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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)
Grassi Investment Management
1901
Grassi Investment Management
California
$1.11B +$152M +16% 24.6% 170% 127 5.51% 6
Litman Gregory Wealth Management
1902
Litman Gregory Wealth Management
California
$1.1B +$48.8M +5% 6.82% 55.5% 133 12.03% 0.9
Partners Group Holding
1903
Partners Group Holding
Switzerland
$1.1B -$72.1M -6% 3.07% 23.3% 50 10% 4.9
Linonia Partnership
1904
Linonia Partnership
New York
$1.1B +$343M +45% 14.1% – 11 9.09% 0.2
Cahaba Wealth Management
1905
Cahaba Wealth Management
Georgia
$1.1B +$91.4M +9% 5.93% 48.7% 151 7.28% 3.4
Maple Capital Management
1906
Maple Capital Management
Vermont
$1.1B +$100M +10% 13.1% 114% 109 11.01% 5.7
Verdence Capital Advisors
1907
Verdence Capital Advisors
Maryland
$1.1B +$65.1M +6% 9.89% 104% 619 13.89% 2.8
Vicus Capital
1908
Vicus Capital
Pennsylvania
$1.1B +$109M +11% 6.88% 59.6% 289 31.49% 2.5
1900 Wealth Management
1909
1900 Wealth Management
Texas
$1.1B +$7.33M +0.7% 7.77% 61% 298 22.48% 2.3
Foster Victor Wealth Advisors
1910
Foster Victor Wealth Advisors
South Carolina
$1.1B +$119M +12% 10.6% 78.2% 182 10.44% 2.8
Stephens Group Asset Management
1911
Stephens Group Asset Management
Arkansas
$1.09B +$69.2M +7% 6.54% 51.4% 27 0% 4.4
BTC Capital Management
1912
BTC Capital Management
Iowa
$1.09B – – 10.5% – 225 – 4.3
a16z Perennial Management
1913
a16z Perennial Management
California
$1.09B +$428M +64% 28.1% – 49 28.57% 0.2
Francisco Partners Management
1914
Francisco Partners Management
California
$1.09B -$3.63M -0.3% 10.3% 14.3% 8 0% 2.3
Washington Trust Advisors
1915
Washington Trust Advisors
Massachusetts
$1.09B +$46.6M +4% 9.64% 106% 687 6.99% 1.9
Naspers
1916
Naspers
South Africa
$1.09B +$192M +21% 5.55% 88.2% 4 0% 2.3
Neumeier Poma Investment Counsel
1917
Neumeier Poma Investment Counsel
California
$1.09B -$32M -3% 12.5% 229% 43 13.95% 3.4
Stack Financial Management
1918
Stack Financial Management
Montana
$1.09B +$204M +23% 8.54% 70% 48 16.67% 4.5
Nixon Peabody Trust
1919
Nixon Peabody Trust
Massachusetts
$1.09B +$197M +22% 10.9% 101% 142 19.72% 2.7
Cornerstone Wealth Group
1920
Cornerstone Wealth Group
North Carolina
$1.09B +$389M +56% 14.5% 108% 252 45.24% 1.6
Galvin Gaustad & Stein
1921
Galvin Gaustad & Stein
Arizona
$1.09B +$17M +2% 4.89% 60.7% 194 10.82% 2.3
Eagle Ridge Investment Management
1922
Eagle Ridge Investment Management
Connecticut
$1.09B +$66.1M +6% 8.24% 28.2% 153 9.15% 4.8
Coliseum Capital Management
1923
Coliseum Capital Management
Connecticut
$1.08B -$162M -13% 14% 41.1% 11 0% 3.3
Essex Financial Services
1924
Essex Financial Services
Connecticut
$1.08B +$117M +12% 9.3% 87.7% 559 12.52% 4.1
Money Concepts Capital
1925
Money Concepts Capital
Florida
$1.08B +$6.85M +0.6% 7.57% 74.5% 417 17.27% 2.2