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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)
Beaird Harris Wealth Management
1876
Beaird Harris Wealth Management
Texas
$1.45B +$41.4M +3% 1.49% 41.3% 767 13.95% 2
Kanawha Capital Management
1877
Kanawha Capital Management
Virginia
$1.45B +$6.41M +0.4% 1.69% 74.5% 224 4.91% 7.9
Vestor Capital
1878
Vestor Capital
Illinois
$1.45B -$109M -7% 5.83% 188% 308 20.45% 4.2
Philadelphia Trust Company
1879
Philadelphia Trust Company
Pennsylvania
$1.45B +$29.7M +2% 5.91% 162% 275 12% 5.2
IQ EQ Fund Management
1880
IQ EQ Fund Management
Ireland
$1.45B -$26.3M -2% 0.62% 109% 333 16.52% 3.4
Ally Invest Advisors
1881
Ally Invest Advisors
North Carolina
$1.45B +$55M +4% 1.53% 41.1% 77 1.3% 3.2
American Assets Investment Management
1882
American Assets Investment Management
California
$1.45B +$87.2M +6% 5.88% 520% 150 8.67% 7.3
YHB Investment Advisors
1883
YHB Investment Advisors
Connecticut
$1.45B +$80M +6% 3.88% 96.2% 312 9.29% 6
Payden & Rygel
1884
Payden & Rygel
California
$1.45B +$240M +20% 4.04% 113% 123 14.63% 4.5
Stonebridge Capital Advisors
1885
Stonebridge Capital Advisors
Minnesota
$1.44B +$41.6M +3% 3.65% 80.1% 222 8.11% 7.2
Arete Wealth Advisors
1886
Arete Wealth Advisors
Illinois
$1.44B -$153M -10% 2.75% 85.3% 798 59.15% 2.8
Next Century Growth Investors
1887
Next Century Growth Investors
Minnesota
$1.44B +$68.1M +5% 12.8% 447% 141 26.24% 1.9
Bank of Finland
1888
Bank of Finland
Finland
$1.44B -$194M -12% 1.95% 66.7% 4 0% 3.6
Cahaba Wealth Management
1889
Cahaba Wealth Management
Georgia
$1.44B +$55.5M +4% 1.27% 48.7% 161 5.59% 4.4
Nexpoint Asset Management
1890
Nexpoint Asset Management
Texas
$1.44B +$284M +25% 19.4% 253% 131 61.83% 1.2
Fairholme Capital Management
1891
Fairholme Capital Management
Florida
$1.43B +$195M +16% 15.9% 36.2% 16 31.25% 2.9
BTC Capital Management
1892
BTC Capital Management
Iowa
$1.43B -$15.9M -1% 3.18% – 215 9.77% 4.9
Washington Trust Bank
1893
Washington Trust Bank
Washington
$1.43B +$63M +5% 2.58% 80.5% 207 8.7% 6.4
Avity Investment Management
1894
Avity Investment Management
Connecticut
$1.43B +$967K +0.1% 3.07% 119% 111 6.31% 5.9
Proficio Capital Partners
1895
Proficio Capital Partners
Massachusetts
$1.42B -$31.1M -2% 4.39% 97% 273 30.77% 3
Covalis Capital
1896
Covalis Capital
United Kingdom
$1.42B +$566M +66% 0.24% 37.9% 103 73.79% 0.3
Heitman Real Estate Securities
1897
Heitman Real Estate Securities
Illinois
$1.42B -$42.3M -3% 0.57% 48.3% 64 26.56% 3.9
Dundas Partners
1898
Dundas Partners
United Kingdom
$1.42B +$3.66M +0.3% 4.43% 87.6% 50 2% 3.7
Generali Investments CEE
1899
Generali Investments CEE
Czech Republic
$1.42B +$106M +8% 2.29% – 407 8.6% 0.9
Neville Rodie & Shaw
1900
Neville Rodie & Shaw
New York
$1.42B +$33.1M +2% 5.41% 125% 255 7.45% 8.3