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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)
Chicago Partners Investment Group
1726
Chicago Partners Investment Group
Illinois
$710M +$12.8M +2% 0.5% 75.8% 341 8.5% 2.7
CGM
1727
Centenus Global Management
New York
$709M -$54.6M -7% 1.56% – 187 72.73% 0.3
Trek Financial
1728
Trek Financial
Arizona
$707M +$127M +22% 1.9% 144% 145 26.9% 0.6
Ithaka Group
1729
Ithaka Group
Virginia
$707M +$47.4M +7% 2.38% 143% 38 7.89% 3.7
Cornercap Investment Counsel
1730
Cornercap Investment Counsel
Georgia
$707M -$51.5M -7% 0.08% 55.4% 493 36.71% 1.2
Corient Capital Partners
1731
Corient Capital Partners
California
$706M +$54.1M +8% 1.76% 39.2% 481 19.96% 1.5
CCM
1732
Cadence Capital Management
Massachusetts
$705M -$295M -29% 0.01% 0.72% 484 29.55% 2.8
CIBC Bank USA
1733
CIBC Bank USA
Illinois
$704M -$10.2M -1% 0.23% 32.3% 289 15.92% 3.5
Goodnow Investment Group
1734
Goodnow Investment Group
Connecticut
$704M -$49M -7% 2.13% 131% 25 20% 2.8
Smith Salley Wealth Management
1735
Smith Salley Wealth Management
North Carolina
$704M +$40.4M +6% 2.17% 106% 200 10.5% 3.4
Taurus Asset Management
1736
Taurus Asset Management
New York
$703M -$30.4M -4% 0.66% 26.9% 91 7.69% 4.7
Nexus Investment Management
1737
Nexus Investment Management
Ontario, Canada
$703M -$18.9M -3% 2.92% 77.5% 67 1.49% 5.1
C
1738
Chescapmanager
Maryland
$703M -$300M -30% 8.24% 202% 42 30.95% 1.4
Howard Capital Management (New York)
1739
Howard Capital Management (New York)
New York
$703M -$30.5M -4% 1.37% 76.8% 101 7.92% 4.9
Donoghue Forlines
1740
Donoghue Forlines
Massachusetts
$703M -$152M -18% 1.1% 199% 199 42.21% 0.3
SigFig Wealth Management
1741
SigFig Wealth Management
California
$702M +$60.5M +9% 0.08% 49.3% 49 14.29% 1.9
Joel Isaacson & Co
1742
Joel Isaacson & Co
New York
$702M +$14.8M +2% 1.97% 72.5% 219 13.7% 4.3
GJL
1743
Gendell Jeffrey L
$701M -$96.8M -12% 4.55% 748% 56 8.93% 3.7
Cyrus Capital Partners
1744
Cyrus Capital Partners
New York
$701M -$139M -17% 2.88% 163% 24 41.67% 1.4
Meiji Yasuda Life Insurance
1745
Meiji Yasuda Life Insurance
Japan
$700M +$16.1M +2% 0.28% 27.5% 335 20.9% 3.2
Standard General
1746
Standard General
New York
$700M -$78.1M -10% 9.17% 259% 6 0% 1.7
Cardan Capital Partners
1747
Cardan Capital Partners
Colorado
$698M +$39.9M +6% 1.05% 64% 191 15.71% 1.6
Campbell Newman Asset Management
1748
Campbell Newman Asset Management
Wisconsin
$697M +$13.1M +2% 2.84% 116% 124 3.23% 3.6
Waverly Advisors
1749
Waverly Advisors
Alabama
$697M +$25.5M +4% 0.19% 67.6% 138 10.87% 3.2
Zions Bancorporation
1750
Zions Bancorporation
Utah
$697M +$13.8M +2% 0.07% 22.9% 1,033 12.39% 1