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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)
EP Wealth Advisors
1701
EP Wealth Advisors
California
$525M -$9M -2% 6.6% – 151 27.15% 1.4
Capital Analysts LLC
1702
Capital Analysts LLC
Pennsylvania
$523M +$34.2M +7% 5.79% 51.3% 403 20.1% 1.5
WSA
1703
Wall Street Associates
California
$523M -$538M -51% 10.7% 94.4% 381 30.97% 1.1
Moody Lynn & Lieberson
1704
Moody Lynn & Lieberson
Massachusetts
$521M -$107M -17% 2.38% 142% 216 37.96% 1.4
IR
1705
IAT Reinsurance
New York
$521M -$113M -18% 12.6% 60.2% 127 12.6% 0.6
Goodnow Investment Group
1706
Goodnow Investment Group
Connecticut
$521M -$102M -16% 13.1% 131% 35 31.43% 1.4
Ecofin Advisors
1707
Ecofin Advisors
United Kingdom
$520M -$102M -16% 21.4% 77% 45 28.89% 1
Ledyard National Bank
1708
Ledyard National Bank
$520M -$52.2M -9% 7.24% 80.7% 711 8.58% 1.7
Chas P. Smith & Associates (CPS)
1709
Chas P. Smith & Associates (CPS)
Florida
$519M -$50.8M -9% 7.2% 64.4% 108 18.52% 1.6
Taurus Asset Management
1710
Taurus Asset Management
New York
$518M -$32.2M -6% 6.7% 26.9% 97 11.34% 1.9
Lincluden Management
1711
Lincluden Management
Ontario, Canada
$517M -$295M -36% 9% 56.6% 92 19.57% 1.7
Welch Group
1712
Welch Group
Alabama
$517M -$10.8M -2% 4.64% 73.2% 163 23.31% 1.7
Kanawha Capital Management
1713
Kanawha Capital Management
Virginia
$517M -$49M -9% 6.94% 74.5% 164 8.54% 2
Wexford Capital
1714
Wexford Capital
Florida
$517M +$143M +38% 15.1% 128% 117 72.65% 0.3
P2 Capital Partners
1715
P2 Capital Partners
New York
$517M -$113M -18% 22% 7.96% 15 20% 1.6
Sigma Investment Counselors
1716
Sigma Investment Counselors
Michigan
$516M -$22.1M -4% 6.64% 54.9% 116 6.03% 1.9
AIC
1717
AWM Investment Company
New York
$516M -$188M -27% 8.39% 778% 150 33.33% 0.6
First Reserve GP XI
1718
First Reserve GP XI
Connecticut
$516M -$299M -37% 35.9% 26.4% 4 50% 1.8
Corda Investment Management
1719
Corda Investment Management
Texas
$515M -$21.2M -4% 8.36% 85% 59 18.64% 1.7
SeaTown Holdings
1720
SeaTown Holdings
Singapore
$514M -$327M -39% 16.8% 220% 32 46.88% 0.4
Granite Investment Advisors
1721
Granite Investment Advisors
New Hampshire
$513M -$59.4M -10% 8.86% 55.6% 130 10% 1.6
George Kaiser Family Foundation
1722
George Kaiser Family Foundation
Oklahoma
$513M -$125M -20% 6.91% 106% 18 22.22% 1.1
MRCP
1723
Manor Road Capital Partners
New York
$513M +$86.4M +20% 10.6% 78.3% 13 23.08% 1.3
Atwood & Palmer
1724
Atwood & Palmer
Missouri
$512M -$44M -8% 5.09% 90% 476 30.04% 1
Main Management
1725
Main Management
California
$512M -$69.5M -12% 8.69% 64.1% 50 10% 1.6