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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)
Hilltop Holdings
1976
Hilltop Holdings
Texas
$739M -$16.5M -2% 4.16% 96.7% 569 19.68% 3.2
Levin Capital Strategies
1977
Levin Capital Strategies
New York
$738M -$107M -13% 0.34% 88.6% 312 34.62% 3.5
Colonial Trust Advisors
1978
Colonial Trust Advisors
South Carolina
$738M +$27.1M +4% 4.59% 80% 256 37.11% 3.7
Ally Invest Advisors
1979
Ally Invest Advisors
North Carolina
$738M -$30.3M -4% 6.42% 41.1% 26 19.23% 2.2
Henry H. Armstrong Associates
1980
Henry H. Armstrong Associates
Pennsylvania
$738M -$54.9M -7% 6.98% 70% 63 6.35% 6.3
MCM
1981
McKinley Capital Management
Alaska
$737M -$28.5M -4% 3.9% 63.3% 179 13.41% 3.6
Brandywine Oak Private Wealth
1982
Brandywine Oak Private Wealth
Pennsylvania
$737M -$44.8M -6% 5.92% 62.2% 327 13.15% 2.5
Atalaya Capital Management
1983
Atalaya Capital Management
New York
$737M -$110M -13% 0.45% 7.46% 478 41% 0.8
Capital Investment Services of America
1984
Capital Investment Services of America
Wisconsin
$736M -$33.8M -4% 3.62% 50.7% 72 4.17% 5.8
Mizuho Securities USA
1985
Mizuho Securities USA
New York
$736M +$85M +13% 0.16% 99% 311 85.53% 0.2
WMS Partners
1986
WMS Partners
Maryland
$736M +$93.6M +15% 5.12% 10.8% 290 20% 3.4
Soleus Capital Management
1987
Soleus Capital Management
Connecticut
$736M +$94.9M +15% 14.2% 508% 93 40.86% 0.7
Alpine Woods Capital Investors
1988
Alpine Woods Capital Investors
New York
$735M -$64.3M -8% 4.38% 105% 205 9.76% 4.1
Folger Nolan Fleming Douglas Capital Management
1989
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$735M -$27.8M -4% 5.78% 77.5% 152 4.61% 7.3
Baker Tilly Wealth Management
1990
Baker Tilly Wealth Management
Wisconsin
$734M -$28.4M -4% 3.42% 96.9% 538 14.31% 1.3
Trust Asset Management
1991
Trust Asset Management
Texas
$733M +$17.9M +3% 4.88% 91.1% 197 7.61% 2
Hackensack Meridian Health
1992
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 5.51% 53.4% 13 7.69% 0.5
Lutz Financial Services
1993
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 4.87% 35.3% 75 16% 3
Johnson Financial Group LLC (Colorado)
1994
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 4.53% 58.7% 55 20% 1.6
SP Asset Management
1995
SP Asset Management
California
$731M -$53.7M -7% 5.67% 92.4% 114 7.02% 3
Jacobi Capital Management
1996
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 5.15% 76.6% 424 9.67% 4.7
Keeley-Teton Advisors
1997
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 4.32% 28.6% 391 6.91% 2.4
Sage Financial Group
1998
Sage Financial Group
Pennsylvania
$730M -$27M -4% 5.29% 62% 91 6.59% 2.9
Blue Chip Partners
1999
Blue Chip Partners
Michigan
$730M -$54.8M -7% 6.44% 81.2% 170 10% 4.3
Fernbridge Capital Management
2000
Fernbridge Capital Management
California
$730M +$35.7M +5% 0.86% 12.4% 24 41.67% 0.7