We are live on ! Find out more

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)
Hefren-Tillotson
1976
Hefren-Tillotson
Pennsylvania
$426M +$208M +95% 2.15% 40% 75 70.67% 0.4
3I Investments
1977
3I Investments
United Kingdom
$426M -$5.65M -1% 1.31% 64.3% 1 0% 2.3
Lebenthal Holdings
1978
Lebenthal Holdings
New York
$426M -$8.57M -2% 7.12% – 333 23.42% 0.8
ARS Investment Partners
1979
ARS Investment Partners
New York
$426M -$10.6M -2% 8.01% 260% 89 10.11% 1.6
1834 Investment Advisors
1980
1834 Investment Advisors
Wisconsin
$426M +$22.6M +6% 5.2% 68.7% 199 15.58% 1.6
Pacer Advisors
1981
Pacer Advisors
Pennsylvania
$426M +$385M +936% 7.3% 58.4% 854 88.29% 0.2
Ashford Capital Management
1982
Ashford Capital Management
Delaware
$425M -$845K -0.2% 8.64% 150% 123 21.95% 1.7
De Burlo Group
1983
De Burlo Group
Massachusetts
$425M -$1.04M -0.2% 8.98% 147% 111 18.92% 1.6
Wexford Capital
1984
Wexford Capital
Florida
$425M -$92.1M -18% 4.78% 128% 106 65.09% 0.4
Choreo LLC
1985
Choreo LLC
Illinois
$424M +$42.7M +11% 5.03% 74.7% 169 14.79% 1.4
ASA
1986
Armstrong Shaw Associates
Connecticut
$424M +$11.2M +3% 5.82% 51.2% 44 11.36% 2
Rail-Splitter Capital Management
1987
Rail-Splitter Capital Management
Illinois
$423M +$61.5M +17% 9.59% 64.1% 50 38% 0.7
Zuckerman Investment Group
1988
Zuckerman Investment Group
Illinois
$423M -$2.36M -0.6% 6% 111% 49 12.24% 1.3
Cobiz Wealth
1989
Cobiz Wealth
Colorado
$423M +$11.5M +3% 5.94% 54% 150 13.33% 1.8
Tiptree Advisors
1990
Tiptree Advisors
New York
$423M -$226M -35% 2.51% – 54 44.44% 0.9
Greylock XIII
1991
Greylock XIII
California
$422M – – 2.97% – 2 – 0
Cadinha & Co
1992
Cadinha & Co
Hawaii
$422M +$9.7M +2% 6.05% 132% 114 14.04% 1.9
JCM
1993
JS Capital Management
New York
$421M -$179M -30% 9.03% 52.4% 64 28.13% 1.1
Providence Equity Partners
1994
Providence Equity Partners
Rhode Island
$421M +$10.1M +2% 1.59% 12.4% 4 25% 1.9
C.M. Bidwell & Associates
1995
C.M. Bidwell & Associates
Hawaii
$421M +$14.2M +3% 6.21% 70.6% 314 56.05% 0.6
FPCM
1996
Financial Partners Capital Management
New York
$420M +$21.9M +5% 6.91% 34.2% 130 19.23% 1.7
Goldentree Asset Management
1997
Goldentree Asset Management
New York
$419M -$192M -31% 0.93% 27.7% 25 36% 1
Professional Advisory Services
1998
Professional Advisory Services
Florida
$419M +$20.7M +5% 5.88% 69.3% 61 14.75% 1.7
Integre Asset Management
1999
Integre Asset Management
New York
$418M -$2.4M -0.6% 7.11% 74.1% 180 35.56% 1.3
Silverback Asset Management
2000
Silverback Asset Management
North Carolina
$418M -$541M -56% 5.7% 92.1% 49 22.45% 0.7