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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)
Weatherly Asset Management
2126
Weatherly Asset Management
California
$822M +$28.8M +4% 1.45% 116% 206 8.74% 5.1
Fernbridge Capital Management
2127
Fernbridge Capital Management
California
$821M +$1.94M +0.2% 0.53% 12.4% 18 16.67% 0.5
Private Ocean
2128
Private Ocean
California
$821M +$57.8M +8% 1.2% 2.82% 672 34.97% 2.5
Community Bank
2129
Community Bank
New York
$821M -$26.2M -3% 1.08% 73.5% 514 14.01% 4.1
Palisade Asset Management
2130
Palisade Asset Management
Minnesota
$820M -$30M -4% 0.56% 61.8% 185 3.78% 5.4
1834 Investment Advisors
2131
1834 Investment Advisors
Wisconsin
$820M -$7.29M -0.9% 0.91% 68.7% 534 16.48% 3.3
SC
2132
Sasco Capital
Connecticut
$819M -$28.7M -3% 4.73% 15.5% 48 4.17% 3.6
Quantum Capital Management (New Jersey)
2133
Quantum Capital Management (New Jersey)
New Jersey
$819M -$5.74M -0.7% 2.56% 22.7% 34 0% 4.9
RiverPark Advisors
2134
RiverPark Advisors
New York
$818M +$34.3M +4% 1.86% 87.5% 210 35.24% 1.1
TD Capital Management
2135
TD Capital Management
Tennessee
$818M +$16.3M +2% 0.4% 40.5% 379 7.65% 3.2
Ithaka Group
2136
Ithaka Group
Virginia
$818M -$7.27M -0.9% 2.51% 143% 50 30% 3.1
Voya Financial Advisors
2137
Voya Financial Advisors
Connecticut
$817M +$51.4M +7% 0.79% 44.8% 262 8.78% 4.5
Olstein Capital Management
2138
Olstein Capital Management
New York
$816M +$21.8M +3% 2.77% 16.6% 109 2.75% 4.1
Grosvenor Holdings
2139
Grosvenor Holdings
Illinois
$816M -$191M -19% 12.3% 54.3% 25 40% 1
Trinity Street Asset Management
2140
Trinity Street Asset Management
United Kingdom
$816M +$91.8M +13% 4.72% 76.9% 21 14.29% 1.2
Essex Investment Management
2141
Essex Investment Management
Massachusetts
$815M -$44.8M -5% 0.22% 370% 458 17.03% 2.4
Leuthold Group
2142
Leuthold Group
Minnesota
$815M +$526K +0.1% 0.56% 126% 207 16.91% 1.7
Graypoint LLC
2143
Graypoint LLC
New York
$815M +$61.9M +8% 0.4% 72.8% 282 11.7% 1
HighTower Trust
2144
HighTower Trust
Texas
$814M -$4.64M -0.6% 0.36% 90.4% 106 5.66% 3.9
Sage Financial Group
2145
Sage Financial Group
Pennsylvania
$813M +$843K +0.1% 0.69% 67% 72 4.17% 4
Analyst IMS Investment Management Services
2146
Analyst IMS Investment Management Services
Israel
$812M -$22.2M -3% 2.66% 99.4% 103 7.77% 3.7
CDAM (UK)
2147
CDAM (UK)
United Kingdom
$812M +$36.6M +5% 1.8% 7.89% 13 7.69% 2.2
AH Equity Partners III
2148
AH Equity Partners III
California
$811M +$147M +22% 30.8% 42.6% 12 50% 0.3
Colonial Trust Advisors
2149
Colonial Trust Advisors
South Carolina
$811M -$8.33M -1% 0.42% 80% 196 6.12% 4.3
Meridian Wealth Management
2150
Meridian Wealth Management
Kentucky
$811M +$26.1M +3% 0.01% 117% 409 12.22% 1.6