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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)
Arrow Financial
2201
Arrow Financial
New York
$845M +$70M +9% 8.24% 71.1% 341 7.04% 5.7
Capital Investment Advisory Services
2202
Capital Investment Advisory Services
North Carolina
$844M +$52.9M +7% 6.76% 75.7% 841 13.2% 2.1
RKL Wealth Management
2203
RKL Wealth Management
Pennsylvania
$842M +$54.7M +7% 6.65% 76.8% 126 2.38% 4.5
AH Equity Partners LSV I
2204
AH Equity Partners LSV I
California
$842M – – 8.69% – 3 – 0
LP
2205
LGL Partners
Pennsylvania
$841M +$677M +411% 5.74% 68.9% 115 20% 2.4
Lenox Wealth Advisors
2206
Lenox Wealth Advisors
New York
$840M +$62.9M +8% 6.48% 35.7% 1,034 29.69% 1.7
United Asset Strategies
2207
United Asset Strategies
New York
$840M +$64.3M +8% 9.14% 111% 231 19.48% 2.6
Jacobi Capital Management
2208
Jacobi Capital Management
Pennsylvania
$839M +$52.6M +7% 8.39% 83.4% 1,469 70.86% 4.2
HHR Asset Management
2209
HHR Asset Management
New Jersey
$838M -$114M -12% 2.9% 76.3% 38 26.32% 2.2
Olstein Capital Management
2210
Olstein Capital Management
New York
$838M +$22.2M +3% 3.81% 16.6% 108 5.56% 4.4
Quadrant Capital Group
2211
Quadrant Capital Group
Ohio
$838M +$121M +17% 8.22% 118% 2,813 12.83% 3.6
Silverback Asset Management
2212
Silverback Asset Management
North Carolina
$837M +$156M +23% 0.22% 92.1% 85 9.41% 0.5
Red Cedar Investment Management
2213
Red Cedar Investment Management
Michigan
$835M +$69.4M +9% 7.83% 88.8% 104 19.23% 1.1
Mirova
2214
Mirova
France
$835M +$58M +7% 8.97% 64.6% 209 38.76% 1.4
CDAM (UK)
2215
CDAM (UK)
United Kingdom
$834M +$22.5M +3% 11.4% 7.89% 13 7.69% 2.3
Regal Partners
2216
Regal Partners
Australia
$834M -$76.6M -8% 3.47% 146% 16 25% 2.2
Sage Mountain Advisors
2217
Sage Mountain Advisors
Georgia
$834M +$139M +20% 6.56% 67% 741 28.88% 0.5
Bristlecone Advisors
2218
Bristlecone Advisors
Washington
$833M +$69.1M +9% 10.2% 103% 233 9.87% 2.8
Lannebo Fonder
2219
Lannebo Fonder
Sweden
$833M +$25.6M +3% 9.1% 49.8% 36 2.78% 3.7
Barber Financial Group
2220
Barber Financial Group
Kansas
$832M +$59.5M +8% 7.01% 39% 179 20.11% 2.4
RiverPark Advisors
2221
RiverPark Advisors
New York
$832M +$14.1M +2% 0.64% 87.5% 261 50.96% 1
LCM
2222
LH Capital Markets
New York
$832M +$638M +328% 2.13% 12.2% 68 64.71% 0.2
Tensile Capital Management
2223
Tensile Capital Management
California
$832M -$27.7M -3% 0.21% 47.7% 19 21.05% 2.6
First Nebraska Trust
2224
First Nebraska Trust
Nebraska
$831M +$67.1M +9% 10.3% 76.9% 186 6.99% 4.6
Stieven Capital Advisors
2225
Stieven Capital Advisors
Missouri
$831M -$224K -0% 4.11% 117% 54 24.07% 3