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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)
Groupe Bruxelles Lambert
2826
Groupe Bruxelles Lambert
Belgium
$581M -$281M -33% 32.6% – 1 0% 0.3
Insight Wealth Partners
2827
Insight Wealth Partners
Texas
$581M +$3.92M +0.7% 5.82% 56.2% 88 12.5% 2
Howard Financial Services
2828
Howard Financial Services
Texas
$581M +$61.8M +12% 6.23% 55.9% 167 11.98% 2.7
Hanson & Doremus Investment Management
2829
Hanson & Doremus Investment Management
Vermont
$580M +$50.6M +10% 7.31% 86.3% 535 23.55% 5.8
Montag & Caldwell
2830
Montag & Caldwell
Georgia
$580M +$7.12M +1% 11.9% 91.3% 88 13.64% 4
Capital Investment Counsel Inc
2831
Capital Investment Counsel Inc
North Carolina
$580M +$8.76M +2% 15% 174% 225 6.22% 4.9
CANC
2832
Culbertson A N & Co
Virginia
$579M +$41.6M +8% 8.31% 87.5% 124 5.65% 7.5
EFG Asset Management
2833
EFG Asset Management
Oregon
$579M +$51.8M +10% 16.2% 211% 202 14.85% 1.4
KPF
2834
K2 Principal Fund
Ontario, Canada
$579M -$206M -26% 9.18% 76.5% 345 66.09% 0.3
J.P. Marvel Investment Advisors
2835
J.P. Marvel Investment Advisors
Massachusetts
$578M +$73.4M +15% 19% 195% 73 2.74% 6
Live Oak Private Wealth
2836
Live Oak Private Wealth
North Carolina
$578M +$45.5M +9% 7.92% 74.6% 174 6.32% 3
Flat Footed LLC
2837
Flat Footed LLC
Wyoming
$577M -$356M -38% 16.7% 152% 23 65.22% 0.8
Marquette Asset Management
2838
Marquette Asset Management
Minnesota
$577M +$33.9M +6% 6.62% 69.6% 214 18.22% 3
12th Street Asset Management Company
2839
12th Street Asset Management Company
Tennessee
$577M +$44.9M +8% 11.1% 106% 35 25.71% 3.1
Paradice Investment Management
2840
Paradice Investment Management
Colorado
$577M -$219M -28% 11.4% 72.2% 50 26% 2.8
EFL
2841
ERn Financial LLC
Wisconsin
$577M +$47.9M +9% 6.84% 61.2% 174 5.17% 2.8
Claro Advisors
2842
Claro Advisors
Massachusetts
$576M +$114M +25% 9.74% 98.8% 441 17.23% 2.2
Te Ahumairangi Investment Management
2843
Te Ahumairangi Investment Management
New Zealand
$576M +$47.6M +9% 8.41% 55.5% 90 8.89% 3
SH
2844
Spear Holdings
United Arab Emirates
$575M – – 15.8% – 11 – 0
Johnson Bixby & Associates
2845
Johnson Bixby & Associates
Washington
$575M +$45.6M +9% 5.23% 48.7% 121 15.7% 2
AlphaQuest
2846
AlphaQuest
New York
$575M +$104M +22% 3.68% – 1,851 54.35% 0.1
Toews Corporation
2847
Toews Corporation
New Jersey
$575M +$154M +36% 2.5% 22% 17 35.29% 1.6
Gabelli & Co Investment Advisers
2848
Gabelli & Co Investment Advisers
New York
$575M +$41.8M +8% 10.1% 248% 304 29.61% 1.4
One Wealth Advisors
2849
One Wealth Advisors
California
$575M +$55.3M +11% 6.24% 66% 262 25.95% 1.4
Ironwood Investment Counsel
2850
Ironwood Investment Counsel
Arizona
$573M +$38.4M +7% 8.42% 64% 264 6.82% 4.3