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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)
YCG LLC
1826
YCG LLC
Texas
$1.06B -$77.6M -7% 8.46% 27% 45 6.67% 4.8
Sarissa Capital Management
1827
Sarissa Capital Management
Connecticut
$1.06B -$97.3M -8% 3.81% 80% 11 0% 2.6
McAdam LLC
1828
McAdam LLC
Pennsylvania
$1.06B +$43.4M +4% 5.08% 65.4% 221 15.38% 2
P2 Capital Partners
1829
P2 Capital Partners
New York
$1.06B -$225M -18% 2.19% 7.96% 23 13.04% 2.5
Phillips Financial Management
1830
Phillips Financial Management
Indiana
$1.06B +$36M +4% 4.34% 45.6% 139 35.25% 3.6
Bayview Asset Management
1831
Bayview Asset Management
Florida
$1.06B +$18.7M +2% 2.04% 55.4% 15 46.67% 1.2
Redwood Investments
1832
Redwood Investments
Massachusetts
$1.06B -$212M -17% 11.8% 74.1% 140 16.43% 2.1
WMC
1833
Westwood Management Corporation
Illinois
$1.06B -$253M -19% 11.9% 44.3% 78 7.69% 4.2
Rehmann Capital Advisory Group
1834
Rehmann Capital Advisory Group
Michigan
$1.05B -$23.1M -2% 3.87% 64.6% 603 17.58% 2.9
Blackhill Capital
1835
Blackhill Capital
New Jersey
$1.05B -$118M -10% 8.37% 212% 55 1.82% 7.3
1900 Wealth Management
1836
1900 Wealth Management
Texas
$1.05B -$54.7M -5% 5.6% 61% 265 19.62% 0.9
Quest Investment Management
1837
Quest Investment Management
Oregon
$1.05B -$119M -10% 6.92% 105% 102 16.67% 4.7
HighTower Trust
1838
HighTower Trust
Texas
$1.05B +$21.8M +2% 5.36% 90.4% 241 13.28% 2.1
FFT Wealth Management
1839
FFT Wealth Management
Pennsylvania
$1.05B -$69.8M -6% 4.81% 65.6% 65 18.46% 1.9
Mill Capital Management
1840
Mill Capital Management
North Carolina
$1.05B +$69.9M +7% 0.14% 119% 139 14.39% 0.2
Provident Investment Management
1841
Provident Investment Management
Michigan
$1.04B -$63.9M -6% 5.7% 90.8% 65 13.85% 3.6
Gratus Capital
1842
Gratus Capital
Georgia
$1.04B -$35.8M -3% 0.72% 51.4% 227 21.59% 3.5
Clearlake Capital Group
1843
Clearlake Capital Group
California
$1.04B -$227M -18% 20.6% 47.3% 8 12.5% 0.8
Essex Financial Services
1844
Essex Financial Services
Connecticut
$1.04B +$30.7M +3% 1.5% 87.7% 535 13.83% 3
Basso Capital Management
1845
Basso Capital Management
Connecticut
$1.04B +$133M +15% 0.07% 85.5% 744 32.39% 0.5
Hemenway Trust Hemenway Trust
1846
Hemenway Trust Hemenway Trust
New Hampshire
$1.04B -$57.3M -5% 5.58% 87.2% 146 11.64% 5.2
Blue Whale Capital
1847
Blue Whale Capital
United Kingdom
$1.04B -$188M -15% 13.5% 409% 21 19.05% 1.1
Cowen and Company
1848
Cowen and Company
New York
$1.04B -$63.6M -6% 4.19% 120% 900 64.22% 0.3
Wintrust Investments
1849
Wintrust Investments
Illinois
$1.04B -$13.5M -1% 2.76% 27.5% 446 15.47% 1.2
Dorsey Asset Management
1850
Dorsey Asset Management
Illinois
$1.04B -$134M -11% 28.8% 122% 11 9.09% 2.2