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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)
Blue Whale Capital
2451
Blue Whale Capital
United Kingdom
$621M -$30.5M -5% 0.26% 409% 18 33.33% 1.7
Legacy Advisors
2452
Legacy Advisors
Pennsylvania
$621M -$53.1M -8% 9.1% – 293 13.31% 2.2
Alpine Woods Capital Investors
2453
Alpine Woods Capital Investors
New York
$621M -$19.5M -3% 3.49% 105% 168 11.9% 4.5
Pier Capital
2454
Pier Capital
Connecticut
$620M -$76.6M -11% 5.19% 223% 124 12.1% 1.6
Trust Company
2455
Trust Company
Kansas
$620M -$50M -7% 3.51% 40.6% 329 6.08% 4.7
LVZ Inc
2456
LVZ Inc
Michigan
$620M -$97.5M -14% 4.23% 52.9% 151 18.54% 2.8
Barton Investment Management
2457
Barton Investment Management
Pennsylvania
$619M -$46.6M -7% 7.51% 124% 46 6.52% 6.8
Glassman Wealth Services
2458
Glassman Wealth Services
Virginia
$619M -$1.08M -0.2% 4.01% 62.6% 2,096 14.31% 3.4
Provenance Wealth Advisors
2459
Provenance Wealth Advisors
Florida
$619M – – 4.13% 55.9% 485 – 0
Lombard Odier Asset Management (Switzerland)
2460
Lombard Odier Asset Management (Switzerland)
Switzerland
$618M -$86M -12% 4.79% 135% 157 20.38% 2.3
Mattern Capital Management
2461
Mattern Capital Management
Colorado
$618M +$2.11M +0.3% 4.78% 31.5% 139 6.47% 2.7
Bank Hapoalim BM
2462
Bank Hapoalim BM
Israel
$618M -$96.3M -13% 4.14% 76.6% 156 19.23% 4
Canandaigua National Bank & Trust
2463
Canandaigua National Bank & Trust
New York
$617M +$285K +0% 2.86% – 271 8.49% 6.1
JWBC
2464
J.W. Burns & Co
New York
$617M -$7.03M -1% 4.03% 95.4% 188 13.3% 6.8
BFSG LLC
2465
BFSG LLC
California
$616M +$27.8M +5% 3.19% 81.9% 270 31.48% 2.1
Te Ahumairangi Investment Management
2466
Te Ahumairangi Investment Management
New Zealand
$615M -$119M -16% 4.81% 55.5% 89 4.49% 2.7
Bain Capital Credit
2467
Bain Capital Credit
Massachusetts
$615M +$42.9M +7% 13.2% 14.4% 9 0% 1.3
Teza Capital Management
2468
Teza Capital Management
Illinois
$615M -$1.11M -0.2% 3.61% 133% 811 62.02% 0.3
Gabelli & Co Investment Advisers
2469
Gabelli & Co Investment Advisers
New York
$615M +$17.2M +3% 8.22% 248% 310 30.65% 1.3
Resources Management Corp
2470
Resources Management Corp
Connecticut
$614M -$26.6M -4% 3.64% 78.5% 460 5.65% 3.8
Vantagepoint Investment Advisers
2471
Vantagepoint Investment Advisers
District of Columbia
$613M -$47M -7% 7.4% 42.7% 10 10% 1.5
Essex Investment Management
2472
Essex Investment Management
Massachusetts
$613M -$103M -14% 1.36% 370% 411 23.6% 3.1
Teamwork Financial Advisors
2473
Teamwork Financial Advisors
Texas
$613M -$2.78M -0.5% 2.38% 134% 211 14.69% 1.7
KCM
2474
Kynam Capital Management
New Jersey
$611M -$116M -16% 8.13% 320% 34 35.29% 1.1
John G. Ullman & Associates
2475
John G. Ullman & Associates
New York
$611M -$36.8M -6% 3.19% 156% 182 7.69% 4