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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)
Waterfront Capital Partners
1676
Waterfront Capital Partners
New York
$1.22B +$197M +19% 16.5% 88.3% 51 52.94% 0.8
St. Denis J. Villere & Co
1677
St. Denis J. Villere & Co
Louisiana
$1.21B +$41.5M +4% 10% 32.6% 83 27.71% 4
Albion Financial Group
1678
Albion Financial Group
Utah
$1.21B +$130M +12% 11% 79.6% 514 14.4% 3.7
Westpac Banking Corp
1679
Westpac Banking Corp
Australia
$1.21B -$123M -9% 13.7% 127% 533 19.7% 8
Philosophy Capital Management
1680
Philosophy Capital Management
California
$1.21B +$298M +33% 6.66% 77.5% 43 41.86% 0.8
Telemus Capital
1681
Telemus Capital
Michigan
$1.21B +$131M +12% 11% 27.9% 339 12.68% 4.7
Strategic Blueprint
1682
Strategic Blueprint
Georgia
$1.21B +$126M +12% 9.85% 82.1% 595 17.14% 2
Triasima Portfolio Management
1683
Triasima Portfolio Management
Quebec, Canada
$1.21B +$121M +11% 16% 224% 152 31.58% 1.1
Trust Point Inc
1684
Trust Point Inc
Wisconsin
$1.21B – – 9.2% 82.6% 495 – 0
GeoWealth Management
1685
GeoWealth Management
Illinois
$1.21B +$327M +37% 9.08% 58% 734 41.96% 1.1
GYL Financial Synergies
1686
GYL Financial Synergies
Connecticut
$1.21B +$179M +17% 11.1% 36% 371 13.48% 2
Alaska Permanent Capital Management
1687
Alaska Permanent Capital Management
Alaska
$1.21B +$79M +7% 8.51% 42.8% 54 31.48% 3.6
YCG LLC
1688
YCG LLC
Texas
$1.21B +$125M +12% 12.1% 27% 40 0% 6.4
Yaupon Capital Management
1689
Yaupon Capital Management
New York
$1.21B +$128M +12% 1.32% 122% 146 54.79% 0.6
Rehmann Capital Advisory Group
1690
Rehmann Capital Advisory Group
Michigan
$1.21B +$133M +12% 10.1% 64.6% 579 13.3% 3.7
Sandler Capital Management
1691
Sandler Capital Management
New York
$1.21B +$235M +24% 17.3% 325% 153 58.17% 0.7
Clarius Group LLC
1692
Clarius Group LLC
Washington
$1.21B +$157M +15% 14% 92.1% 496 10.89% 3.3
Fukoku Mutual Life Insurance
1693
Fukoku Mutual Life Insurance
Japan
$1.2B +$110M +10% 11.4% 103% 302 14.9% 6.7
Sandhill Capital Partners
1694
Sandhill Capital Partners
New York
$1.2B +$134M +13% 16% 64.9% 90 7.78% 4.6
Sound Income Strategies
1695
Sound Income Strategies
Florida
$1.2B +$17.4M +1% 6.86% 31.4% 1,423 26.28% 2.6
First American Bank
1696
First American Bank
Illinois
$1.2B +$91.1M +8% 11.3% 114% 173 7.51% 5.3
Lakewood Capital Management
1697
Lakewood Capital Management
New York
$1.19B +$95.7M +9% 12.6% 45.4% 45 22.22% 2.6
Tectonic Advisors
1698
Tectonic Advisors
Texas
$1.19B +$128M +12% 7.64% 44.9% 297 10.44% 1.7
Chai Trust Company
1699
Chai Trust Company
Illinois
$1.19B -$147M -11% 7.94% 12.7% 14 7.14% 4.2
Rothschild Investment LLC
1700
Rothschild Investment LLC
Illinois
$1.19B +$7.16M +0.6% 12% 99.4% 1,460 73.56% 1.6