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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)
a16z Perennial Management
1901
a16z Perennial Management
California
$1.1B +$6.74M +0.6% 6.89% – 53 33.96% 0.4
Uniplan Investment Counsel
1902
Uniplan Investment Counsel
Wisconsin
$1.1B -$173M -14% 0.06% 70.5% 131 17.56% 2.8
NBC Securities
1903
NBC Securities
Alabama
$1.1B +$33.6M +3% 1.48% 86.6% 2,256 11.84% 0.7
Beese Fulmer Investment Management
1904
Beese Fulmer Investment Management
Ohio
$1.1B +$35.9M +3% 2.99% 124% 233 7.73% 6.5
SP Asset Management
1905
SP Asset Management
California
$1.1B +$23.8M +2% 3.48% 92.4% 134 11.19% 3.6
Provident Investment Management
1906
Provident Investment Management
Michigan
$1.1B -$35.7M -3% 1.73% 90.8% 77 6.49% 4.3
First Trust Capital Management
1907
First Trust Capital Management
Illinois
$1.1B -$80.1M -7% 6.61% 214% 145 48.97% 0.7
Howe & Rusling
1908
Howe & Rusling
New York
$1.1B +$52.8M +5% 3.13% 82% 403 14.89% 4.5
Stephens Group Asset Management
1909
Stephens Group Asset Management
Arkansas
$1.1B +$1.63M +0.1% 0.53% 51.4% 27 0% 4.6
Boundary Creek Advisors
1910
Boundary Creek Advisors
New York
$1.09B -$563M -34% 8.58% 15% 42 57.14% 0.8
L1 Capital
1911
L1 Capital
Australia
$1.09B -$109M -9% 0.43% 127% 14 64.29% 1.3
Parcion Private Wealth
1912
Parcion Private Wealth
Washington
$1.09B -$42M -4% 0.23% 103% 204 10.29% 2.8
Triasima Portfolio Management
1913
Triasima Portfolio Management
Quebec, Canada
$1.09B -$97.2M -8% 3.87% 224% 156 22.44% 1.3
Neumeier Poma Investment Counsel
1914
Neumeier Poma Investment Counsel
California
$1.09B +$1.89M +0.2% 4.1% 229% 45 15.56% 3.4
Weatherly Asset Management
1915
Weatherly Asset Management
California
$1.09B +$58.2M +6% 7.87% 116% 176 6.82% 7.6
Sepio Capital
1916
Sepio Capital
Utah
$1.09B -$75M -6% 0.52% 92% 290 6.9% 3.6
Washington Trust Advisors
1917
Washington Trust Advisors
Massachusetts
$1.09B -$2.84M -0.3% 3.28% 106% 689 8.56% 2.1
Syon Capital
1918
Syon Capital
California
$1.09B +$29.9M +3% 2.74% 74% 466 7.51% 0.7
Providence Equity Partners
1919
Providence Equity Partners
Rhode Island
$1.08B -$474M -30% 26.1% 12.4% 3 0% 2.8
Helikon Investments
1920
Helikon Investments
United Kingdom
$1.08B -$74.5M -6% 4.17% 282% 19 15.79% 1.2
MIM
1921
Marco Investment Management
Georgia
$1.08B +$23.6M +2% 3.21% 127% 214 4.67% 7
AlphaStar Capital Management
1922
AlphaStar Capital Management
North Carolina
$1.08B +$108M +11% 2.5% 69.5% 329 19.15% 2.2
Fifth Third Securities
1923
Fifth Third Securities
Ohio
$1.08B +$52.1M +5% 1.39% 62.7% 287 23.34% 1.5
Vivo Capital
1924
Vivo Capital
California
$1.08B -$190M -15% 2.85% 7,491% 46 17.39% 2.1
Koss-Olinger Consulting
1925
Koss-Olinger Consulting
Florida
$1.08B +$898M +486% 0.68% 57.9% 294 93.54% 0.2