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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)
Pembroke Management
1626
Pembroke Management
Quebec, Canada
$1.36B +$38M +3% 7.47% 105% 79 22.78% 2.4
Deroy & Devereaux Private Investment Counsel
1627
Deroy & Devereaux Private Investment Counsel
Michigan
$1.36B +$79.3M +6% 6.04% 135% 161 10.56% 3.9
IHT Wealth Management
1628
IHT Wealth Management
Illinois
$1.36B +$128M +10% 8.73% 74.8% 881 17.71% 2.3
Sepio Capital
1629
Sepio Capital
Utah
$1.35B +$141M +12% 8.84% 92% 397 20.91% 1.6
Fukoku Mutual Life Insurance
1630
Fukoku Mutual Life Insurance
Japan
$1.35B +$73.8M +6% 10.8% 103% 332 6.63% 6.6
CWA Asset Management Group
1631
CWA Asset Management Group
Florida
$1.35B +$90M +7% 9.69% – 330 20.61% 2.1
Steelhead Partners
1632
Steelhead Partners
Washington
$1.35B +$18.9M +1% 0% 0.4% 41 7.32% 0.9
Fulton Breakefield Broenniman
1633
Fulton Breakefield Broenniman
Maryland
$1.35B +$183M +16% 10% 76% 192 11.98% 2.8
Reilly Financial Advisors
1634
Reilly Financial Advisors
California
$1.35B +$171M +15% 9.35% 99% 1,237 29.75% 3.2
Everence Capital Management
1635
Everence Capital Management
Indiana
$1.35B +$128M +11% 10.1% 121% 808 15.59% 3.1
Strategic Financial Services
1636
Strategic Financial Services
New York
$1.34B +$77.3M +6% 4.51% 58.7% 136 8.09% 4.6
Western Asset Management Company
1637
Western Asset Management Company
California
$1.34B -$39.9M -3% 0.3% 2.29% 26 7.69% 1.7
McKinley Carter Wealth Services
1638
McKinley Carter Wealth Services
West Virginia
$1.34B +$121M +10% 5.92% 63.2% 299 8.7% 2.9
Abrams Bison Investments
1639
Abrams Bison Investments
Maryland
$1.34B -$3.67M -0.3% 8.8% 170% 14 21.43% 1.8
Apollon Wealth Management
1640
Apollon Wealth Management
South Carolina
$1.34B +$609M +83% 9.79% 96.7% 792 44.82% 0.5
Crestline Management
1641
Crestline Management
Texas
$1.34B +$275M +26% 1.8% 80.2% 297 47.81% 0.3
Parsifal Capital Management
1642
Parsifal Capital Management
Connecticut
$1.34B -$128M -9% 1.44% 154% 18 27.78% 0.8
NorthRock Partners
1643
NorthRock Partners
Minnesota
$1.33B +$112M +9% 9.72% 62.8% 366 31.15% 1.6
Trilogy Capital
1644
Trilogy Capital
California
$1.33B +$19M +1% 5.16% 57.6% 176 19.89% 1.8
HEC
1645
Hudson Executive Capital
New York
$1.33B -$89.1M -6% 5.03% 127% 12 16.67% 1.5
Legacy Private Trust
1646
Legacy Private Trust
Wisconsin
$1.33B +$96.8M +8% 7.32% 71.1% 239 8.37% 4.6
Lingotto Investment Management
1647
Lingotto Investment Management
United Kingdom
$1.33B +$64M +5% 4.98% 362% 20 40% 1.3
Ensemble Capital Management
1648
Ensemble Capital Management
California
$1.33B +$102M +8% 9% 36.2% 31 6.45% 4.7
Discovery Capital Management
1649
Discovery Capital Management
Connecticut
$1.33B -$5.29M -0.4% 5.01% 871% 107 70.09% 0.4
Appleton Partners
1650
Appleton Partners
Massachusetts
$1.33B +$128M +11% 10.4% 110% 313 7.99% 4.3