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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)
NJ State Employees Deferred Compensation Plan
1826
NJ State Employees Deferred Compensation Plan
New Jersey
$487M +$25.2M +5% 7.96% 127% 388 2.58% 2.3
Mizuho Asset Management
1827
Mizuho Asset Management
Japan
$487M +$50.7M +12% 5.77% 41.7% 700 6.71% 2.1
Nine Masts Capital
1828
Nine Masts Capital
Hong Kong
$487M +$97.8M +25% 7.24% 88.1% 106 62.26% 0.2
Kanaly Trust
1829
Kanaly Trust
Texas
$487M +$34M +7% 4.07% 11.6% 957 12.43% 1.4
Braver Wealth Management
1830
Braver Wealth Management
Massachusetts
$486M +$83.1M +21% 4.09% 20.4% 94 37.23% 1.2
Balentine LLC
1831
Balentine LLC
Georgia
$486M -$60.4M -11% 5.35% 59.8% 504 27.38% 0.6
Grandeur Peak Global Advisors
1832
Grandeur Peak Global Advisors
Utah
$485M +$37.4M +8% 2.4% 96% 134 30.6% 1.2
TM
1833
Thrax Management
New York
$485M – – 19.9% – 84 – 0
Smithfield Trust
1834
Smithfield Trust
Pennsylvania
$485M +$15.8M +3% 4.74% 50% 885 15.59% 1.8
Osborn Williams & Donohoe
1835
Osborn Williams & Donohoe
Ohio
$484M +$23.2M +5% 6.26% 23.7% 234 14.96% 2
AR
1836
Argyll Research
Delaware
$484M -$22.7M -4% 0.47% 0.8% 7 14.29% 1.4
SCM
1837
Schneider Capital Management
Pennsylvania
$484M +$6.64M +1% 0.49% 52.5% 90 32.22% 1.6
Turner Investments
1838
Turner Investments
Pennsylvania
$483M -$11M -2% 12.3% 6.36% 311 54.66% 0.7
Matthew 25 Management Corp
1839
Matthew 25 Management Corp
Pennsylvania
$483M -$63.5M -12% 0.89% 141% 21 28.57% 2.2
PWM
1840
Patriot Wealth Management
Texas
$483M +$50.2M +12% 5.46% 24.3% 72 13.89% 1.7
First Interstate Bank
1841
First Interstate Bank
Montana
$482M +$13.1M +3% 4.66% 48.2% 846 12.77% 0.4
Johnson Financial Group Inc (Wisconsin)
1842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$481M +$24.3M +5% 6.32% 58.1% 845 8.4% 1.9
Guardian Capital Advisors (Canada)
1843
Guardian Capital Advisors (Canada)
Ontario, Canada
$481M -$2.83M -0.6% 1.9% 26.1% 180 8.89% 2.1
PFMOSF
1844
Philadelphia Financial Management of San Francisco
California
$481M +$12.2M +3% 2.91% 209% 49 40.82% 0.6
Carroll Financial Associates
1845
Carroll Financial Associates
North Carolina
$480M +$29.3M +7% 5.33% 79.9% 1,246 11.32% 1.4
Stewart & Patten Company
1846
Stewart & Patten Company
California
$480M +$33.3M +7% 8.43% 27.5% 97 10.31% 2.3
Thompson Investment Management
1847
Thompson Investment Management
Wisconsin
$480M +$16.8M +4% 5.94% 100% 176 6.25% 2.1
Petrus Trust Company
1848
Petrus Trust Company
Texas
$480M +$8.48M +2% 3.09% 36.9% 204 55.88% 0.7
Norris Perne & French
1849
Norris Perne & French
Michigan
$478M +$59.6M +14% 6.34% 79.9% 165 18.79% 1.8
CC
1850
ClearArc Capital
Ohio
$477M -$3.9M -0.8% 7.36% 63.4% 458 10.92% 2