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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)
Global Retirement Partners
1851
Global Retirement Partners
California
$1.01B +$35.1M +4% 0.46% – 2,107 12.34% 2.5
ProVise Management Group
1852
ProVise Management Group
Florida
$1.01B +$30.6M +3% 0.74% 66.8% 406 13.3% 4
Baystate Wealth Management
1853
Baystate Wealth Management
Massachusetts
$1.01B -$720K -0.1% 1.09% 14.6% 919 7.07% 2.8
Checchi Capital Advisers
1854
Checchi Capital Advisers
California
$1.01B -$5.88M -0.6% 0.44% 68% 559 10.38% 4.1
BCM
1855
Bluefin Capital Management
New York
$1.01B -$565M -36% 1.81% – 1,019 60.45% 0.3
World Asset Management
1856
World Asset Management
Michigan
$1.01B -$87.9M -8% 0.45% 85% 886 6.21% 5.8
Permian Investment Partners
1857
Permian Investment Partners
Texas
$1.01B +$41.1M +4% 7.87% 78.6% 13 30.77% 1
CMG
1858
Cavalry Management Group
California
$1.01B +$85.8M +9% 1.35% 59.6% 61 52.46% 0.5
Nottingham Advisors
1859
Nottingham Advisors
New York
$1.01B +$109M +12% 1.13% 44.3% 151 9.93% 3.3
venBio Partners
1860
venBio Partners
California
$1B +$157M +18% 28.3% 564% 10 10% 1.2
Krilogy Financial
1861
Krilogy Financial
Missouri
$1B -$441K -0% 1.06% 79% 284 10.92% 3
Kimmeridge Energy Management
1862
Kimmeridge Energy Management
New York
$1B -$132M -12% 2.87% 19.7% 7 57.14% 0.6
Levin Capital Strategies
1863
Levin Capital Strategies
New York
$1B +$20.1M +2% 1.38% 88.6% 474 44.51% 2.1
Dynamo Internacional Gestao de Recursos
1864
Dynamo Internacional Gestao de Recursos
Brazil
$1B -$214M -18% 5.66% 34.1% 24 16.67% 1.4
LCM
1865
Lonestar Capital Management
California
$999M +$319M +47% 0.55% 260% 33 48.48% 0.5
ARS Investment Partners
1866
ARS Investment Partners
New York
$999M +$18.1M +2% 1.67% 260% 175 24.57% 1.7
ECP ControlCo
1867
ECP ControlCo
New Jersey
$998M -$6.15M -0.6% 0.77% 42.5% 6 33.33% 1.4
Mizuho Bank
1868
Mizuho Bank
Japan
$997M +$243M +32% 2.14% 99.8% 9 55.56% 2.3
Hikari Power
1869
Hikari Power
Japan
$997M -$16.6M -2% 0.65% 53.5% 70 2.86% 4
Lincluden Management
1870
Lincluden Management
Ontario, Canada
$997M -$45.7M -4% 2.01% 67.7% 82 13.41% 4.9
SGCIA
1871
Smith Graham & Co Investment Advisors
Texas
$995M -$136M -12% 2.45% 56.9% 143 3.5% 5.4
Park Presidio Capital
1872
Park Presidio Capital
California
$994M -$50.2M -5% 0.86% 94.1% 15 6.67% 2.2
GM Advisory Group
1873
GM Advisory Group
New York
$992M +$16.8M +2% 1.4% 53.6% 212 9.43% 2
Greenhouse Funds
1874
Greenhouse Funds
Maryland
$992M -$152M -13% 2.29% 90.7% 54 40.74% 1
Penn Capital Management
1875
Penn Capital Management
Pennsylvania
$991M -$38.1M -4% 1.93% 181% 226 22.57% 1.6