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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)
Highland Private Wealth Management
2226
Highland Private Wealth Management
Washington
$620M -$30.4M -5% 6.3% 19% 198 13.13% 2.9
Romano Brothers & Co
2227
Romano Brothers & Co
Illinois
$620M – – 5.82% 110% 293 – 0
TCI Wealth Advisors
2228
TCI Wealth Advisors
Arizona
$618M -$35.5M -5% 5.08% 65% 2,738 21% 3.2
Common Fund For Nonprofit Organizations
2229
Common Fund For Nonprofit Organizations
Connecticut
$617M -$75.8M -11% 4.61% 70.8% 13 15.38% 1.3
Cozad Asset Management
2230
Cozad Asset Management
Illinois
$616M -$25.4M -4% 3.38% 132% 378 15.34% 2.5
Cipher Capital
2231
Cipher Capital
New York
$616M +$174M +39% 3.87% – 645 78.45% 0.2
Stairway Partners
2232
Stairway Partners
Illinois
$616M -$44.2M -7% 8.14% 48.1% 10 0% 8.5
Private Trust Company
2233
Private Trust Company
Ohio
$616M -$28.4M -4% 5.08% 87.7% 2,264 12.81% 1.1
Connable Office Inc
2234
Connable Office Inc
Michigan
$615M -$38.2M -6% 6.18% 68.3% 220 15% 3.5
Callan Capital
2235
Callan Capital
California
$614M -$34.2M -5% 7.26% 20.1% 131 16.03% 3.1
Nicolet Advisory Services
2236
Nicolet Advisory Services
Wisconsin
$613M -$60.5M -9% 5.22% 62.7% 197 7.61% 2.6
Creative Financial Designs
2237
Creative Financial Designs
Indiana
$612M +$3.18M +0.5% 4.86% 56.2% 1,364 9.24% 2.2
NBT Bank
2238
NBT Bank
New York
$612M -$42.4M -6% 5.38% 77% 233 6.44% 6.3
Towle & Co
2239
Towle & Co
Colorado
$612M -$25.5M -4% 3.94% 172% 77 28.57% 1.1
Aperture Investors
2240
Aperture Investors
New York
$612M +$12M +2% 1.02% 211% 102 33.33% 1
CDAM (UK)
2241
CDAM (UK)
United Kingdom
$611M -$57.1M -9% 7.14% 7.89% 13 15.38% 2.4
DT Investment Partners
2242
DT Investment Partners
Pennsylvania
$611M -$62M -9% 5.6% 58% 473 70.61% 0.8
PrairieView Partners
2243
PrairieView Partners
Minnesota
$611M -$31M -5% 5.89% 34% 495 11.52% 2
Matrix Asset Advisors
2244
Matrix Asset Advisors
New York
$610M -$40.7M -6% 6% 84.9% 88 11.36% 4.4
Stieven Capital Advisors
2245
Stieven Capital Advisors
Missouri
$610M -$23.3M -4% 0.22% 117% 51 15.69% 3.4
Mizuho Bank
2246
Mizuho Bank
Japan
$609M -$45M -7% 6.84% 99.8% 7 0% 2
Skylands Capital
2247
Skylands Capital
Wisconsin
$609M -$73.5M -11% 6.06% 61% 158 15.19% 4.4
Liberty One Investment Management
2248
Liberty One Investment Management
Illinois
$608M +$20M +3% 5.81% 40.3% 153 15.03% 2.2
Hodges Capital Management
2249
Hodges Capital Management
Texas
$608M -$383M -39% 0.87% 200% 230 21.3% 3.4
Telos Capital Management
2250
Telos Capital Management
California
$608M -$47M -7% 6.3% 71.1% 177 6.21% 5.4