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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)
Coliseum Capital Management
2051
Coliseum Capital Management
Connecticut
$1.03B -$87.9M -8% 6.5% 41.1% 16 25% 3
Brandywine Oak Private Wealth
2052
Brandywine Oak Private Wealth
Pennsylvania
$1.03B +$59.7M +6% 6.28% 62.2% 241 7.47% 4.2
Connors Investor Services
2053
Connors Investor Services
Pennsylvania
$1.03B +$72.2M +8% 9.71% 125% 168 14.88% 4.8
Amica Mutual Insurance
2054
Amica Mutual Insurance
Rhode Island
$1.03B +$26.2M +3% 6.47% 80.4% 138 7.25% 4.1
LRI Investments
2055
LRI Investments
Florida
$1.03B +$152M +17% 11.5% – 1,219 13.04% 0.4
Central Securities
2056
Central Securities
New York
$1.03B +$15.7M +2% 7.05% 90.2% 28 3.57% 7.7
AL
2057
Arnhold LLC
New York
$1.03B +$83.2M +9% 9.98% 164% 122 11.48% 4.2
AIP LLC
2058
AIP LLC
New York
$1.03B -$3.8M -0.4% 15.8% 54.9% 5 40% 1
SCM
2059
SIR Capital Management
New York
$1.03B +$22.7M +2% 2.25% 71.1% 92 41.3% 0.9
First Nebraska Trust
2060
First Nebraska Trust
Nebraska
$1.03B +$57.8M +6% 6.87% 67.9% 201 5.47% 6
Taurus Asset Management
2061
Taurus Asset Management
New York
$1.03B +$40.1M +4% 5.33% 26.9% 93 9.68% 7.2
Wellesley Asset Management
2062
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 0% 0% 49 0% 0.9
Clearwater Capital Advisors
2063
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 5.12% 44.7% 177 14.12% 4.5
Callahan Advisors
2064
Callahan Advisors
Texas
$1.03B +$64.6M +7% 8.1% 87.7% 149 5.37% 6.2
GDS Wealth Management
2065
GDS Wealth Management
Texas
$1.03B +$115M +13% 5.5% 82.2% 175 25.14% 1.6
Petrus Trust Company
2066
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 7.58% 36.9% 788 58.88% 0.6
Verus Capital Partners
2067
Verus Capital Partners
Arizona
$1.02B +$57.7M +6% 4.87% 139% 382 14.4% 2.6
Transamerica Financial Advisors
2068
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 4.88% 77.1% 668 28.59% 2.3
J.M. Forbes & Co
2069
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 5.93% 112% 139 5.04% 5.9
CVC Management Holdings II
2070
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 16% – 4 0% 0.5
Soltis Investment Advisors
2071
Soltis Investment Advisors
Utah
$1.02B +$78.3M +8% 5.75% 80.8% 382 17.8% 2.3
Palisade Asset Management
2072
Palisade Asset Management
Minnesota
$1.02B +$54.2M +6% 9.62% 61.8% 199 5.03% 7.2
Verity & Verity
2073
Verity & Verity
South Carolina
$1.02B +$103M +11% 10.2% 90.4% 123 13.01% 4.8
Sunbelt Securities
2074
Sunbelt Securities
Texas
$1.02B +$42.2M +4% 5.57% 83.5% 1,926 11.99% 1.9
Nexus Investment Management
2075
Nexus Investment Management
Ontario, Canada
$1.02B +$67.6M +7% 7.51% 93.5% 76 7.89% 7.2