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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)
Avoro Capital Advisors
1701
Avoro Capital Advisors
New York
$570M +$120M +27% 57.4% 512% 55 36.36% 0.7
Ally Financial
1702
Ally Financial
Michigan
$570M -$29.1M -5% 3.94% 9.35% 121 27.27% 1.4
Schaper Benz & Wise Investment Counsel
1703
Schaper Benz & Wise Investment Counsel
Wisconsin
$569M +$14M +3% 3.48% 94.2% 103 4.85% 2.8
Kimelman & Baird
1704
Kimelman & Baird
New York
$569M +$21.7M +4% 5.32% – 109 8.26% 2.4
WCM
1705
Wallace Capital Management
Texas
$568M -$35.2M -6% 2.67% 62.3% 64 4.69% 2.1
IAS
1706
INR Advisory Services
Pennsylvania
$568M +$27.1M +5% 3.27% 21.9% 78 6.41% 1.6
Matrix Asset Advisors
1707
Matrix Asset Advisors
New York
$567M +$53.2M +10% 6.34% 84.9% 82 12.2% 2.4
Campbell Newman Asset Management
1708
Campbell Newman Asset Management
Wisconsin
$567M +$17.6M +3% 2.67% 108% 116 23.28% 1.9
Benjamin F. Edwards & Company
1709
Benjamin F. Edwards & Company
Missouri
$566M +$52.5M +10% 2.76% 19.7% 1,204 15.2% 2.1
Greenwich Wealth Management
1710
Greenwich Wealth Management
Connecticut
$565M +$151M +37% 8.25% 198% 221 12.67% 1.8
Nottingham Advisors
1711
Nottingham Advisors
New York
$565M +$23.2M +4% 2.75% 44.3% 111 25.23% 1.6
Coldstream Capital Management
1712
Coldstream Capital Management
Washington
$564M -$187K -0% 4.16% 71% 254 22.44% 1.4
Pier Capital
1713
Pier Capital
Connecticut
$564M +$15.2M +3% 18.9% 223% 155 53.55% 0.6
Reilly Financial Advisors
1714
Reilly Financial Advisors
California
$564M +$18.9M +3% 3.71% 99% 950 20.95% 1.5
Vigilant Capital Management
1715
Vigilant Capital Management
Maine
$564M +$41.1M +8% 3.91% 48.8% 404 30.94% 1.8
HEC
1716
Hudson Executive Capital
New York
$564M +$297M +111% 28.9% 127% 11 18.18% 0.5
North Star Investment Management
1717
North Star Investment Management
Illinois
$563M +$19.1M +4% 6.34% 80.6% 843 8.66% 2
MLM
1718
Mount Lucas Management
Pennsylvania
$562M -$26.8M -5% 4.71% 109% 183 34.97% 0.5
WMC
1719
Westwood Management Corporation
Illinois
$562M +$35.8M +7% 9.28% 44.3% 86 24.42% 1.9
Aristotle Capital Boston
1720
Aristotle Capital Boston
Massachusetts
$561M +$46.4M +9% 7.77% 72.2% 106 8.49% 1.5
Waratah Capital Advisors
1721
Waratah Capital Advisors
Ontario, Canada
$561M +$71.9M +15% 5.3% 192% 142 60.56% 0.4
Smithfield Trust
1722
Smithfield Trust
Pennsylvania
$561M +$27.5M +5% 2.44% 50% 850 8.35% 2.3
RMC
1723
Regis Management Company
California
$561M +$61.2M +12% 3.7% 5.33% 89 17.98% 1.5
Foundation Resource Management
1724
Foundation Resource Management
Arkansas
$560M +$23M +4% 3.97% 84.5% 60 3.33% 3
Ledyard National Bank
1725
Ledyard National Bank
$560M +$5.45M +1% 3.19% 69.8% 634 10.41% 2.4