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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)
Certuity
1976
Certuity
Florida
$880M +$203M +30% 8.69% 190% 274 20.44% 1.8
Essex Financial Services
1977
Essex Financial Services
Connecticut
$879M -$70.5M -7% 6.48% 87.7% 507 11.24% 4
Security Benefit Life Insurance Company
1978
Security Benefit Life Insurance Company
Kansas
$879M +$12.3M +1% 9.91% 60.6% 68 19.12% 1.3
Guardian Capital Advisors (Canada)
1979
Guardian Capital Advisors (Canada)
Ontario, Canada
$879M +$11M +1% 2.55% 26.1% 170 12.94% 6
DT Investment Partners
1980
DT Investment Partners
Pennsylvania
$879M +$54.2M +7% 4.29% 58% 477 3.14% 1.5
StrategIQ Financial Group
1981
StrategIQ Financial Group
Indiana
$876M +$10M +1% 4.19% 12.6% 309 10.03% 3.8
Leo Brokerage
1982
Leo Brokerage
Texas
$876M +$206M +31% 6.71% – 319 11.6% 1.2
59 North Capital Management
1983
59 North Capital Management
Texas
$876M +$193M +28% 13.9% 81.4% 13 7.69% 1.1
Ally Invest Advisors
1984
Ally Invest Advisors
North Carolina
$876M +$28.9M +3% 3% 41.1% 52 7.69% 1.7
Advocacy Wealth Management Services
1985
Advocacy Wealth Management Services
Georgia
$875M +$51.8M +6% 1.85% 48.3% 39 12.82% 2.1
SHIM
1986
Spruce House Investment Management
New York
$875M +$364M +71% 87.4% 863% 6 16.67% 5.1
HSG Holding
1987
HSG Holding
Hong Kong
$874M -$77.5M -8% 11.3% 2.94% 21 14.29% 3.4
North Peak Capital Management
1988
North Peak Capital Management
New York
$872M +$92M +12% 0.74% 301% 7 42.86% 1.3
BDO Wealth Advisors
1989
BDO Wealth Advisors
Florida
$872M +$56.5M +7% 5.04% 38.3% 1,086 12.43% 3.3
Lincluden Management
1990
Lincluden Management
Ontario, Canada
$868M -$12.2M -1% 1.78% 56.6% 76 3.95% 5.5
One River Asset Management
1991
One River Asset Management
Connecticut
$868M -$1.42B -62% 10.7% 27% 336 21.13% 0.4
Desjardins Global Asset Management
1992
Desjardins Global Asset Management
Quebec, Canada
$867M +$73M +9% 8.69% – 658 9.42% 1.1
HITE Hedge Asset Management
1993
HITE Hedge Asset Management
Massachusetts
$866M -$471M -35% 0.51% 54.4% 115 40.87% 1
Stokes Family Office
1994
Stokes Family Office
Louisiana
$865M +$62.8M +8% 5.8% 68.1% 340 14.41% 1.8
Jag Capital Management
1995
Jag Capital Management
Missouri
$865M +$91.7M +12% 16.1% 230% 199 20.1% 3.2
CC
1996
Cornerstone Capital
California
$865M +$36M +4% 7.1% 91.2% 94 10.64% 5.5
XML Financial
1997
XML Financial
Maryland
$864M +$43.2M +5% 4.07% 69.5% 355 9.86% 2
Conservest Capital Advisors
1998
Conservest Capital Advisors
Pennsylvania
$864M +$24.9M +3% 5.43% 58.6% 106 8.49% 0.5
Palisade Asset Management
1999
Palisade Asset Management
Minnesota
$862M +$46.1M +6% 4.73% 61.8% 184 5.98% 6.7
Verdence Capital Advisors
2000
Verdence Capital Advisors
Maryland
$861M +$34.1M +4% 6.56% 97.1% 564 9.93% 2.6