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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)
BlueSpruce Investments
3176
BlueSpruce Investments
Illinois
$631M -$3.29B -84% 8.45% 59.6% 11 27.27% 1.6
Probity Advisors
3177
Probity Advisors
Texas
$631M +$6.81M +1% 0.33% 61.7% 239 6.69% 5.4
Sanders Morris Harris
3178
Sanders Morris Harris
Texas
$631M +$566M +875% 0.71% 85.8% 305 91.15% 0.2
Keywise Capital Management (HK)
3179
Keywise Capital Management (HK)
Hong Kong
$630M -$672M -52% 7.36% 684% 21 52.38% 1.6
Sphera Funds Management
3180
Sphera Funds Management
Israel
$630M +$112M +22% 10.6% 245% 120 37.5% 1.4
Vancity Investment Management
3181
Vancity Investment Management
British Columbia, Canada
$629M -$106M -14% 8.6% – 103 24.27% 2.1
Schnieders Capital Management
3182
Schnieders Capital Management
California
$629M -$12.5M -2% 1.92% 103% 228 14.47% 6.3
First Commonwealth Financial Corp
3183
First Commonwealth Financial Corp
Pennsylvania
$629M +$22.3M +4% 0.57% 72.9% 280 13.21% 4
PWW
3184
Pettyjohn Wood & White
Virginia
$628M -$10.2M -2% 0.16% 70.9% 219 4.57% 6.7
Texas Treasury Safekeeping Trust Company
3185
Texas Treasury Safekeeping Trust Company
Texas
$628M -$140M -18% 3.73% 43.7% 5 40% 1.9
Cornerstone Management
3186
Cornerstone Management
Georgia
$628M +$14.4M +2% 2.31% 43.6% 69 7.25% 5.2
Madison Wealth Partners
3187
Madison Wealth Partners
Wisconsin
$627M +$78.9M +14% 2.29% 66.9% 231 15.15% 2.3
LJI Wealth Management
3188
LJI Wealth Management
Indiana
$626M -$30.2M -5% 2.76% 68.8% 206 13.59% 2.1
XY Planning Network
3189
XY Planning Network
Montana
$626M +$52.2M +9% 0.36% – 280 13.93% 0.7
CT
3190
Chicago Trust
Illinois
$626M -$14.1M -2% 0.99% 96.7% 411 14.36% 4.2
Strategic Global Advisors
3191
Strategic Global Advisors
California
$625M -$21.9M -3% 2.25% 137% 155 20% 2.1
DSG Capital Advisors
3192
DSG Capital Advisors
Minnesota
$625M -$31.2M -5% 1.44% – 127 9.45% 1
Sprucegrove Investment Management
3193
Sprucegrove Investment Management
Ontario, Canada
$625M -$205M -25% 9.5% 45.5% 43 9.3% 5
Woodard & Company Asset Management Group
3194
Woodard & Company Asset Management Group
North Carolina
$625M -$7.17M -1% 1.87% 94.5% 187 14.44% 2.9
Marshall Financial Group (Maryland)
3195
Marshall Financial Group (Maryland)
Maryland
$625M +$109M +21% 0.54% 63.5% 313 14.38% 2.1
Annis Gardner Whiting Capital Advisors
3196
Annis Gardner Whiting Capital Advisors
Florida
$625M +$96.9M +18% 0.5% 85% 1,398 18.38% 1.3
Kinsale Capital Group
3197
Kinsale Capital Group
Virginia
$624M +$21.6M +4% 0.9% 75.2% 41 0% 2.5
Deltroit Asset Management (UK)
3198
Deltroit Asset Management (UK)
$623M -$64.8M -9% 1.26% – 50 38% 0.2
DCM
3199
Delaney Capital Management
$622M +$19.1M +3% 4.66% – 56 8.93% 0.2
KAS
3200
Kemnay Advisory Services
New York
$622M -$40.8M -6% 10.6% 167% 1,316 44.07% 0.2