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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)
JNBA Financial Advisors
2151
JNBA Financial Advisors
Minnesota
$448M +$7.91M +2% 3.74% 61.8% 495 7.68% 2.5
BC
2152
Bruce & Co
Illinois
$447M +$9.6M +2% 2.95% 94.5% 50 2% 3
PAM
2153
Premier Asset Management
Illinois
$446M +$12.6M +3% 5.84% 104% 115 12.17% 2.2
Savant Capital
2154
Savant Capital
Illinois
$446M +$22.5M +5% 5.78% 61.2% 280 8.21% 2.8
BDT Capital Partners
2155
BDT Capital Partners
Illinois
$446M +$24.3M +6% 5.77% 25.5% 1 0% 4.3
Cabot Wealth Management
2156
Cabot Wealth Management
Massachusetts
$446M +$15.5M +4% 4.44% 69.3% 145 16.55% 2.5
Vestor Capital
2157
Vestor Capital
Illinois
$445M +$33.9M +8% 5.44% 188% 131 17.56% 2.2
Fiduciary Group
2158
Fiduciary Group
Georgia
$444M +$10.9M +3% 3.42% 67.1% 182 5.49% 2
TRUE Private Wealth Advisors
2159
TRUE Private Wealth Advisors
Oregon
$444M +$12.4M +3% 4.31% 89.2% 159 7.55% 1.3
Modera Wealth Management
2160
Modera Wealth Management
New Jersey
$444M +$32.1M +8% 3.23% 68.2% 136 14.71% 2.2
Trigran Investments
2161
Trigran Investments
Illinois
$444M +$53.3M +14% 6.2% 30.2% 19 10.53% 2.3
GA
2162
GFS Advisors
Texas
$444M -$16.7M -4% 3.03% 97.9% 146 8.22% 2.5
Pacific Global Investment Management
2163
Pacific Global Investment Management
California
$443M +$8.49M +2% 6.78% 48% 230 11.74% 3.1
Yale University
2164
Yale University
Connecticut
$443M +$30.6M +7% 4.58% 33.7% 6 33.33% 0.7
Catawba Capital Management
2165
Catawba Capital Management
Virginia
$443M +$3.72M +0.8% 4.4% 33.1% 237 11.81% 3
Overbrook Management Corp
2166
Overbrook Management Corp
New York
$442M -$21.8M -5% 2.75% 157% 78 11.54% 2.8
Valeo Financial Advisors
2167
Valeo Financial Advisors
Indiana
$442M – – 5.09% 82.7% 1,202 – 0
Baltimore-Washington Financial Advisors
2168
Baltimore-Washington Financial Advisors
Maryland
$440M +$24.2M +6% 4.01% 80.6% 77 11.69% 2.5
HighVista Strategies
2169
HighVista Strategies
Massachusetts
$440M +$1.38M +0.3% 5.31% 622% 281 38.79% 0.6
Opus Capital Group
2170
Opus Capital Group
Ohio
$440M -$70.6M -14% 5.48% 49.7% 255 23.14% 1.7
PSquared Asset Management
2171
PSquared Asset Management
Switzerland
$440M +$33.3M +8% 3.39% 178% 7 42.86% 0.4
Bank Hapoalim BM
2172
Bank Hapoalim BM
Israel
$440M +$19.2M +5% 5.94% 76.6% 227 14.54% 2
Boxer Capital
2173
Boxer Capital
California
$439M +$18.8M +4% 38% 262% 33 27.27% 0.8
Chemung Canal Trust
2174
Chemung Canal Trust
New York
$439M +$8.93M +2% 4.94% 80.9% 128 10.94% 3.1
Beese Fulmer Investment Management
2175
Beese Fulmer Investment Management
Ohio
$439M +$19.3M +5% 4.02% 113% 193 9.33% 2.8