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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)
Harbor Group
3151
Harbor Group
New Hampshire
$564M +$63.6M +13% 6.63% 43% 102 7.84% 2.4
Jacobson & Schmitt Advisors
3152
Jacobson & Schmitt Advisors
Wisconsin
$564M +$75M +15% 15.3% 70.3% 71 43.66% 2.8
Hazelview Securities
3153
Hazelview Securities
Ontario, Canada
$564M +$14M +3% 0.43% – 36 36.11% 1.7
Morton Capital Management
3154
Morton Capital Management
California
$564M +$46.4M +9% 7.15% 75.4% 128 14.84% 2.2
Blueprint Investment Partners
3155
Blueprint Investment Partners
North Carolina
$564M +$16.3M +3% 9.47% 90.8% 118 66.95% 2
Kesler Norman & Wride
3156
Kesler Norman & Wride
Utah
$564M +$38.2M +7% 10.2% 76% 229 11.79% 2.5
Hohimer Wealth Management
3157
Hohimer Wealth Management
Washington
$564M +$50.1M +10% 12.6% 99.7% 304 27.3% 2
Bellecapital
3158
Bellecapital
Switzerland
$563M +$57M +11% 14.2% 152% 147 14.97% 3.4
Trust Company of the South
3159
Trust Company of the South
North Carolina
$563M +$84.7M +18% 7.52% 70.2% 131 9.92% 1.3
Opes Wealth Management
3160
Opes Wealth Management
California
$563M +$67.7M +14% 7.27% 54.1% 151 9.27% 3.3
Drexel Morgan & Co
3161
Drexel Morgan & Co
Pennsylvania
$563M +$86.7M +18% 4.73% 50.1% 56 3.57% 7.6
Point72 Asia (Singapore)
3162
Point72 Asia (Singapore)
Singapore
$563M +$182M +48% 10.7% – 1,336 73.88% 0.2
Chandler Asset Management
3163
Chandler Asset Management
California
$563M +$32.5M +6% 6.01% 35.6% 25 12% 5.2
DSG Capital Advisors
3164
DSG Capital Advisors
Minnesota
$563M +$67.5M +14% 13.2% – 132 15.91% 0.4
Austin Wealth Management
3165
Austin Wealth Management
Texas
$562M +$63.2M +13% 7.29% 48.2% 146 17.12% 1.3
Sierra Summit Advisors
3166
Sierra Summit Advisors
Nevada
$562M +$100M +22% 28.2% – 222 40.54% 0.8
Capital Group Investment Management
3167
Capital Group Investment Management
Singapore
$561M +$71.7M +15% 20.5% 145% 153 14.38% 1.8
Laffer Tengler Investments
3168
Laffer Tengler Investments
Tennessee
$561M +$91.5M +19% 15.5% 96.5% 175 31.43% 2.4
Gemsstock Ltd
3169
Gemsstock Ltd
United Kingdom
$561M +$295M +111% 8.4% 149% 21 33.33% 0.6
Deltec Asset Management
3170
Deltec Asset Management
New York
$561M +$95.5M +21% 20.8% 128% 215 34.88% 2.7
FBT
3171
First Bank & Trust
South Dakota
$561M +$44.1M +9% 9.44% 85.6% 253 11.86% 3.8
Oliver Luxxe Assets
3172
Oliver Luxxe Assets
New Jersey
$560M +$22.2M +4% 12.8% 137% 208 22.12% 2.9
Towercrest Capital Management
3173
Towercrest Capital Management
Pennsylvania
$560M +$33.9M +6% 6.03% 42.6% 91 5.49% 6
PWW
3174
Pettyjohn Wood & White
Virginia
$560M +$38.1M +7% 8.12% 70.9% 199 6.53% 6.7
Advocate Group
3175
Advocate Group
Minnesota
$559M +$11.1M +2% 3.18% 56.3% 124 12.1% 2.5