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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)
Lee, Danner & Bass
1626
Lee, Danner & Bass
Tennessee
$1.06B +$114M +12% 12.7% – 205 7.32% 6.4
Appleton Partners
1627
Appleton Partners
Massachusetts
$1.06B +$56M +6% 7.48% 101% 308 9.42% 5.1
Atalan Capital Partners
1628
Atalan Capital Partners
New York
$1.06B +$146M +16% 15% 319% 13 15.38% 1.1
Full Sail Capital
1629
Full Sail Capital
Oklahoma
$1.05B +$86.5M +9% 7.35% 55.4% 145 11.72% 2.8
Franklin Street Advisors
1630
Franklin Street Advisors
North Carolina
$1.05B +$65.9M +7% 11.6% 130% 159 14.47% 5.6
CSM Advisors
1631
CSM Advisors
Pennsylvania
$1.05B +$135M +15% 9.18% 105% 135 7.41% 1.4
Krilogy Financial
1632
Krilogy Financial
Missouri
$1.05B +$213M +25% 5.99% 79% 399 25.81% 2.6
Cannell & Spears
1633
Cannell & Spears
New York
$1.05B +$35.6M +4% 10.4% 113% 229 18.34% 4.4
Sand Grove Capital Management
1634
Sand Grove Capital Management
United Kingdom
$1.05B +$5.82M +0.6% 16.7% 410% 30 60% 0.3
Legacy Wealth Management (Tennessee)
1635
Legacy Wealth Management (Tennessee)
Tennessee
$1.05B +$82.7M +9% 5.5% 50.4% 20 10% 4.9
QV Investors
1636
QV Investors
Alberta, Canada
$1.04B +$8.31M +0.8% 9.93% 68.3% 74 13.51% 3.2
NAYA Capital Management (UK)
1637
NAYA Capital Management (UK)
United Kingdom
$1.04B +$136M +15% 12.3% 121% 14 28.57% 1.2
First American Bank
1638
First American Bank
Illinois
$1.04B +$85.4M +9% 9.8% 114% 170 9.41% 4.9
Oakworth Capital
1639
Oakworth Capital
Alabama
$1.04B +$138M +15% 6.47% 70% 617 14.59% 5.4
Iridian Asset Management
1640
Iridian Asset Management
Connecticut
$1.04B +$30.7M +3% 13.1% 88.4% 59 20.34% 2.6
HighTower Trust
1641
HighTower Trust
Texas
$1.04B +$128M +14% 16.5% 90.4% 237 13.08% 1.6
Albion Financial Group
1642
Albion Financial Group
Utah
$1.04B +$66.8M +7% 7.61% 79.6% 502 11.55% 2.9
New York Life Insurance Company
1643
New York Life Insurance Company
New York
$1.04B +$73.4M +8% 7.01% 61.5% 8 0% 1.8
Koshinski Asset Management
1644
Koshinski Asset Management
Illinois
$1.03B +$196M +23% 8.63% 76.5% 643 19.91% 2.4
Seeyond
1645
Seeyond
France
$1.03B +$204M +25% 9.89% 21.3% 626 7.35% 3.5
Regal Investment Advisors
1646
Regal Investment Advisors
Michigan
$1.03B +$84.7M +9% 8.09% 64.7% 527 17.65% 1.6
Fortress Investment Group
1647
Fortress Investment Group
New York
$1.03B +$41.4M +4% 21.8% 97.5% 189 31.22% 1.3
Robertson Stephens Wealth Management
1648
Robertson Stephens Wealth Management
California
$1.03B +$68.6M +7% 6.99% 109% 441 25.62% 1.6
Pacific Heights Asset Management
1649
Pacific Heights Asset Management
California
$1.03B +$85M +9% 15.6% 181% 81 4.94% 7.4
Dorsey & Whitney Trust
1650
Dorsey & Whitney Trust
South Dakota
$1.03B +$68.1M +7% 9.14% 86% 599 15.53% 3.8