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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)
Edge Capital Group
1626
Edge Capital Group
Georgia
$1.25B +$57.6M +5% 6.18% 27.7% 302 18.54% 1.7
BPIH
1627
Broad Peak Investment Holdings
Singapore
$1.25B -$454M -27% 1.89% 52.2% 19 36.84% 1.2
Davidson Investment Advisors
1628
Davidson Investment Advisors
Montana
$1.25B +$70.8M +6% 8.33% 69.5% 105 7.62% 4.1
Next Financial Group
1629
Next Financial Group
Texas
$1.25B +$123M +11% 6.74% 85.4% 2,776 11.92% 1.3
Fukoku Mutual Life Insurance
1630
Fukoku Mutual Life Insurance
Japan
$1.25B +$210M +20% 4.58% 103% 325 6.46% 6
Venture Visionary Partners
1631
Venture Visionary Partners
Ohio
$1.25B +$48.9M +4% 7.54% 95.4% 522 18.39% 0.7
Main Street Research
1632
Main Street Research
Connecticut
$1.25B +$183M +17% 10.3% 232% 157 28.03% 2.7
OCA
1633
OEP Capital Advisors
New York
$1.24B -$55.8M -4% 1.29% 23.2% 2 0% 0.5
STT
1634
Singapore Technologies Telemedia
Singapore
$1.24B -$41.2M -3% 3.21% 173% 1 0% 4.3
Cacti Asset Management
1635
Cacti Asset Management
Georgia
$1.24B +$82.1M +7% 8.35% 171% 81 6.17% 5.7
GHP Investment Advisors
1636
GHP Investment Advisors
Colorado
$1.24B +$89.6M +8% 5.89% 81.4% 305 7.87% 5.4
RI
1637
Redwood Investments
Massachusetts
$1.24B +$102M +9% 9.97% 74.1% 131 9.16% 1.9
WMC
1638
Westwood Management Corporation
Illinois
$1.24B +$108M +10% 11.1% 44.3% 84 9.52% 3.4
Alta Park Capital
1639
Alta Park Capital
California
$1.24B +$270M +28% 7.97% 1,071% 42 50% 1.3
HVM
1640
Harvest Volatility Management
Connecticut
$1.24B +$154M +14% 7.98% 24.3% 124 9.68% 0.5
Ikarian Capital
1641
Ikarian Capital
Texas
$1.24B -$1.73B -58% 1.5% 5,184% 322 44.41% 0.6
Vigilant Capital Management
1642
Vigilant Capital Management
Maine
$1.24B +$112M +10% 7.02% 48.8% 452 24.34% 2.5
Reilly Financial Advisors
1643
Reilly Financial Advisors
California
$1.24B +$103M +9% 6.58% 99% 1,116 17.11% 3.6
SAM
1644
Sectoral Asset Management
Quebec, Canada
$1.24B -$83.1M -6% 3.29% 168% 139 27.34% 1
Smith Salley Wealth Management
1645
Smith Salley Wealth Management
North Carolina
$1.24B +$121M +11% 6.58% 106% 254 11.42% 3.4
Mizuho Securities USA
1646
Mizuho Securities USA
New York
$1.23B +$187M +18% 4.97% 99% 324 64.81% 0.2
Annex Advisory Services
1647
Annex Advisory Services
Wisconsin
$1.23B +$195M +19% 7.01% 85.8% 223 11.21% 2.5
CWA Asset Management Group
1648
CWA Asset Management Group
Florida
$1.23B +$136M +12% 7.27% – 303 21.12% 2
Pure Financial Advisors
1649
Pure Financial Advisors
California
$1.23B +$224M +22% 4.74% 47.2% 200 10% 1.8
BOK Financial Private Wealth
1650
BOK Financial Private Wealth
Colorado
$1.23B +$129M +12% 7.06% 61.8% 233 15.88% 2.2