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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)
Ashfield Capital Partners
1626
Ashfield Capital Partners
California
$769M -$8.78M -1% 0.1% 48.8% 255 5.88% 3.7
Convergence Investment Partners
1627
Convergence Investment Partners
Florida
$768M +$22.8M +3% 1.09% 284% 1,093 78.13% 0.4
HMI Capital Management
1628
HMI Capital Management
California
$766M -$98.7M -11% 1.51% 5.95% 9 0% 3
Wedbush Securities
1629
Wedbush Securities
California
$766M -$53.1M -6% 0.75% 114% 937 21.13% 2.4
Alpha Cubed Investments
1630
Alpha Cubed Investments
California
$766M -$245K -0% 0.57% 126% 251 14.34% 2
Avity Investment Management
1631
Avity Investment Management
Connecticut
$766M -$26M -3% 1.41% 119% 82 9.76% 3.1
TAM
1632
THB Asset Management
Connecticut
$766M +$6M +0.8% 3.83% 104% 172 10.47% 2.1
Hollencrest Capital Management
1633
Hollencrest Capital Management
California
$763M -$140K -0% 0.36% 85.6% 353 11.05% 2.6
Spirit of America Management Corp
1634
Spirit of America Management Corp
New York
$761M -$141M -16% 9.31% 113% 271 7.38% 2.9
Essex Investment Management
1635
Essex Investment Management
Massachusetts
$761M +$2.22M +0.3% 5.82% 370% 400 19.5% 1.7
Checchi Capital Advisers
1636
Checchi Capital Advisers
California
$759M +$14.1M +2% 0.43% 68% 432 12.04% 2.9
Courier Capital
1637
Courier Capital
New York
$759M -$20.1M -3% 1.26% 70.8% 311 9.97% 3.1
Skylands Capital
1638
Skylands Capital
Wisconsin
$759M -$17.7M -2% 4.92% 61% 175 20.57% 2.6
Dixon Mitchell Investment Counsel
1639
Dixon Mitchell Investment Counsel
British Columbia, Canada
$757M -$24.8M -3% 2.99% 67.9% 68 4.41% 3.4
Moors & Cabot
1640
Moors & Cabot
Massachusetts
$757M +$1.64M +0.2% 2.11% 124% 617 14.42% 2.4
Rockland Trust
1641
Rockland Trust
Massachusetts
$757M -$20.3M -3% 4.1% 61.5% 224 15.63% 2.6
Sumitomo Life Insurance
1642
Sumitomo Life Insurance
Japan
$756M -$40.6M -5% 0.1% 69.6% 262 4.58% 3.7
Partners Capital Investment Group
1643
Partners Capital Investment Group
Massachusetts
$756M +$137M +22% 1.79% 47.5% 84 10.71% 1.2
Altshuler Shaham
1644
Altshuler Shaham
Israel
$755M +$50.5M +7% 0.27% 108% 231 40.69% 0.2
Old Mission Capital
1645
Old Mission Capital
Illinois
$755M -$805M -52% 0.55% 55.3% 624 78.37% 0.3
InterOcean Capital
1646
InterOcean Capital
Illinois
$753M +$7.51M +1% 2.53% 32.1% 187 20.32% 2.2
Edgemoor Investment Advisors
1647
Edgemoor Investment Advisors
Maryland
$751M -$41.1M -5% 2.11% 109% 147 7.48% 2.8
Lone Star Global Acquisitions
1648
Lone Star Global Acquisitions
Bermuda
$751M -$122M -14% 12.1% 380% 2 0% 1.1
Moneta Group Investment Advisors
1649
Moneta Group Investment Advisors
Missouri
$751M +$89.8M +14% 0.58% 64.3% 749 42.06% 0.8
Nationwide Fund Advisors
1650
Nationwide Fund Advisors
Ohio
$750M +$199M +36% 0.62% 28.3% 6 0% 0.3