1625
Oakworth Capital
Alabama
$1.18B +$58.7M +5% 5.56% 64.3% 653 13.63% 5.2