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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)
Ascent Wealth Partners
2801
Ascent Wealth Partners
New York
$524M +$63.6M +14% 7.73% 105% 148 18.24% 3.4
BC
2802
Bruce & Co
Illinois
$524M -$10.2M -2% 2.47% 94.5% 35 14.29% 5.4
Mizuho Securities
2803
Mizuho Securities
Japan
$523M +$40.3M +8% 1.11% 109% 214 14.49% 0.8
Chemung Canal Trust
2804
Chemung Canal Trust
New York
$523M +$24.4M +5% 6.94% 80.9% 121 4.96% 5
Destiny Wealth Partners
2805
Destiny Wealth Partners
Florida
$523M +$43.3M +9% 4.74% 63.7% 558 69.35% 0.5
Rodgers Brothers
2806
Rodgers Brothers
Pennsylvania
$522M +$38.8M +8% 5.24% 108% 207 11.59% 4.6
First Fiduciary Investment Counsel
2807
First Fiduciary Investment Counsel
Ohio
$522M -$2.44M -0.5% 5.52% 48.1% 67 5.97% 3.1
Cartica Management
2808
Cartica Management
District of Columbia
$522M +$148M +40% 11.1% 92.9% 14 21.43% 0.7
Exchange Capital Management
2809
Exchange Capital Management
Michigan
$521M +$38.4M +8% 6.84% 57.8% 164 1.83% 3.9
KWB Wealth
2810
KWB Wealth
California
$521M -$2.19M -0.4% 5.01% 54.8% 85 0% 0.5
Montecito Bank & Trust
2811
Montecito Bank & Trust
California
$521M +$39M +8% 6.81% – 257 6.61% 3.7
HCP
2812
Holt Capital Partners
Texas
$521M +$34.1M +7% 6.39% 69.5% 158 3.16% 4.6
CF
2813
Clarity Financial
Texas
$521M +$26.8M +5% 7.02% 56.8% 154 46.75% 0.3
Kathmere Capital Management
2814
Kathmere Capital Management
Pennsylvania
$520M +$14.2M +3% 4.17% 68.3% 135 5.19% 1.1
Parkside Investments
2815
Parkside Investments
Illinois
$520M +$39.2M +8% 5.35% 70.4% 93 10.75% 2.3
IMOV
2816
Investment Management of Virginia
Virginia
$520M +$23.2M +5% 5.82% 93.4% 167 9.58% 4.5
Smith Anglin Financial
2817
Smith Anglin Financial
Texas
$519M +$56.7M +12% 5.87% 52.8% 150 12.67% 0.4
Pinkerton Retirement Specialists
2818
Pinkerton Retirement Specialists
Idaho
$519M +$42.1M +9% 7.04% 82.9% 105 18.1% 2.2
Advantage Alpha Capital Partners
2819
Advantage Alpha Capital Partners
California
$519M +$43.6M +9% 7.78% 79.2% 135 6.67% 0.8
Chatham Capital Group
2820
Chatham Capital Group
Georgia
$517M +$39.5M +8% 5.54% 97% 194 10.31% 3.9
Resonant Capital Advisors
2821
Resonant Capital Advisors
Wisconsin
$517M +$31M +6% 5.77% 56.5% 176 9.09% 1.3
Princeton Portfolio Strategies Group
2822
Princeton Portfolio Strategies Group
New Jersey
$517M +$766K +0.1% 7.92% 83.8% 157 14.01% 4.9
GIM
2823
Greylin Investment Management
Virginia
$517M +$36.9M +8% 6.79% 52.1% 100 17% 3.4
Towercrest Capital Management
2824
Towercrest Capital Management
Pennsylvania
$516M +$49.1M +11% 4.11% 42.6% 90 7.78% 2.9
OH
2825
Overlook Holdings
British Virgin Islands
$516M +$124M +32% 3.99% – 3 66.67% 2.7