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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)
Evensky & Katz
1726
Evensky & Katz
Florida
$715M +$114M +19% 11.6% 61.1% 115 39.13% 2.2
Blueshift Asset Management
1727
Blueshift Asset Management
New Jersey
$714M +$175M +33% 13.2% 38.8% 1,034 77.47% 0.1
Tensile Capital Management
1728
Tensile Capital Management
California
$713M +$41.3M +6% 19.6% 47.7% 22 13.64% 2.5
Kanawha Capital Management
1729
Kanawha Capital Management
Virginia
$713M +$72.9M +11% 12.2% 74.5% 171 7.6% 4.6
ProVise Management Group
1730
ProVise Management Group
Florida
$712M +$79.8M +13% 11.9% 66.8% 330 16.97% 3.6
Engaged Capital
1731
Engaged Capital
California
$712M +$173M +32% 31.9% 26.2% 16 31.25% 1.8
Silver Point Capital
1732
Silver Point Capital
Connecticut
$711M +$19.8M +3% 0.03% 108% 15 33.33% 0.8
Independent Advisor Alliance
1733
Independent Advisor Alliance
North Carolina
$711M +$146M +26% 13.8% 135% 484 27.07% 1.1
DT Investment Partners
1734
DT Investment Partners
Pennsylvania
$711M +$85.2M +14% 9.37% 64.3% 80 36.25% 3
Oakmont Corp
1735
Oakmont Corp
California
$710M +$74.2M +12% 24.6% 70.2% 18 22.22% 2.3
HPM
1736
H. Partners Management
New York
$710M +$8.03M +1% 21.6% 13.5% 2 0% 5.8
Portfolio Solutions
1737
Portfolio Solutions
Michigan
$709M +$55.8M +9% 11.8% 11.6% 45 26.67% 2.5
CIBC Bank USA
1738
CIBC Bank USA
Illinois
$709M +$91.1M +15% 13.4% 32.3% 271 19.56% 3.5
Formula Growth
1739
Formula Growth
Quebec, Canada
$708M +$101M +17% 16.8% 118% 166 28.92% 1.6
Cetera Investment Advisers
1740
Cetera Investment Advisers
Illinois
$708M +$95.4M +16% 12.4% 73.4% 506 14.43% 1.8
Howard Capital Management (New York)
1741
Howard Capital Management (New York)
New York
$708M +$102M +17% 14.9% 76.8% 114 8.77% 4
Global Endowment Management
1742
Global Endowment Management
North Carolina
$708M +$240M +51% 11.7% 46.1% 226 40.71% 1.7
MainStreet Investment Advisors
1743
MainStreet Investment Advisors
Illinois
$707M +$60M +9% 11.6% 61% 168 44.64% 1.1
Griffin Asset Management
1744
Griffin Asset Management
New York
$707M +$114M +19% 18.9% 88.9% 254 12.2% 2.4
Atwood & Palmer
1745
Atwood & Palmer
Missouri
$706M +$76.8M +12% 13.6% 90% 341 7.33% 3.2
AH Equity Partners III (Parallel)
1746
AH Equity Partners III (Parallel)
California
$705M +$386M +121% 0% 33.1% 2 100% 0
Highland Associates
1747
Highland Associates
Alabama
$704M +$111M +19% 14.1% – 14 85.71% 0.1
Pura Vida Investments
1748
Pura Vida Investments
New York
$703M +$202M +40% 32.4% 38.3% 134 67.91% 0.3
Alphinity Investment Management
1749
Alphinity Investment Management
Australia
$703M +$255M +57% 16.4% 151% 26 19.23% 0.6
Wealthcare Capital Management
1750
Wealthcare Capital Management
Virginia
$702M +$54.6M +8% 8.26% 46.2% 196 2.55% 3.7