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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)
DA
2876
Dillon & Associates
Michigan
$243M +$7.78M +3% 4.32% 98.2% 75 8% 3.1
CGL
2877
Clarius Group LLC
Washington
$243M +$512K +0.2% 3.91% 92.1% 99 12.12% 1.2
ATC
2878
Argent Trust Co
Tennessee
$242M +$340K +0.1% 3.54% 86.2% 273 15.02% 1.8
RCM
2879
Ratan Capital Management
Florida
$242M +$33.4M +16% 7.55% 616% 34 50% 0.4
IPC
2880
Independent Portfolio Consultants
Florida
$241M -$48.6M -17% 3.51% 32.4% 876 19.06% 1.9
PCP
2881
Proficio Capital Partners
Massachusetts
$241M +$12M +5% 2.5% 97% 1,401 8.49% 1.1
Avidian Wealth Enterprises
2882
Avidian Wealth Enterprises
Texas
$241M -$20.4M -8% 1.92% 71.7% 104 33.65% 1.1
AACA
2883
American Assets Capital Advisers
California
$240M +$65.7M +38% 3.34% 73.5% 35 25.71% 1.7
MAM
2884
Marquette Asset Management
Minnesota
$240M -$5.62M -2% 2.91% 69.6% 92 9.78% 2.7
MFW
2885
Mosaic Family Wealth
Missouri
$240M +$8.6M +4% 1.88% 85.2% 768 10.16% 1.3
TMNFIC
2886
Tokio Marine & Nichido Fire Insurance Company
Japan
$240M +$5.92M +3% 2.67% – 5 20% 2.3
DMK
2887
David M. Knott
$240M +$31.8M +15% 7.42% 81% 94 20.21% 2
ANRIA
2888
American National Registered Investment Advisor
Texas
$239M +$4.02M +2% 2.48% 95.8% 250 0.8% 3.1
OM
2889
Opaleye Management
Massachusetts
$239M +$38.5M +19% 23.8% 748% 53 39.62% 0.9
CYG
2890
Clean Yield Group
Vermont
$239M +$1.68M +0.7% 3.77% 65% 303 58.75% 2.9
ACA
2891
Ackerman Capital Advisors
Texas
$239M – – 2.44% 40.4% 88 – 0
GAM
2892
Gemmer Asset Management
California
$239M +$14.7M +7% 1.87% 90.5% 1,312 7.39% 2.6
NorthRock Partners
2893
NorthRock Partners
Minnesota
$239M +$6.72M +3% 1.23% 62.8% 54 22.22% 1.2
Ritholtz Wealth Management
2894
Ritholtz Wealth Management
New York
$238M – – 2.99% 93% 69 – 0.4
PL
2895
Polianta Ltd
Jersey
$238M +$71.7M +43% 2.99% 31.6% 108 70.37% 0.2
WIP
2896
Wellesley Investment Partners
Massachusetts
$238M +$11.4M +5% 2.12% 22.7% 123 12.2% 1.1
UBWV
2897
United Bank (West Virginia)
West Virginia
$238M +$8.21M +4% 0.5% 22.5% 109 4.59% 3
UF
2898
Univest Financial
Pennsylvania
$238M +$9.08M +4% 4.92% 82.6% 96 8.33% 2.9
MWP
2899
Moller Wealth Partners
$238M +$8.93M +4% 2.59% 44.1% 49 12.24% 2.9
Pathstone Family Office
2900
Pathstone Family Office
New Jersey
$237M +$55.9M +31% 3.46% 38.9% 729 57.48% 0.5