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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)
Schaper Benz & Wise Investment Counsel
1826
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25B +$98.6M +9% 8.09% 94.2% 152 5.26% 6.2
Goldentree Asset Management
1827
Goldentree Asset Management
New York
$1.25B +$47.2M +4% 10.4% 27.7% 48 50% 1.1
Foster Victor Wealth Advisors
1828
Foster Victor Wealth Advisors
South Carolina
$1.25B +$51.7M +4% 6.46% 78.2% 200 9.5% 3
Easterly Investment Partners
1829
Easterly Investment Partners
Massachusetts
$1.25B +$110M +10% 6.07% 57.6% 218 17.43% 2
Bristlecone Advisors
1830
Bristlecone Advisors
Washington
$1.25B +$71.4M +6% 5.31% 103% 372 24.19% 3.3
Cerity Partners OCIO
1831
Cerity Partners OCIO
New York
$1.24B -$62.4M -5% 5.78% – 28 17.86% 3.8
SC
1832
Shellback Capital
Massachusetts
$1.24B -$125M -9% 10.1% 198% 141 46.1% 1.2
Sourcerock Group
1833
Sourcerock Group
Colorado
$1.24B -$175M -12% 7.56% 59.1% 44 45.45% 0.9
Value Partners Investments
1834
Value Partners Investments
Manitoba, Canada
$1.24B +$82.6M +7% 9.68% 50.7% 91 7.69% 2.5
NFP Retirement Inc
1835
NFP Retirement Inc
California
$1.24B +$41.9M +4% 5.2% 46.7% 294 9.18% 2.4
Next Century Growth Investors
1836
Next Century Growth Investors
Minnesota
$1.23B +$30.6M +3% 11.2% 447% 143 25.87% 2.1
SFMG Wealth Advisors
1837
SFMG Wealth Advisors
Texas
$1.23B +$83.4M +7% 7.6% 76.1% 288 10.42% 3.9
DT Investment Partners
1838
DT Investment Partners
Pennsylvania
$1.23B +$104M +9% 5.75% 64.3% 666 27.33% 1.9
Fairmount Funds Management
1839
Fairmount Funds Management
Pennsylvania
$1.23B +$348M +39% 21.4% 2,136% 17 35.29% 1.7
Plato Investment Management
1840
Plato Investment Management
Australia
$1.23B +$159M +15% 7.45% – 582 20.96% 0.6
Shufro Rose & Co
1841
Shufro Rose & Co
New York
$1.23B $0 0% 4.83% 68.1% 313 0% 5
Rhenman & Partners Asset Management
1842
Rhenman & Partners Asset Management
Sweden
$1.23B +$191M +18% 12.1% 131% 101 13.86% 2.9
Lutz Financial Services
1843
Lutz Financial Services
Nebraska
$1.23B +$84.2M +7% 5.83% 35.3% 88 2.27% 4.1
IAIM
1844
International Assets Investment Management
Florida
$1.23B +$169M +16% 5.72% 88.5% 2,733 50.46% 0.9
Clear Harbor Asset Management
1845
Clear Harbor Asset Management
Connecticut
$1.23B +$66.1M +6% 6.74% 98.6% 402 17.91% 4
Bronte Capital Management
1846
Bronte Capital Management
Australia
$1.23B -$47M -4% 4.41% 123% 28 10.71% 2.6
Taconic Capital Advisors
1847
Taconic Capital Advisors
New York
$1.23B -$64.8M -5% 2.49% 273% 113 25.66% 1.7
DGM
1848
Darwin Global Management
Jersey
$1.23B +$370M +43% 22.1% 2,582% 10 60% 0.4
Diameter Capital Partners
1849
Diameter Capital Partners
New York
$1.23B +$379M +45% 19.5% 378% 38 73.68% 0.7
St. Denis J. Villere & Co
1850
St. Denis J. Villere & Co
Louisiana
$1.23B +$44.4M +4% 7.76% 32.6% 94 17.02% 3.8