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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)
Laird Norton Wetherby Wealth Management
1851
Laird Norton Wetherby Wealth Management
California
$494M +$43.2M +10% 5.08% – 549 12.57% 2.3
Fulton Breakefield Broenniman
1852
Fulton Breakefield Broenniman
Maryland
$493M +$2.81M +0.6% 1.16% 68% 121 6.61% 2.4
Cortland Associates
1853
Cortland Associates
Missouri
$493M +$37M +8% 4.53% 57.1% 57 33.33% 1.7
Cadinha & Co
1854
Cadinha & Co
Hawaii
$491M +$24.5M +5% 2.4% 123% 120 10% 2.3
Iconiq Capital
1855
Iconiq Capital
California
$490M +$18.1M +4% 10.1% 0.21% 51 15.69% 1.7
RC
1856
Rivulet Capital
New Jersey
$490M +$120M +32% 7.53% 27.4% 13 30.77% 1.2
GHP Investment Advisors
1857
GHP Investment Advisors
Colorado
$490M +$26M +6% 4.14% 81.4% 288 6.25% 2.6
Woodstock Corp
1858
Woodstock Corp
Massachusetts
$489M +$4.2M +0.9% 3.83% 115% 165 11.52% 2.6
First Interstate Bank
1859
First Interstate Bank
Montana
$488M +$7.82M +2% 4.89% 48.2% 816 14.83% 1
Joel Isaacson & Co
1860
Joel Isaacson & Co
New York
$487M +$16.9M +4% 2.51% 72.5% 780 11.92% 2.1
Granite Investment Advisors
1861
Granite Investment Advisors
New Hampshire
$487M -$8.27M -2% 2.08% 55.6% 125 7.2% 2.4
Boussard & Gavaudan Investment Management
1862
Boussard & Gavaudan Investment Management
United Kingdom
$486M +$137M +39% 25.1% 25.8% 21 52.38% 0.8
BAM
1863
BTS Asset Management
Massachusetts
$486M – – 2.94% 8.8% 6 – 1.3
John G. Ullman & Associates
1864
John G. Ullman & Associates
New York
$486M -$716K -0.1% 4.17% 156% 125 13.6% 2.2
Ashford Capital Management
1865
Ashford Capital Management
Delaware
$486M +$38.8M +9% 13.2% 150% 110 9.09% 2.2
Merriman Wealth Management
1866
Merriman Wealth Management
Washington
$486M +$131M +37% 5.83% 18.3% 153 42.48% 0.4
AC
1867
Aisling Capital
New York
$485M +$61.9M +15% 33.1% 386% 22 9.09% 1.7
Hirtle Callaghan & Co
1868
Hirtle Callaghan & Co
Pennsylvania
$484M -$54.3M -10% 5.06% 58.1% 196 15.31% 0.9
Opus Capital Group
1869
Opus Capital Group
Ohio
$484M +$34.2M +8% 7.62% 49.7% 222 27.48% 1.5
NJ State Employees Deferred Compensation Plan
1870
NJ State Employees Deferred Compensation Plan
New Jersey
$483M +$12.7M +3% 6.02% 127% 376 3.72% 3
TAM
1871
Telemark Asset Management
Massachusetts
$482M +$47.4M +11% 12% 329% 42 33.33% 0.7
SP
1872
SCF Partners
Texas
$482M +$61.9M +15% 14.7% 2.1% 1 0% 3.3
Provident Investment Management
1873
Provident Investment Management
Michigan
$482M -$3.37M -0.7% 4.91% 69.5% 53 3.77% 2.5
AAC
1874
Asset Advisors Corp
Georgia
$481M -$897K -0.2% 0.7% 41.4% 194 20.1% 2.3
Tiedemann Advisors
1875
Tiedemann Advisors
New York
$481M +$377M +362% 2.55% 31.5% 134 64.18% 0.5