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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Jacobi Capital Management
1851
Jacobi Capital Management
Pennsylvania
$1.15B +$69.8M +6% 1.6% 76.6% 534 14.04% 4.7
SFMG Wealth Advisors
1852
SFMG Wealth Advisors
Texas
$1.15B -$13.1M -1% 2.64% 76.1% 293 10.58% 3.7
TAM
1853
Telemark Asset Management
Massachusetts
$1.15B +$181M +19% 15.3% 329% 77 42.86% 1.5
DCM
1854
Dupont Capital Management
Delaware
$1.15B -$59.8M -5% 4.73% 100% 165 18.18% 3.9
Lutz Financial Services
1855
Lutz Financial Services
Nebraska
$1.15B +$2.94M +0.3% 0.65% 35.3% 87 1.15% 3.9
Ostrum Asset Management
1856
Ostrum Asset Management
France
$1.15B -$119M -9% 1.61% 107% 663 4.22% 1.3
McDaniel Terry & Co
1857
McDaniel Terry & Co
Texas
$1.15B +$21.2M +2% 2.33% 57.9% 105 13.33% 5.5
Triodos Investment Management
1858
Triodos Investment Management
Netherlands
$1.14B +$38.8M +4% 5.01% 89.9% 48 4.17% 3.2
Francisco Partners Management
1859
Francisco Partners Management
California
$1.14B +$48.8M +4% 2.27% 14.3% 9 22.22% 2.4
First Light Asset Management
1860
First Light Asset Management
Minnesota
$1.14B -$165M -13% 0.86% 364% 55 29.09% 2.3
Mesirow Institutional Investment Management
1861
Mesirow Institutional Investment Management
Illinois
$1.14B +$15.8M +1% 2.32% – 135 24.44% 0.9
Blue Whale Capital
1862
Blue Whale Capital
United Kingdom
$1.14B +$191M +20% 9.5% 409% 20 25% 1.7
Easterly Investment Partners
1863
Easterly Investment Partners
Massachusetts
$1.14B -$171M -13% 2.42% 57.6% 221 19% 1.9
Stonebridge Capital Advisors
1864
Stonebridge Capital Advisors
Minnesota
$1.14B +$24M +2% 2% 80.1% 230 8.7% 6.2
Soleus Capital Management
1865
Soleus Capital Management
Connecticut
$1.13B -$213M -16% 4.41% 508% 116 42.24% 1
Cahaba Wealth Management
1866
Cahaba Wealth Management
Georgia
$1.13B +$34M +3% 1.17% 45.2% 156 8.97% 3.5
Private Ocean
1867
Private Ocean
California
$1.13B +$190M +20% 1.06% 2.82% 706 43.06% 3.2
Trinity Street Asset Management
1868
Trinity Street Asset Management
United Kingdom
$1.13B -$117M -9% 2.92% 76.9% 20 30% 2.1
Gladstone Capital Management
1869
Gladstone Capital Management
United Kingdom
$1.13B +$121M +12% 10.5% 304% 24 45.83% 1.1
E-L Financial Corp
1870
E-L Financial Corp
Ontario, Canada
$1.13B +$54.5M +5% 4.04% 68.6% 1 0% 7.5
Armstrong Advisory Group
1871
Armstrong Advisory Group
Massachusetts
$1.13B +$100M +10% 1.88% 55.6% 849 16.25% 1.3
DT Investment Partners
1872
DT Investment Partners
Pennsylvania
$1.13B +$141M +14% 1.18% 58% 551 20.15% 2
FFT Wealth Management
1873
FFT Wealth Management
Pennsylvania
$1.13B -$33.5M -3% 2.69% 65.6% 164 11.59% 1.9
Grassi Investment Management
1874
Grassi Investment Management
California
$1.13B +$21.8M +2% 10% 170% 133 8.27% 6
Litman Gregory Wealth Management
1875
Litman Gregory Wealth Management
California
$1.13B +$24.5M +2% 2.42% 55.5% 138 8.7% 1.1
73 74
75
76 77