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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)
Almanack Investment Partners
2126
Almanack Investment Partners
Pennsylvania
$516M +$83.3M +19% 1.47% 77.8% 336 49.11% 0.8
Oakworth Capital
2127
Oakworth Capital
Alabama
$516M -$9.17M -2% 1.7% 64.3% 675 14.96% 3.8
IFG Advisory
2128
IFG Advisory
Georgia
$516M -$48.3M -9% 1.42% 70.1% 463 40.82% 1
AP
2129
Archon Partners
New Jersey
$515M +$11M +2% 2.6% 99.5% 60 10% 3.2
Pekin Hardy Strauss
2130
Pekin Hardy Strauss
Illinois
$514M +$8.96M +2% 0.84% 102% 219 10.05% 3.4
Cypress Funds
2131
Cypress Funds
California
$513M -$122M -19% 1.68% 100% 25 56% 1.4
Radcliffe Capital Management
2132
Radcliffe Capital Management
Pennsylvania
$513M -$54.5M -10% 0.01% 4.8% 40 5% 1
Regal Investment Advisors
2133
Regal Investment Advisors
Michigan
$512M -$811K -0.2% 1.81% 64.7% 342 16.08% 3.1
Greenwich Wealth Management
2134
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 2.77% 198% 207 17.87% 3.5
Caprock Group
2135
Caprock Group
Idaho
$512M +$654K +0.1% 0.73% – 384 16.15% 2.2
Clear Harbor Asset Management
2136
Clear Harbor Asset Management
Connecticut
$512M +$15.2M +3% 0.19% 98.6% 282 18.09% 3.2
Thompson Investment Management
2137
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 0.2% 100% 190 6.84% 4
Segment Wealth Management
2138
Segment Wealth Management
Texas
$511M +$19.5M +4% 1.48% 102% 208 8.65% 3.1
Signet Financial Management
2139
Signet Financial Management
New Jersey
$511M +$6.48M +1% 1.15% 65.2% 253 11.46% 2.5
Jacobs Asset Management
2140
Jacobs Asset Management
New York
$510M -$29.1M -5% 0.25% 114% 58 31.03% 2.4
Flagship Harbor Advisors
2141
Flagship Harbor Advisors
Massachusetts
$510M +$28.4M +6% 0.97% 75.7% 2,058 10.2% 1.3
Lingotto Investment Management
2142
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 3.7% 388% 7 14.29% 1.7
Granite Investment Advisors
2143
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 1.59% 55.6% 173 12.14% 3.1
Whitegate Investment Counselors
2144
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 1.22% 48% 206 7.77% 3.5
Summit Partners
2145
Summit Partners
Massachusetts
$509M -$51.4M -9% 2.85% 13.7% 8 0% 2.7
Aravt Global
2146
Aravt Global
New York
$508M -$131M -21% 0.24% 83.7% 16 12.5% 1.9
Oslo Pensjonsforsikring
2147
Oslo Pensjonsforsikring
$508M +$7.47M +1% 2.13% 79% 16 0% 2.2
Private Trust Company
2148
Private Trust Company
Ohio
$507M +$11.4M +2% 2.77% 87.7% 388 9.02% 3.8
Twele Capital Management
2149
Twele Capital Management
Minnesota
$507M +$7.94M +2% 0.64% 37.1% 46 0% 5
SAM
2150
Skyline Asset Management
Illinois
$506M -$43.1M -8% 0.44% 26.1% 61 6.56% 3.2