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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)
Atwood & Palmer
1651
Atwood & Palmer
Missouri
$1.24B +$96.8M +8% 9.37% 90% 445 13.93% 5.2
Clearlake Capital Group
1652
Clearlake Capital Group
California
$1.23B -$48.6M -4% 19.5% 47.3% 7 14.29% 1.9
Checchi Capital Advisers
1653
Checchi Capital Advisers
California
$1.23B +$153M +14% 10.3% 68% 575 11.3% 5.3
Evanson Asset Management
1654
Evanson Asset Management
California
$1.23B +$145M +13% 10.9% 66.6% 306 9.8% 5.1
Cadence Bank
1655
Cadence Bank
Mississippi
$1.23B +$94M +8% 8.72% 70.9% 343 9.33% 2.8
BPIM
1656
Brant Point Investment Management
New York
$1.23B +$164M +15% 13.5% 169% 130 43.08% 2.4
BOK Financial Private Wealth
1657
BOK Financial Private Wealth
Colorado
$1.23B +$87.7M +8% 10.5% 61.8% 550 38.18% 2.1
Sonora Investment Management Group
1658
Sonora Investment Management Group
Arizona
$1.23B +$61.1M +5% 9.35% 78.3% 294 15.65% 1.4
Asset Dedication LLC
1659
Asset Dedication LLC
California
$1.23B +$55M +5% 9.96% 67.8% 1,091 8.34% 2.4
Freedom Investment Management
1660
Freedom Investment Management
Connecticut
$1.23B +$410M +50% 9.77% 68.5% 801 22.85% 3.2
Alerus Financial
1661
Alerus Financial
North Dakota
$1.23B +$96.1M +9% 11.8% 97.1% 167 19.16% 3.6
Hillsdale Investment Management
1662
Hillsdale Investment Management
Ontario, Canada
$1.23B +$133M +12% 17.8% 271% 668 32.04% 1.8
Simmons Bank
1663
Simmons Bank
Arkansas
$1.22B +$96.6M +9% 10% 92.9% 340 9.12% 5.4
City of London Investment Management
1664
City of London Investment Management
United Kingdom
$1.22B +$82.5M +7% 6.78% 102% 114 16.67% 3
Siemens Fonds Invest
1665
Siemens Fonds Invest
Germany
$1.22B +$236M +24% 12.6% 126% 427 16.86% 2
MCF Advisors
1666
MCF Advisors
Kentucky
$1.22B +$115M +10% 8.91% 55.2% 1,003 17.45% 1.4
HoyleCohen
1667
HoyleCohen
California
$1.22B +$145M +13% 12.6% 46.1% 277 8.3% 3.9
Perella Weinberg Partners Capital Management
1668
Perella Weinberg Partners Capital Management
New York
$1.22B +$303M +33% 5.32% 1.52% 30 23.33% 2.6
Neville Rodie & Shaw
1669
Neville Rodie & Shaw
New York
$1.22B +$102M +9% 10.1% 125% 254 7.48% 7.5
Wedmont Private Capital
1670
Wedmont Private Capital
Pennsylvania
$1.22B +$234M +24% 10.1% 87.5% 602 21.76% 1.2
Vivo Capital
1671
Vivo Capital
California
$1.22B +$309M +34% 55.7% 7,491% 57 24.56% 1.9
6CM
1672
683 Capital Management
New York
$1.22B -$65.3M -5% 17.3% 311% 287 56.45% 0.9
Franklin Street Advisors
1673
Franklin Street Advisors
North Carolina
$1.22B +$92.6M +8% 11.4% 130% 164 7.32% 5.8
First Merchants Corp
1674
First Merchants Corp
Indiana
$1.22B +$98.3M +9% 10.7% 55.6% 214 6.07% 6.4
Patten & Patten
1675
Patten & Patten
Tennessee
$1.22B +$79.5M +7% 12.1% 85.7% 295 8.81% 6.5