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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)
American Assets Investment Management
1926
American Assets Investment Management
California
$768M -$33.5M -4% 5.94% 507% 180 8.33% 4.1
Bank of the West
1927
Bank of the West
California
$768M -$21.4M -3% 5.5% 35.4% 219 5.94% 6
Bristlecone Advisors
1928
Bristlecone Advisors
Washington
$766M -$43.8M -5% 5.12% 103% 248 7.66% 3.3
BTC Capital Management
1929
BTC Capital Management
Iowa
$765M -$52.7M -6% 5.12% – 258 8.91% 3.1
Landscape Capital Management
1930
Landscape Capital Management
New Jersey
$765M +$24.9M +3% 2.94% 92.5% 1,173 38.11% 0.7
Connors Investor Services
1931
Connors Investor Services
Pennsylvania
$764M -$30.1M -4% 4.98% 125% 167 14.37% 4.3
Quantum Capital Management (New Jersey)
1932
Quantum Capital Management (New Jersey)
New Jersey
$763M +$31.1M +4% 1.83% 22.7% 31 3.23% 6.1
GJL
1933
Gendell Jeffrey L
$763M -$102M -12% 1.23% 748% 62 17.74% 2.9
Vestor Capital
1934
Vestor Capital
Illinois
$763M -$62.2M -8% 2.48% 188% 233 17.17% 3.2
Rock Creek Group
1935
Rock Creek Group
District of Columbia
$762M -$100M -12% 6.44% 37.2% 189 21.69% 1.7
WMC
1936
Westwood Management Corporation
Illinois
$762M -$33.7M -4% 0.08% 44.3% 78 12.82% 4.6
Capital Growth Management
1937
Capital Growth Management
Massachusetts
$761M -$80.7M -10% 0.39% 422% 83 61.45% 0.3
Hilton Capital Management
1938
Hilton Capital Management
New York
$760M -$55.1M -7% 3.22% 58.2% 120 20% 2.3
Front Barnett Associates
1939
Front Barnett Associates
Illinois
$759M -$62.8M -8% 5.53% 40.5% 113 0.88% 6.6
CapWealth Advisors
1940
CapWealth Advisors
Tennessee
$758M -$71.3M -9% 5.55% 152% 112 9.82% 4.8
Quadrant Capital Group
1941
Quadrant Capital Group
Ohio
$756M +$11.9M +2% 4.48% 118% 2,914 13.69% 3.9
WCG Wealth Advisors
1942
WCG Wealth Advisors
Nevada
$756M +$35.9M +5% 5.17% 69.6% 311 20.9% 0.2
O'Brien Greene & Co
1943
O'Brien Greene & Co
Pennsylvania
$755M +$490M +185% 4.07% 81.4% 135 7.41% 2.5
GSA Capital Partners
1944
GSA Capital Partners
United Kingdom
$754M +$87.8M +13% 2.76% 94.7% 2,028 62.08% 0.3
OEP Capital Advisors
1945
OEP Capital Advisors
New York
$754M +$36.5M +5% 5.09% 23.2% 2 0% 1.8
Girard Partners
1946
Girard Partners
Pennsylvania
$754M -$30.5M -4% 5.54% 25.7% 237 10.55% 4.5
Mount Yale Investment Advisors
1947
Mount Yale Investment Advisors
Colorado
$753M -$40.4M -5% 4.74% 81.9% 491 17.72% 2.2
Howe & Rusling
1948
Howe & Rusling
New York
$753M -$35.6M -5% 4.98% 82% 1,247 20.85% 3.2
Honeycomb Asset Management
1949
Honeycomb Asset Management
New York
$753M +$352M +88% 1.15% 49% 44 65.91% 0.3
BDO Wealth Advisors
1950
BDO Wealth Advisors
Florida
$752M -$60.1M -7% 5.62% 38.3% 1,178 14.69% 2.5