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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)
Levin Capital Strategies
2051
Levin Capital Strategies
New York
$744M +$5.93M +0.8% 13.4% 88.6% 303 40.59% 3.4
First Business Financial Services
2052
First Business Financial Services
Wisconsin
$744M +$43.9M +6% 9.19% 74% 172 11.63% 3.4
Patriot Financial Group Insurance Agency
2053
Patriot Financial Group Insurance Agency
Massachusetts
$744M +$334M +81% 9.79% 97.3% 454 16.3% 3.7
Gallagher Fiduciary Advisors
2054
Gallagher Fiduciary Advisors
Illinois
$743M -$230M -24% 24.2% 25.1% 5 0% 5.9
Marble Harbor Investment Counsel
2055
Marble Harbor Investment Counsel
Massachusetts
$743M +$87.4M +13% 12.2% 66.7% 190 12.63% 5.7
Longbow Finance
2056
Longbow Finance
Switzerland
$742M – – 11% 162% 57 – 0
WMC
2057
Westwood Management Corporation
Illinois
$742M -$19.4M -3% 3.15% 44.3% 75 10.67% 5
Leuthold Group
2058
Leuthold Group
Minnesota
$742M +$78.4M +12% 11.1% 126% 213 25.35% 1.9
Dynamo Internacional Gestao de Recursos
2059
Dynamo Internacional Gestao de Recursos
Brazil
$742M +$34.6M +5% 8.57% 34.1% 17 23.53% 2
Grassi Investment Management
2060
Grassi Investment Management
California
$741M +$55M +8% 13.4% 170% 128 12.5% 5.6
SNS Financial Group
2061
SNS Financial Group
Minnesota
$741M +$45.4M +7% 7.35% 54.2% 210 10.95% 4.1
Webster Bank
2062
Webster Bank
Connecticut
$740M +$49.8M +7% 9.15% 77.5% 553 5.97% 5.2
Ion Asset Management
2063
Ion Asset Management
Israel
$739M +$103M +16% 10.3% 125% 44 34.09% 1.2
FengHe Fund Management
2064
FengHe Fund Management
Singapore
$739M +$345M +88% 18.1% 902% 19 57.89% 0.2
True Link Financial Advisors
2065
True Link Financial Advisors
California
$738M +$47.5M +7% 4.32% 27.3% 131 15.27% 1.5
Nottingham Advisors
2066
Nottingham Advisors
New York
$738M +$43.9M +6% 7.26% 44.3% 150 16.67% 3.6
Arrow Financial
2067
Arrow Financial
New York
$737M +$51.5M +8% 9.2% 71.1% 341 2.93% 6.5
Private Capital Management (Florida)
2068
Private Capital Management (Florida)
Florida
$737M +$45.3M +7% 13.9% 118% 160 38.75% 1.7
Bayview Asset Management
2069
Bayview Asset Management
Florida
$736M -$118M -14% 9.2% 55.4% 11 63.64% 1.2
Simplicity Solutions
2070
Simplicity Solutions
Minnesota
$735M +$45.3M +7% 9.96% 37.1% 737 22.12% 2
Summit Creek Advisors
2071
Summit Creek Advisors
Minnesota
$735M +$8.68M +1% 4.53% 68.8% 74 10.81% 3.3
Hitchwood Capital Management
2072
Hitchwood Capital Management
New York
$733M +$252M +52% 4.24% 275% 22 27.27% 1.2
MG
2073
Magnolia Group
Nebraska
$733M +$71.4M +11% 7.94% 9.52% 12 16.67% 2.4
Beacon Financial Group
2074
Beacon Financial Group
Texas
$733M +$89.4M +14% 8.84% 66.6% 242 14.46% 4.6
Weatherly Asset Management
2075
Weatherly Asset Management
California
$733M +$36.8M +5% 7.99% 116% 176 3.41% 6.7