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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)
Money Design
1851
Money Design
Japan
$874M +$40.2M +5% 9.23% 26.4% 56 14.29% 2
Hemenway Trust Hemenway Trust
1852
Hemenway Trust Hemenway Trust
New Hampshire
$874M +$105M +14% 12.4% 101% 141 17.02% 4.5
Bainco International Investors
1853
Bainco International Investors
Massachusetts
$873M +$85.8M +11% 10.3% 69.4% 222 64.41% 1.4
Southernsun Asset Management
1854
Southernsun Asset Management
Tennessee
$872M +$109M +14% 31.3% 54.6% 41 9.76% 4.2
Hilton Capital Management
1855
Hilton Capital Management
New York
$872M +$39M +5% 11.2% 59.4% 135 48.15% 1.3
YCG LLC
1856
YCG LLC
Texas
$870M +$100M +13% 14.8% 29.4% 47 14.89% 4.2
L. Roy Papp & Associates
1857
L. Roy Papp & Associates
Arizona
$868M +$90M +12% 12.6% 80.1% 180 8.33% 4.3
AIA Group
1858
AIA Group
Hong Kong
$868M +$841M +3,108% 44.4% 97.8% 191 95.81% 0.1
Monarch Alternative Capital
1859
Monarch Alternative Capital
New York
$867M +$280M +48% 29.1% 497% 12 50% 0.5
HoyleCohen
1860
HoyleCohen
California
$867M +$187M +27% 15.9% 46.1% 232 15.52% 2
Klingman & Associates
1861
Klingman & Associates
New York
$866M +$123M +17% 12.5% 64.9% 154 11.04% 2.9
ProVise Management Group
1862
ProVise Management Group
Florida
$866M +$119M +16% 12.8% 74.6% 351 21.37% 3.8
Wellesley Asset Management
1863
Wellesley Asset Management
New Hampshire
$864M -$37.5M -4% 0% 0% 34 0% 1.2
L & S Advisors
1864
L & S Advisors
California
$863M +$136M +19% 18.3% 231% 374 31.28% 1.6
No Street GP LP
1865
No Street GP LP
California
$862M +$15.7M +2% 40% 246% 55 61.82% 0.3
Silver Point Capital
1866
Silver Point Capital
Connecticut
$862M +$41.8M +5% 13.5% 108% 13 30.77% 0.9
Dorsey & Whitney Trust
1867
Dorsey & Whitney Trust
South Dakota
$861M +$111M +15% 14.5% 98.1% 498 15.46% 3.2
New Mountain Vantage Advisers
1868
New Mountain Vantage Advisers
New York
$861M -$1.06B -55% 24.8% 2.05% 26 65.38% 2.4
Perigon Wealth Management
1869
Perigon Wealth Management
California
$861M +$145M +20% 13.9% 104% 1,079 65.71% 0.8
Stephens Group Asset Management
1870
Stephens Group Asset Management
Arkansas
$857M +$129M +18% 17.1% 51.4% 24 0% 1.9
WealthSource Partners
1871
WealthSource Partners
California
$857M +$108M +14% 10.3% 16.8% 412 18.93% 1.9
Bank of the West
1872
Bank of the West
California
$857M +$112M +15% 13.5% 35.4% 221 12.22% 5
Nachman Norwood & Parrott
1873
Nachman Norwood & Parrott
South Carolina
$856M +$113M +15% 12.7% – 1,195 77.57% 1.6
RCM
1874
Ratan Capital Management
Florida
$856M +$178M +26% 20% 616% 140 44.29% 0.4
1900 Wealth Management
1875
1900 Wealth Management
Texas
$856M – – 9.95% 61% 139 – 0