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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)
6CM
1676
683 Capital Management
New York
$561M -$170M -23% 1.34% 311% 110 46.36% 0.7
LAM
1677
Lapides Asset Management
Connecticut
$561M -$10.5M -2% 4.06% 63% 97 28.87% 1.5
BDF
1678
Balasa Dinverno & Foltz
$560M -$35.4M -6% 0.39% 23.2% 208 19.23% 2
FNFDCM
1679
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$559M -$2.69M -0.5% 0.99% 77.5% 173 4.05% 2.4
RT
1680
Rockland Trust
Massachusetts
$557M -$10.5M -2% 3.32% 61.5% 169 16.57% 1.9
BWP
1681
Baldwin Wealth Partners
Massachusetts
$557M -$57.1M -9% 0.19% 94.5% 541 63.59% 0.8
AC
1682
Alexandria Capital
Virginia
$557M +$159M +40% 0.95% 66.8% 707 15.7% 1.9
JCM
1683
JS Capital Management
New York
$557M +$136M +32% 0.79% 52.4% 56 58.93% 0.8
ZB
1684
Zions Bancorporation
Utah
$556M -$16.4M -3% 1.15% 22.9% 932 11.7% 0.6
EA
1685
Efficient Advisors
Ohio
$556M +$97.4M +21% 1.34% 30.6% 59 28.81% 1.4
TTWM
1686
TCV Trust & Wealth Management
Virginia
$556M -$7.71M -1% 1.75% 69% 169 11.24% 2.3
NP
1687
NS Partners
United Kingdom
$555M -$4.64M -0.8% 1.76% 109% 123 17.89% 0.6
DAM
1688
Davis Asset Management
California
$554M +$36.5M +7% 3.99% 97.3% 24 0% 1.8
MC
1689
Moors & Cabot
Massachusetts
$554M +$7.88M +1% 3.01% 124% 575 19.83% 1.5
MM
1690
Main Management
California
$554M -$8.29M -1% 0.39% 64.1% 54 20.37% 1.9
LCP
1691
LGT Capital Partners
Switzerland
$554M +$110M +25% 3.5% 67.2% 59 20.34% 1
E. Ohman J:or Asset Management
1692
E. Ohman J:or Asset Management
Sweden
$552M -$18.4M -3% 0.29% 110% 543 3.31% 2.4
PAM
1693
Private Asset Management
California
$552M -$448K -0.1% 1.55% 38.2% 147 10.88% 2.2
UR
1694
USCA RIA
Texas
$551M +$88.4M +19% 3.42% 60.6% 416 27.16% 1.6
Bellevue Group
1695
Bellevue Group
Switzerland
$551M – – 10.7% 159% 130 – 0
Bridges Investment Management
1696
Bridges Investment Management
Nebraska
$550M -$9.36M -2% 0.97% 77.9% 134 8.96% 2.3
Coldstream Capital Management
1697
Coldstream Capital Management
Washington
$549M +$88.4M +19% 0.53% 71% 295 40.68% 0.9
ASP
1698
Adams Street Partners
Illinois
$548M -$8.21M -1% 12.9% 399% 25 60% 0.7
IEFM
1699
IQ EQ Fund Management
Ireland
$547M -$35.9M -6% 1.93% 109% 96 13.54% 0.9
CI
1700
Constellation Investments
Ohio
$547M +$12.5M +2% 0.9% – 451 7.76% 2.2