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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)
Resource Management
2051
Resource Management
Louisiana
$477M -$70.1M -13% 15.5% 82.7% 144 15.97% 0.9
Adams Street Partners
2052
Adams Street Partners
Illinois
$477M -$158M -25% 24.3% 399% 18 50% 1.3
B. Riley Wealth Management
2053
B. Riley Wealth Management
Tennessee
$477M +$69.9M +17% 11.2% 32.2% 423 40.19% 1.1
Cabana LLC
2054
Cabana LLC
Arkansas
$476M +$42.4M +10% 9% 58.3% 76 69.74% 0.3
Bell Asset Management
2055
Bell Asset Management
Australia
$476M -$4.93M -1% 11.4% 45.3% 66 7.58% 0.9
Granite Investment Advisors
2056
Granite Investment Advisors
New Hampshire
$476M -$93.7M -16% 12.7% 55.6% 170 15.88% 2.9
Girard Partners
2057
Girard Partners
Pennsylvania
$476M -$87.9M -16% 10.6% 25.7% 980 75.31% 2.7
BTR Capital Management
2058
BTR Capital Management
California
$475M -$100M -17% 11.7% 35% 184 18.48% 3.7
Harvard Management Company
2059
Harvard Management Company
Massachusetts
$475M +$82.6M +21% 19.3% 123% 20 20% 2.5
AIM
2060
Axiom Investment Management
New York
$474M – – 12.5% – 352 – 0
Sun Life Financial
2061
Sun Life Financial
Ontario, Canada
$474M -$77.4M -14% 12.9% 65.7% 646 8.98% 1.7
CX Institutional
2062
CX Institutional
Indiana
$474M +$171M +57% 9.91% 62.9% 573 48.17% 0.3
NewSquare Capital
2063
NewSquare Capital
Pennsylvania
$473M -$53.5M -10% 9.19% 76.5% 379 27.44% 2.4
Canandaigua National Bank & Trust
2064
Canandaigua National Bank & Trust
New York
$473M -$88.7M -16% 10.9% – 367 24.25% 2.8
Foundations Investment Advisors
2065
Foundations Investment Advisors
Arizona
$473M +$62.1M +15% 7.7% 80.9% 138 52.9% 0.3
Howe & Rusling
2066
Howe & Rusling
New York
$473M -$126M -21% 13% 82% 955 21.88% 2.7
ARS Investment Partners
2067
ARS Investment Partners
New York
$473M -$173M -27% 15.7% 260% 125 16.8% 2.7
PagnatoKarp Partners
2068
PagnatoKarp Partners
Virginia
$472M +$130M +38% 11.8% 2.06% 204 27.45% 1.1
BC
2069
Blackstart Capital
New York
$472M +$33.1M +8% 1.91% 9% 37 59.46% 0.4
PP
2070
Parplus Partners
New York
$471M – – 14% – 1 – 0
Lenox Wealth Advisors
2071
Lenox Wealth Advisors
New York
$471M -$21.5M -4% 12.7% 35.7% 440 17.95% 1.3
Dynamic Advisor Solutions
2072
Dynamic Advisor Solutions
Arizona
$471M -$11.4M -2% 8.67% 70.9% 463 25.7% 1.7
SigFig Wealth Management
2073
SigFig Wealth Management
California
$470M -$13.6M -3% 9.39% 49.3% 47 8.51% 1.1
Index Venture Associates VI
2074
Index Venture Associates VI
Jersey
$470M – – 2.11% 312% 1 – 0
BC
2075
Bruce & Co
Illinois
$470M -$46.4M -9% 6.38% 94.5% 50 20% 3.6