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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)
Vancity Investment Management
2576
Vancity Investment Management
British Columbia, Canada
$730M – – 1.36% – 73 – 2.2
AAA
2577
Adams Asset Advisors
Texas
$729M -$49.5M -6% 0.88% 66.8% 80 7.5% 5.2
Mainstay Capital Management
2578
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 0.56% 131% 117 17.95% 2.7
Hill Investment Group Partners
2579
Hill Investment Group Partners
Missouri
$728M -$18.1M -2% 0.06% 50.6% 82 41.46% 2.5
ShawSpring Partners
2580
ShawSpring Partners
Massachusetts
$728M -$27.2M -4% 8.5% 3.53% 12 25% 1.2
Consolidated Planning Corp
2581
Consolidated Planning Corp
Georgia
$726M -$8.33M -1% 1.15% 84.6% 222 29.28% 2
AIC
2582
AWM Investment Company
New York
$726M -$94.9M -12% 7.58% 778% 104 25% 3.2
Cynosure Group
2583
Cynosure Group
Utah
$726M +$56.4M +8% 2.91% 63% 389 9.25% 1.1
Iron Gate Global Advisors
2584
Iron Gate Global Advisors
Utah
$725M +$16.6M +2% 1.66% 106% 103 23.3% 3.4
Silverback Asset Management
2585
Silverback Asset Management
North Carolina
$724M +$56.6M +8% 9.29% 92.1% 62 17.74% 0.7
Navellier & Associates
2586
Navellier & Associates
Nevada
$724M -$110M -13% 0.39% 361% 384 36.46% 1.8
CVC Management Holdings II
2587
CVC Management Holdings II
Jersey
$724M -$163M -18% 17.6% – 3 0% 1
Moisand Fitzgerald Tamayo
2588
Moisand Fitzgerald Tamayo
Florida
$723M +$15.4M +2% 0.2% 51.1% 620 7.42% 3.8
Central Pacific Bank - Trust Division
2589
Central Pacific Bank - Trust Division
Hawaii
$723M -$41M -5% 1.1% – 924 13.53% 0.8
Red Cedar Investment Management
2590
Red Cedar Investment Management
Michigan
$723M -$73.1M -9% 1.66% 88.8% 83 12.05% 2.8
Managed Asset Portfolios
2591
Managed Asset Portfolios
Michigan
$722M +$47.2M +7% 3.69% 99.2% 56 17.86% 3.9
Coppell Advisory Solutions
2592
Coppell Advisory Solutions
Texas
$721M +$5.72M +0.8% 0.51% – 2,023 85.62% 1.8
Great Waters Wealth Management
2593
Great Waters Wealth Management
Minnesota
$721M -$58.5M -8% 0.83% 49% 116 14.66% 1.8
Sendero Wealth Management
2594
Sendero Wealth Management
Texas
$721M +$49.3M +7% 2.83% 99.2% 192 19.27% 1.6
Minneapolis Portfolio Management Group
2595
Minneapolis Portfolio Management Group
Minnesota
$720M -$38.5M -5% 1.51% 140% 30 3.33% 4.7
Inspirion Wealth Advisors
2596
Inspirion Wealth Advisors
Illinois
$720M +$3.97M +0.6% 0.14% 52.5% 170 15.88% 4.3
Fractal Investments
2597
Fractal Investments
Connecticut
$720M +$66.1M +10% 7.77% 74.2% 82 18.29% 1.9
River Wealth Advisors
2598
River Wealth Advisors
Pennsylvania
$720M -$34.9M -5% 2.94% 80.3% 209 7.18% 6.1
Symmetry Partners
2599
Symmetry Partners
Connecticut
$719M +$16M +2% 0.57% 61.4% 143 15.38% 2.6
Atlas Private Wealth Advisors
2600
Atlas Private Wealth Advisors
New Jersey
$717M +$12.3M +2% 2.08% 57.8% 192 15.63% 2