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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)
Executive Wealth Management
1776
Executive Wealth Management
Michigan
$707M +$147M +26% 3.32% 18.4% 972 15.02% 0.4
BCM
1777
Bluefin Capital Management
New York
$706M +$14.5M +2% 3.68% – 539 66.79% 0.6
Hengistbury Investment Partners
1778
Hengistbury Investment Partners
United Kingdom
$705M -$28.2M -4% 11% 108% 5 20% 2.3
Cape Cod Five Cents Savings Bank
1779
Cape Cod Five Cents Savings Bank
Massachusetts
$704M +$29.8M +4% 3.34% – 179 5.59% 4.5
Nottingham Advisors
1780
Nottingham Advisors
New York
$701M +$12.8M +2% 2.52% 44.3% 112 9.82% 2.8
Alexandria Capital
1781
Alexandria Capital
Virginia
$701M +$11.4M +2% 3.5% 66.8% 264 6.06% 3.4
First Midwest Bank Trust Division
1782
First Midwest Bank Trust Division
Illinois
$701M -$34.2M -5% 2.68% 107% 398 10.55% 3.6
Formula Growth
1783
Formula Growth
Quebec, Canada
$700M -$8.04M -1% 1.14% 118% 164 20.12% 1.7
CapWealth Advisors
1784
CapWealth Advisors
Tennessee
$699M +$47.3M +7% 2.83% 152% 112 11.61% 3.8
Highland Associates
1785
Highland Associates
Alabama
$699M -$5.06M -0.7% 2.88% – 14 78.57% 0.3
Nine Masts Capital
1786
Nine Masts Capital
Hong Kong
$698M +$377M +118% 1.9% 88.1% 238 67.65% 0.3
Abner Herrman & Brock
1787
Abner Herrman & Brock
New Jersey
$697M +$49M +8% 6.37% 156% 141 14.18% 3.4
Chicago Partners Investment Group
1788
Chicago Partners Investment Group
Illinois
$697M +$21.5M +3% 2.36% 75.8% 335 11.04% 2.6
Periscope Capital
1789
Periscope Capital
Ontario, Canada
$697M +$117M +20% 1.24% 28.8% 237 38.4% 0.5
MPAM
1790
Monarch Partners Asset Management
Massachusetts
$697M +$34M +5% 6.57% 136% 200 32% 1
ORIX Corp
1791
ORIX Corp
Japan
$697M +$90.5M +15% 14.9% 11.7% 1 0% 1.5
Dean Investment Associates
1792
Dean Investment Associates
Ohio
$696M +$8.32M +1% 1.97% 63.5% 228 16.23% 2.5
Godsey & Gibb Inc
1793
Godsey & Gibb Inc
Virginia
$694M +$35.1M +5% 3.88% 87.5% 95 21.05% 2.9
Independent Advisor Alliance
1794
Independent Advisor Alliance
North Carolina
$691M -$20.1M -3% 4.86% 135% 497 24.55% 1.3
Makaira Partners
1795
Makaira Partners
California
$691M -$166M -19% 9.08% 22% 10 10% 2.6
Fidelity National Financial
1796
Fidelity National Financial
Florida
$690M +$56.8M +9% 7.23% 2.54% 31 35.48% 1.7
Altium Wealth Management
1797
Altium Wealth Management
New York
$690M +$62.7M +10% 3.06% 24.9% 306 14.71% 1
Eagle Ridge Investment Management
1798
Eagle Ridge Investment Management
Connecticut
$689M +$8.55M +1% 2.94% 28.2% 168 11.9% 2.8
TFG Asset Management
1799
TFG Asset Management
Cayman Islands
$689M -$115M -14% 0.93% 72.1% 62 30.65% 0.9
IHT Wealth Management
1800
IHT Wealth Management
Illinois
$689M +$88.5M +15% 2.68% 74.8% 575 15.13% 1.5