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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)
Baystate Wealth Management
1851
Baystate Wealth Management
Massachusetts
$1.11B +$97.8M +10% 5.58% 14.6% 1,017 21.53% 2.7
Provident Investment Management
1852
Provident Investment Management
Michigan
$1.11B +$62.6M +6% 8.75% 90.8% 62 8.06% 3.7
Bogart Wealth LLC
1853
Bogart Wealth LLC
Virginia
$1.11B +$125M +13% 5.85% 60.5% 853 14.42% 1.9
Parcion Private Wealth
1854
Parcion Private Wealth
Washington
$1.11B -$20.1M -2% 5.33% 114% 209 13.4% 1.5
1900 Wealth Management
1855
1900 Wealth Management
Texas
$1.11B +$75.8M +7% 4.65% 61% 250 17.6% 0.7
ProVise Management Group
1856
ProVise Management Group
Florida
$1.1B +$92.9M +9% 7.01% 66.8% 406 11.33% 3.9
Capital Investment Services of America
1857
Capital Investment Services of America
Wisconsin
$1.1B +$52.9M +5% 7.56% 74.2% 85 10.59% 4.7
Cowen and Company
1858
Cowen and Company
New York
$1.1B -$1.01B -48% 0.31% 120% 915 68.09% 0.3
Sapphire Ventures
1859
Sapphire Ventures
Texas
$1.1B -$179M -14% 10.6% 27.9% 14 35.71% 0.4
Hemenway Trust Hemenway Trust
1860
Hemenway Trust Hemenway Trust
New Hampshire
$1.1B +$108M +11% 10.6% 87.2% 148 10.81% 4.7
Lincluden Management
1861
Lincluden Management
Ontario, Canada
$1.09B +$97.2M +10% 8.99% 67.7% 81 12.35% 4.9
Ally Financial
1862
Ally Financial
Michigan
$1.09B +$70.2M +7% 3.75% 9.35% 132 24.24% 2
Brightworth
1863
Brightworth
Georgia
$1.09B -$11.4M -1% 8.89% 21.7% 123 10.57% 2.7
James Investment Research
1864
James Investment Research
Ohio
$1.09B +$15M +1% 9.51% 110% 539 15.58% 3.2
FAS Wealth Partners
1865
FAS Wealth Partners
Kansas
$1.09B +$21.5M +2% 6.85% 72.3% 423 11.35% 3.1
Wealthcare Capital Management
1866
Wealthcare Capital Management
Virginia
$1.09B +$56M +5% 4.15% 46.2% 87 16.09% 4.2
ARS Investment Partners
1867
ARS Investment Partners
New York
$1.09B +$89.5M +9% 11.4% 266% 192 20.31% 1.8
Atlas Venture Life Science Advisors
1868
Atlas Venture Life Science Advisors
Massachusetts
$1.09B – – 11% 484% 16 – 0
Capital Growth Management
1869
Capital Growth Management
Massachusetts
$1.09B -$1.13M -0.1% 18.8% 422% 86 63.95% 0.2
TA
1870
Trivest Advisors
Hong Kong
$1.09B +$237M +28% 31.9% 2,977% 26 73.08% 0.4
Hilton Capital Management
1871
Hilton Capital Management
New York
$1.09B +$65.1M +6% 8.4% 58.2% 150 28.67% 1.7
Arena Capital Advisors
1872
Arena Capital Advisors
California
$1.09B -$180M -14% 1.48% 127% 426 18.54% 0.4
IC
1873
Immersion Capital
United Kingdom
$1.08B -$35.2M -3% 1.97% 63.4% 9 11.11% 1.5
Gratus Capital
1874
Gratus Capital
Georgia
$1.08B +$148M +16% 10.2% 51.4% 210 12.86% 3.4
HPM
1875
H. Partners Management
New York
$1.08B -$24.4M -2% 1.63% 13.5% 3 0% 6.2