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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)
Alaska Permanent Capital Management
1776
Alaska Permanent Capital Management
Alaska
$1.19B +$72.3M +6% 4.34% 42.8% 36 16.67% 4
Robertson Stephens Wealth Management
1777
Robertson Stephens Wealth Management
California
$1.19B +$303M +34% 9.6% 109% 400 27.75% 1.1
Pacific Heights Asset Management
1778
Pacific Heights Asset Management
California
$1.19B +$134M +13% 11.4% 186% 83 4.82% 6.4
AGF Investments LLC
1779
AGF Investments LLC
Ontario, Canada
$1.19B +$175M +17% 9.54% 28.5% 504 27.98% 1.9
Kanawha Capital Management
1780
Kanawha Capital Management
Virginia
$1.18B +$104M +10% 11.8% 74.5% 202 1.98% 5.9
Oak Ridge Investments
1781
Oak Ridge Investments
Illinois
$1.18B +$48.8M +4% 12% 223% 188 19.15% 3.1
Private Wealth Partners
1782
Private Wealth Partners
California
$1.18B +$107M +10% 12.8% 132% 88 17.05% 4.9
Goodnow Investment Group
1783
Goodnow Investment Group
Connecticut
$1.18B -$17.5M -1% 3.29% 131% 22 9.09% 3.5
Amica Mutual Insurance
1784
Amica Mutual Insurance
Rhode Island
$1.18B +$225M +23% 10% 80.4% 108 9.26% 4.3
Money Concepts Capital
1785
Money Concepts Capital
Florida
$1.18B – – 7.5% 74.5% 746 – 0.8
PIMG
1786
Patriot Investment Management Group
Tennessee
$1.18B +$72.3M +7% 5.38% 52.9% 254 5.91% 1.9
Atlantic Union Bankshares
1787
Atlantic Union Bankshares
Virginia
$1.18B +$117M +11% 12% 78.9% 274 8.76% 3.4
Bar Harbor Wealth Management
1788
Bar Harbor Wealth Management
New Hampshire
$1.18B +$109M +10% 11.2% 85% 255 10.59% 6
Oakworth Capital
1789
Oakworth Capital
Alabama
$1.18B +$141M +14% 9.56% 70% 608 7.89% 4.9
Arete Wealth Advisors
1790
Arete Wealth Advisors
Illinois
$1.17B +$266M +29% 7.25% 85.3% 536 29.48% 1.9
Dorsey Asset Management
1791
Dorsey Asset Management
Illinois
$1.17B +$26.5M +2% 7.62% 122% 10 10% 2.2
Quest Investment Management
1792
Quest Investment Management
Oregon
$1.17B +$81.3M +7% 10.1% 105% 99 8.08% 4.5
Blackhill Capital
1793
Blackhill Capital
New Jersey
$1.17B +$14.6M +1% 3% 212% 56 3.57% 7.2
Lee, Danner & Bass
1794
Lee, Danner & Bass
Tennessee
$1.17B +$84.1M +8% 8.08% – 208 5.29% 5.6
Desjardins Global Asset Management
1795
Desjardins Global Asset Management
Quebec, Canada
$1.17B – – 12.2% – 461 – 0
3EDGE Asset Management
1796
3EDGE Asset Management
Florida
$1.17B -$100M -8% 1.99% 47.9% 50 36% 1.1
Meristem Family Wealth
1797
Meristem Family Wealth
Minnesota
$1.17B +$130M +13% 10.8% 67.7% 441 17.69% 2.2
Klingman & Associates
1798
Klingman & Associates
New York
$1.16B +$93.4M +9% 7.3% 64.9% 184 7.07% 3.2
GPCM
1799
Greenbrier Partners Capital Management
Texas
$1.16B +$69.1M +6% 9.23% 96.1% 16 6.25% 6.7
Stack Financial Management
1800
Stack Financial Management
Montana
$1.16B +$111M +11% 11.8% 70% 50 8% 4.2