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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)
Franklin Street Advisors
1601
Franklin Street Advisors
North Carolina
$1.4B +$48.5M +4% 7.32% 130% 185 15.14% 5.7
Apexium Financial
1602
Apexium Financial
Texas
$1.4B +$81.1M +6% 4.58% 89.6% 236 8.05% 2.3
NBT Bank
1603
NBT Bank
New York
$1.4B +$33M +2% 1.96% 77% 625 7.36% 3.3
Rehmann Capital Advisory Group
1604
Rehmann Capital Advisory Group
Michigan
$1.4B +$54.3M +4% 1.65% 64.6% 594 7.07% 4
Smith Salley Wealth Management
1605
Smith Salley Wealth Management
North Carolina
$1.39B +$105M +8% 4% 106% 231 6.49% 5
M.D. Sass LLC
1606
M.D. Sass LLC
New York
$1.39B +$505M +57% 3.18% 80.1% 38 23.68% 2
Hill City Capital
1607
Hill City Capital
Massachusetts
$1.39B +$34.6M +3% 1.01% 194% 27 29.63% 1.5
Platinum Equity Advisors
1608
Platinum Equity Advisors
California
$1.39B -$337M -20% 18.2% 7.18% 3 0% 3.4
Fairholme Capital Management
1609
Fairholme Capital Management
Florida
$1.39B -$123M -8% 5.14% 36.2% 7 0% 4.1
Tectonic Advisors
1610
Tectonic Advisors
Texas
$1.39B +$76.7M +6% 0.05% 44.9% 312 9.94% 2.1
TIG Advisors LLC
1611
TIG Advisors LLC
New York
$1.39B +$356M +34% 3.57% 379% 84 75% 0.2
BFO
1612
Boston Family Office
Massachusetts
$1.39B -$2.22M -0.2% 1.55% 53.4% 279 10.39% 7.2
Parsifal Capital Management
1613
Parsifal Capital Management
Connecticut
$1.39B -$62.5M -4% 6.87% 154% 24 41.67% 0.7
Norris Perne & French
1614
Norris Perne & French
Michigan
$1.38B -$11.9M -0.9% 0.95% 91.1% 151 7.95% 5
Harvest Fund Management
1615
Harvest Fund Management
China
$1.38B +$268M +24% 10% 327% 781 33.55% 2
Legacy Wealth Management (Tennessee)
1616
Legacy Wealth Management (Tennessee)
Tennessee
$1.38B +$25.2M +2% 1.07% 50.4% 25 8% 5.3
Transcend Capital Advisors
1617
Transcend Capital Advisors
New Jersey
$1.38B +$132M +11% 2.91% 71.6% 618 16.67% 2.2
Mirabella Financial Services
1618
Mirabella Financial Services
United Kingdom
$1.38B -$8.23M -0.6% 1.8% 86.2% 750 78.67% 0.2
BOK Financial Private Wealth
1619
BOK Financial Private Wealth
Colorado
$1.38B +$33.4M +2% 1.96% 61.8% 487 10.06% 2.7
Cumberland Partners
1620
Cumberland Partners
Ontario, Canada
$1.38B -$2.48M -0.2% 3.58% 101% 212 31.6% 2.4
Kinetic Partners Management
1621
Kinetic Partners Management
Florida
$1.37B -$58.8M -4% 3.87% 263% 30 20% 0.7
Avala Global
1622
Avala Global
New York
$1.37B +$4.9M +0.4% 10.8% 552% 30 36.67% 0.6
American Family Investments
1623
American Family Investments
Wisconsin
$1.37B – – 0.72% – 10 – 0
Global Alpha Capital Management
1624
Global Alpha Capital Management
Quebec, Canada
$1.37B +$26.7M +2% 1.03% 80.4% 59 10.17% 3.1
Adero Partners
1625
Adero Partners
California
$1.37B +$50M +4% 0.74% 27.7% 228 14.91% 2.2