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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)
One Capital Management
2401
One Capital Management
California
$287M -$2.24B -89% 2.28% 50.5% 130 8.46% 1.9
Gallagher Fiduciary Advisors
2402
Gallagher Fiduciary Advisors
Illinois
$287M +$54.5M +23% 5.03% 25.1% 6 16.67% 1.4
Ropes Wealth Advisors
2403
Ropes Wealth Advisors
Massachusetts
$287M +$60.4M +27% 3.98% 71% 561 30.12% 0.8
MTIP
2404
Magee Thomson Investment Partners
California
$286M -$31M -10% 4.53% 94.3% 123 37.4% 0.9
Modera Wealth Management
2405
Modera Wealth Management
New Jersey
$286M -$193K -0.1% 3.07% 68.2% 121 25.62% 1.7
Baxter Bros Inc
2406
Baxter Bros Inc
Connecticut
$286M – – 2.31% 73.8% 105 – 2.4
Raytheon Master Pension Trust
2407
Raytheon Master Pension Trust
Massachusetts
$286M -$162M -36% 1.55% 36.3% 11 45.45% 0.9
MAA
2408
Mraz Amerine & Associates
California
$286M +$13.9M +5% 5.23% 69.8% 166 13.25% 2.2
Advisor Partners
2409
Advisor Partners
California
$286M +$16.7M +6% 3.4% 63.8% 420 18.1% 1.5
J.P. Marvel Investment Advisors
2410
J.P. Marvel Investment Advisors
Massachusetts
$285M +$7.78M +3% 5.51% 183% 89 13.48% 2.4
Highstreet Asset Management
2411
Highstreet Asset Management
Ontario, Canada
$285M +$11M +4% 3.89% 22.5% 160 22.5% 1.6
HighPoint Advisor Group
2412
HighPoint Advisor Group
Illinois
$285M +$121M +74% 4.49% – 310 37.1% 0.5
Alibaba Group
2413
Alibaba Group
Hong Kong
$285M +$37.5M +15% 27.6% 2.06% 3 0% 0.5
Sunflower Bank Wealth Management
2414
Sunflower Bank Wealth Management
Arizona
$285M +$4.93M +2% 2.19% 33.7% 92 5.43% 2.6
Yorktown Energy Partners VIII
2415
Yorktown Energy Partners VIII
New York
$284M +$11.7M +4% 4.3% 15.2% 2 0% 0.5
Engaged Capital
2416
Engaged Capital
California
$284M -$12M -4% 0.22% 26.2% 13 15.38% 1.1
Gibson Capital
2417
Gibson Capital
Pennsylvania
$284M +$4.98M +2% 3.23% 67.2% 32 3.13% 2.2
First American Trust
2418
First American Trust
California
$283M -$1.93M -0.7% 4.03% 84.6% 111 14.41% 1.8
PCMK
2419
Paragon Capital Management (Kansas)
Kansas
$283M +$26.7M +10% 1.85% 87.5% 62 14.52% 2.2
VAM
2420
Visionary Asset Management
Texas
$282M -$446K -0.2% 3.55% 31.9% 114 35.09% 0.5
CenturyLink Investment Management
2421
CenturyLink Investment Management
Colorado
$282M +$5.69M +2% 2.3% – 266 24.81% 1.7
CFP
2422
Cornerstone Financial Partners
North Carolina
$282M +$23.6M +9% 2.43% – 187 35.83% 0.3
Duncker Streett & Co
2423
Duncker Streett & Co
Missouri
$281M +$11M +4% 3.89% 90.9% 631 5.39% 2.5
Longfellow Investment Management
2424
Longfellow Investment Management
Massachusetts
$281M +$35.1M +14% 28.3% 45.9% 65 80% 0.3
CKW Financial Group
2425
CKW Financial Group
Hawaii
$281M +$13.9M +5% 0.79% 62.4% 177 12.99% 2