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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)
Mitchell McLeod Pugh & Williams
3001
Mitchell McLeod Pugh & Williams
Alabama
$700M +$78.6M +13% 2.9% 90.7% 301 11.3% 6.1
CFGSD
3002
Compass Financial Group (South Dakota)
South Dakota
$700M +$35M +5% 1.3% 72% 104 1.92% 2.5
Kelman-Lazarov Inc
3003
Kelman-Lazarov Inc
Tennessee
$700M +$25.8M +4% 2.11% 46.6% 137 5.84% 4.5
Dean Investment Associates
3004
Dean Investment Associates
Ohio
$700M -$13.2M -2% 3.05% 63.5% 209 8.13% 4.7
Intelligence Driven Advisers
3005
Intelligence Driven Advisers
California
$700M -$21.7M -3% 2.62% 65.6% 146 20.55% 2
Crews Bank & Trust
3006
Crews Bank & Trust
Florida
$699M +$15.5M +2% 2.12% – 659 8.95% 0.9
Summit Financial Wealth Advisors
3007
Summit Financial Wealth Advisors
Louisiana
$699M +$53.3M +8% 1.81% 71.4% 207 18.84% 3.9
Torray Investment Partners
3008
Torray Investment Partners
Maryland
$698M -$38.6M -5% 2.1% 97.2% 106 16.98% 4.6
TCM
3009
Trybe Capital Management
Connecticut
$698M -$50.7M -7% 8.67% 681% 14 42.86% 2.1
Titan Global Capital Management USA
3010
Titan Global Capital Management USA
New York
$698M +$19M +3% 6.19% 191% 60 6.67% 2.7
Arlington Financial Advisors
3011
Arlington Financial Advisors
California
$698M +$18.3M +3% 3.4% 67.6% 124 25.81% 3.2
Security National Bank
3012
Security National Bank
Nebraska
$698M +$44.6M +7% 6.09% 125% 402 13.18% 2.3
Cat Rock Capital Management
3013
Cat Rock Capital Management
Connecticut
$697M -$113M -14% 5.08% 66.7% 17 11.76% 2.3
BBES
3014
Buffalo Business & Estate Services
New York
$696M – – 2.58% – 101 – 0
MainStreet Investment Advisors
3015
MainStreet Investment Advisors
Illinois
$696M -$48.1M -6% 1.9% 61% 168 9.52% 4.3
Artemis Wealth Advisors
3016
Artemis Wealth Advisors
New York
$695M -$224M -24% 5.04% 174% 47 34.04% 2.4
Integrity Advisory Solutions
3017
Integrity Advisory Solutions
Texas
$694M +$67.8M +11% 1.59% – 281 17.79% 0.2
Arkansas Financial Group
3018
Arkansas Financial Group
Arkansas
$694M +$14.1M +2% 1.41% 41.4% 99 13.13% 4.3
Mirova
3019
Mirova
France
$694M -$13.9M -2% 1.63% 64.6% 115 23.48% 3.6
Cigna Investments
3020
Cigna Investments
Connecticut
$693M -$16.4M -2% 1.57% 154% 485 7.84% 6.3
Baron Silver Stevens Financial Advisors
3021
Baron Silver Stevens Financial Advisors
Florida
$693M +$9.7M +1% 1.7% 52.1% 152 17.11% 2.8
CFM Wealth Partners
3022
CFM Wealth Partners
Texas
$693M +$3.98M +0.6% 3.4% 152% 148 3.38% 4.2
JC
3023
JBF Capital
Colorado
$693M -$12.8M -2% 2.55% 93.6% 97 39.18% 2.3
Tolleson Wealth Management
3024
Tolleson Wealth Management
Texas
$693M +$46.2M +7% 1.48% 56.2% 97 12.37% 4
Greenup Street Wealth Management
3025
Greenup Street Wealth Management
Michigan
$693M +$41.7M +6% 2.49% 69.8% 152 28.95% 1.7