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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)
FPFS
2101
First Personal Financial Services
North Carolina
$474M +$18M +4% 4.85% 31.5% 901 13.54% 1.5
Soma Equity Partners
2102
Soma Equity Partners
California
$474M +$125M +36% 16.5% 151% 18 38.89% 0.5
AAM
2103
AO Asset Management
New York
$474M +$62.1M +15% 11.5% 127% 33 36.36% 0.9
Venturi Wealth Management
2104
Venturi Wealth Management
Texas
$473M +$33.3M +8% 4.5% 101% 202 19.8% 1
HSG Holding
2105
HSG Holding
Hong Kong
$473M +$24.5M +5% 7.36% 2.94% 7 0% 2.3
CCMD
2106
Cypress Capital Management (Delaware)
Delaware
$472M +$53.7M +13% 6.12% 25.6% 137 15.33% 1.5
AB
2107
Atlas Brown
Kentucky
$471M +$357M +312% 10% 115% 136 11.03% 3
GTC
2108
Ghost Tree Capital
New York
$471M -$10.2M -2% 26.3% 265% 94 62.77% 0.5
G.F.W. Energy X
2109
G.F.W. Energy X
Texas
$470M +$42.6M +10% 10% 71.3% 2 0% 0.6
BBR Partners
2110
BBR Partners
New York
$470M -$852K -0.2% 7.48% 63.4% 77 23.38% 1.9
Professional Advisory Services
2111
Professional Advisory Services
Florida
$469M +$8.46M +2% 2.04% 69.3% 62 6.45% 2.9
Cypress Capital Group
2112
Cypress Capital Group
Florida
$469M +$17.7M +4% 4.54% 97.8% 212 9.91% 2.8
Rutabaga Capital Management
2113
Rutabaga Capital Management
Massachusetts
$469M -$66.3M -12% 11.7% 57% 57 17.54% 2.2
North Tide Capital
2114
North Tide Capital
Massachusetts
$469M +$19.5M +4% 2.03% 14.8% 16 43.75% 1.4
Evanson Asset Management
2115
Evanson Asset Management
California
$468M +$33.2M +8% 5.84% 66.6% 240 8.75% 2.5
KLS Professional Advisors Group
2116
KLS Professional Advisors Group
New York
$467M +$15.3M +3% 3.49% 38% 7 0% 1.8
Seminole Management
2117
Seminole Management
New York
$466M +$57.9M +14% 11.6% 95.4% 34 73.53% 0.9
INCA Investments
2118
INCA Investments
Florida
$466M +$37.9M +9% 11.1% 128% 11 9.09% 2.1
First Interstate Bank
2119
First Interstate Bank
Montana
$465M -$18.2M -4% 3.75% 48.2% 746 15.15% 1.7
Buckhead Capital Management
2120
Buckhead Capital Management
Georgia
$465M -$85.2M -15% 4.38% 67.6% 176 3.98% 3.1
Cypress Asset Management
2121
Cypress Asset Management
Texas
$465M -$23.5M -5% 3.71% 141% 201 10.45% 3
L. Roy Papp & Associates
2122
L. Roy Papp & Associates
Arizona
$463M -$269K -0.1% 5.05% 80.1% 152 17.11% 3.2
Brown Advisory Securities
2123
Brown Advisory Securities
Maryland
$462M +$26.7M +6% 4.67% 51% 390 7.69% 2.4
Waverly Advisors
2124
Waverly Advisors
Alabama
$461M +$63M +16% 3.32% 67.6% 241 12.03% 1.5
Private Trust Company
2125
Private Trust Company
Ohio
$459M +$912K +0.2% 4.07% 87.7% 393 13.23% 2.5