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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)
Harvest Fund Management
1951
Harvest Fund Management
China
$587M +$110M +23% 26.1% 327% 413 33.17% 0.8
Jacobs & Co
1952
Jacobs & Co
California
$587M +$79.8M +16% 13.1% 105% 135 17.04% 4.1
Wealthcare Advisory Partners
1953
Wealthcare Advisory Partners
Pennsylvania
$586M +$71M +14% 10.8% 65.6% 1,329 8.28% 1.3
Symmetry Partners
1954
Symmetry Partners
Connecticut
$586M +$193M +49% 10% 61.4% 445 20.9% 0.4
Aptus Capital Advisors
1955
Aptus Capital Advisors
Alabama
$585M +$206M +54% 10.5% 67% 332 55.12% 0.1
Matrix Asset Advisors
1956
Matrix Asset Advisors
New York
$585M +$46.8M +9% 11.3% 84.9% 73 12.33% 4.2
Bank Pictet & Cie (Europe)
1957
Bank Pictet & Cie (Europe)
Germany
$585M +$95M +19% 15.1% 119% 165 27.27% 2.2
Capstone Financial Advisors
1958
Capstone Financial Advisors
Illinois
$585M +$87M +17% 9.97% 54.5% 105 20.95% 2.3
Centaurus Financial
1959
Centaurus Financial
California
$585M +$132M +29% 14% 83.5% 592 27.36% 0.8
Vista Equity Partners Management
1960
Vista Equity Partners Management
California
$585M -$259M -31% 35.5% 3.45% 34 55.88% 0.6
Silverback Asset Management
1961
Silverback Asset Management
North Carolina
$584M +$43.7M +8% 0.88% 92.1% 52 23.08% 0.7
McDaniel Terry & Co
1962
McDaniel Terry & Co
Texas
$584M +$67.7M +13% 13.4% 57.9% 64 6.25% 4.1
Trigran Investments
1963
Trigran Investments
Illinois
$584M +$45.1M +8% 12.4% 30.2% 24 20.83% 2.5
MGM
1964
Miura Global Management
New York
$584M +$192M +49% 32.6% 375% 24 45.83% 0.5
Estate Counselors
1965
Estate Counselors
Wisconsin
$584M +$88.7M +18% 8.87% 60% 73 26.03% 2.3
BRR OpCo
1966
BRR OpCo
Ohio
$583M +$101M +21% 7.82% 23.6% 174 39.08% 2.2
INCA Investments
1967
INCA Investments
Florida
$583M -$9.9M -2% 9.1% 128% 13 7.69% 2.6
Blackhill Capital
1968
Blackhill Capital
New Jersey
$583M +$61.1M +12% 10.4% 212% 69 4.35% 4.5
SeaCrest Wealth Management
1969
SeaCrest Wealth Management
New York
$583M +$97.9M +20% 13.8% 153% 2,332 8.66% 1.1
Summit Financial
1970
Summit Financial
New Jersey
$583M +$67.8M +13% 11.9% 81.8% 53 15.09% 0.2
Harvey Investment Company
1971
Harvey Investment Company
Kentucky
$582M +$63.6M +12% 14.9% 56.4% 85 8.24% 4.3
Bell Asset Management
1972
Bell Asset Management
Australia
$582M +$106M +22% 14.5% 45.3% 64 7.81% 1.1
Citizens Business Bank
1973
Citizens Business Bank
California
$580M +$60.3M +12% 12.3% 108% 267 10.49% 3.7
Periscope Capital
1974
Periscope Capital
Ontario, Canada
$580M +$43.7M +8% 1.27% 28.8% 211 31.75% 0.6
Garde Capital
1975
Garde Capital
Washington
$579M +$14.6M +3% 10.2% 67.6% 170 24.71% 3