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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)
De Burlo Group
2701
De Burlo Group
Massachusetts
$677M -$72M -10% 0.76% 164% 80 7.5% 3.7
Dean Investment Associates
2702
Dean Investment Associates
Ohio
$677M -$24.7M -4% 1.18% 63.5% 220 5.91% 4.3
Red Door Wealth Management
2703
Red Door Wealth Management
Tennessee
$676M +$23.2M +4% 0.76% 100% 251 14.74% 2.6
Bain Capital Life Sciences Investors
2704
Bain Capital Life Sciences Investors
Massachusetts
$676M -$174M -20% 13.3% 507% 26 7.69% 3.1
Stockman Wealth Management
2705
Stockman Wealth Management
Montana
$675M +$36.7M +6% 0.73% 77.5% 176 11.93% 5.2
FCP
2706
Fine Capital Partners
New York
$675M +$7.98M +1% 0.27% 95.5% 1 0% 11.8
Patton Albertson Miller Group
2707
Patton Albertson Miller Group
Tennessee
$673M -$74.1M -10% 3.3% 117% 233 13.73% 5.2
Camden National Bank
2708
Camden National Bank
Maine
$673M +$4.91M +0.7% 2.3% 58.2% 173 11.56% 4
CL
2709
CIM LLC
New York
$673M -$29M -4% 2.31% 108% 171 10.53% 4
Dillon & Associates
2710
Dillon & Associates
Michigan
$673M -$48M -7% 4.11% 117% 82 6.1% 7.7
Golden State Wealth Management
2711
Golden State Wealth Management
California
$673M +$5.57M +0.8% 3.29% – 1,655 12.57% 0.9
Pureheart Capital
2712
Pureheart Capital
$673M -$66.7M -9% 19.4% – 8 25% 0.2
McGuire Investment Group
2713
McGuire Investment Group
Rhode Island
$673M -$19.7M -3% 4.13% 202% 114 7.02% 4.2
SKBA Capital Management
2714
SKBA Capital Management
California
$672M +$39.2M +6% 4.22% 53.9% 86 11.63% 4.2
Torray Investment Partners
2715
Torray Investment Partners
Maryland
$671M -$25.9M -4% 1.69% 97.2% 107 11.21% 5
Auxier Asset Management
2716
Auxier Asset Management
Oregon
$671M +$25.8M +4% 5.71% 71.7% 178 7.3% 8.2
Quantum Financial Advisors
2717
Quantum Financial Advisors
California
$671M +$14.8M +2% 0.59% 68% 203 20.69% 1.6
Capital Investment Counsel Inc
2718
Capital Investment Counsel Inc
North Carolina
$671M +$6.74M +1% 5.7% 174% 259 10.81% 5.2
Turtle Creek Wealth Advisors
2719
Turtle Creek Wealth Advisors
Texas
$670M +$237M +55% 1.18% 112% 127 48.03% 0.7
One Wealth Advisors
2720
One Wealth Advisors
California
$670M -$4.08M -0.6% 1.84% 66% 309 28.16% 1.6
Redwood Capital Management
2721
Redwood Capital Management
New York
$670M +$66.7M +11% 10.3% 313% 13 7.69% 2.8
Manchester Global Management
2722
Manchester Global Management
United Kingdom
$670M -$88.7M -12% 6.9% 156% 29 37.93% 1.1
TT International Asset Management
2723
TT International Asset Management
United Kingdom
$670M -$24.1M -3% 1.74% 331% 73 49.32% 0.6
Johnson Bixby & Associates
2724
Johnson Bixby & Associates
Washington
$669M +$13.4M +2% 0.06% 48.7% 123 12.2% 2.6
Condire Management
2725
Condire Management
Texas
$669M -$21.8M -3% 1.23% 187% 24 25% 1.4