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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)
Stearns Financial Services Group
2176
Stearns Financial Services Group
North Carolina
$409M +$23.5M +6% 4.8% 26.1% 134 8.21% 2.8
Sage Financial Group
2177
Sage Financial Group
Pennsylvania
$408M +$18.1M +5% 5.38% 62% 55 14.55% 1.8
HITE Hedge Asset Management
2178
HITE Hedge Asset Management
Massachusetts
$408M +$21.8M +6% 4.97% 54.4% 71 50.7% 0.9
IMOV
2179
Investment Management of Virginia
Virginia
$407M -$11.6M -3% 1.56% 93.4% 149 10.07% 2.8
Silverback Asset Management
2180
Silverback Asset Management
North Carolina
$407M +$84M +26% 0.07% 92.1% 35 17.14% 0.6
Adams Street Partners
2181
Adams Street Partners
Illinois
$407M +$43.3M +12% 28.2% 399% 19 63.16% 0.9
Cabot Wealth Management
2182
Cabot Wealth Management
Massachusetts
$406M +$37M +10% 8.6% 69.3% 152 14.47% 2.3
Elm Ridge Management
2183
Elm Ridge Management
New York
$405M -$60.8M -13% 10.2% 93.6% 38 26.32% 1.5
Evanson Asset Management
2184
Evanson Asset Management
California
$405M +$45.6M +13% 9.43% 66.6% 233 11.59% 2.2
Savant Capital
2185
Savant Capital
Illinois
$404M +$32.1M +9% 7.44% 61.2% 270 7.78% 2.5
CWM
2186
Cornerstone Wealth Management
Missouri
$404M +$92.6M +30% 4.93% 69.8% 357 26.33% 0.5
SCM
2187
Symons Capital Management
Pennsylvania
$404M -$6.69M -2% 2.69% 25.4% 78 39.74% 1.4
Brown Advisory Securities
2188
Brown Advisory Securities
Maryland
$403M +$36.4M +10% 6.33% 51% 371 14.56% 2.2
Ativo Capital Management
2189
Ativo Capital Management
Illinois
$403M -$21.6M -5% 8.51% 63.8% 247 20.65% 1.6
Annex Advisory Services
2190
Annex Advisory Services
Wisconsin
$402M -$9.37M -2% 5.71% 85.8% 125 16.8% 2.3
Private Vista
2191
Private Vista
Illinois
$402M +$53M +15% 3.25% 10.1% 80 25% 0.8
Heathbridge Capital Management
2192
Heathbridge Capital Management
Ontario, Canada
$402M -$21.5M -5% 8.85% 58.7% 29 10.34% 3
QCMC
2193
Quantum Capital Management (California)
California
$402M +$30.4M +8% 7.55% 53.7% 204 30.39% 1.7
FDO Partners
2194
FDO Partners
Massachusetts
$402M +$153M +62% 0.38% – 305 67.21% 0.2
AAM
2195
AO Asset Management
New York
$401M +$102M +34% 20.6% 127% 38 57.89% 0.5
Accredited Investors
2196
Accredited Investors
Minnesota
$401M +$15.2M +4% 4.87% 74% 113 16.81% 2.2
Oakwood Capital Management
2197
Oakwood Capital Management
California
$401M +$10.3M +3% 2.55% 72.7% 79 12.66% 2.5
Empirical Wealth Management
2198
Empirical Wealth Management
Washington
$401M -$6.14M -2% 2.36% 78.8% 139 18.71% 2.2
Alexandria Capital
2199
Alexandria Capital
Virginia
$401M +$10.6M +3% 5.89% 66.8% 684 15.35% 2.5
ASA
2200
Armstrong Shaw Associates
Connecticut
$400M -$20.5M -5% 4.05% 51.2% 47 17.02% 2.2