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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)
BPIH
2601
Broad Peak Investment Holdings
Singapore
$621M -$195M -24% 7.17% 52.2% 22 13.64% 0.9
City Holding Co
2602
City Holding Co
West Virginia
$620M +$59M +11% 10.8% 89.2% 527 10.25% 6
Nemes Rush Group
2603
Nemes Rush Group
Michigan
$620M +$68.5M +12% 12.9% 111% 704 12.36% 0.5
Insight Wealth Strategies
2604
Insight Wealth Strategies
California
$619M +$101M +20% 7.52% 83.5% 155 9.03% 2.7
NRA
2605
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 10.6% 26.2% 51 29.41% 1.8
Intelligence Driven Advisers
2606
Intelligence Driven Advisers
California
$619M +$55.6M +10% 8.93% 65.6% 105 32.38% 1.7
Hartline Investment Corp
2607
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 15% 222% 112 9.82% 2.6
Torray Investment Partners
2608
Torray Investment Partners
Maryland
$618M +$51.1M +9% 12% 97.2% 97 6.19% 5.2
Auxier Asset Management
2609
Auxier Asset Management
Oregon
$618M +$32M +5% 8.28% 71.7% 174 5.17% 7.2
Waterloo Capital
2610
Waterloo Capital
Texas
$618M +$277M +81% 9.72% 79.8% 397 60.96% 0.8
SYM Financial Corp
2611
SYM Financial Corp
Indiana
$618M +$54.3M +10% 9.44% 64.3% 207 24.15% 1.8
St. James Investment Company
2612
St. James Investment Company
Texas
$617M -$39.4M -6% 5.33% 43.8% 27 11.11% 3.4
Institute for Wealth Management
2613
Institute for Wealth Management
Colorado
$616M +$61.9M +11% 13.2% 137% 498 10.44% 3.6
VCM
2614
Violich Capital Management
California
$616M +$29.9M +5% 9.25% 111% 107 14.02% 6.7
Arvest Investments
2615
Arvest Investments
Arkansas
$616M – – 8.26% 50% 154 – 0
Opus Capital Group
2616
Opus Capital Group
Ohio
$615M +$51.4M +9% 8.92% 53.7% 124 6.45% 4.5
Covalis Capital
2617
Covalis Capital
United Kingdom
$615M +$49.8M +9% 2.44% 37.9% 81 67.9% 0.3
Freshford Capital Management
2618
Freshford Capital Management
New York
$615M +$13.3M +2% 11.2% 97.3% 24 33.33% 1.8
RIA
2619
RPG Investment Advisory
California
$614M +$70.3M +13% 13% 186% 87 9.2% 4.1
Financial Management Professionals
2620
Financial Management Professionals
Texas
$614M +$45M +8% 9.62% 67.3% 1,091 15.12% 3
Sax Wealth Advisors
2621
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 10.7% 64.3% 196 12.76% 2
Oslo Pensjonsforsikring
2622
Oslo Pensjonsforsikring
$613M +$61.9M +11% 11.7% 79% 17 5.88% 5
Ullmann Wealth Partners Group
2623
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 10.3% 62.2% 105 8.57% 3.2
Heck Capital Advisors
2624
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 9.44% 67% 208 20.67% 2.6
Ascent Wealth Partners
2625
Ascent Wealth Partners
New York
$612M +$69.5M +13% 11% 105% 165 7.88% 3.8