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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)
Bearing Point Capital
3251
Bearing Point Capital
Minnesota
$581M +$37.6M +7% 8.86% – 171 7.6% 0.7
Sompo Asset Management
3252
Sompo Asset Management
Japan
$581M +$5.2M +0.9% 7.71% 84.7% 194 10.31% 4
Fortis Group Advisors
3253
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 9.34% 91.2% 568 12.68% 1.9
Farmers Trust Company
3254
Farmers Trust Company
Ohio
$580M +$44.8M +8% 7.64% 73.5% 198 8.08% 6.3
Balboa Wealth Partners
3255
Balboa Wealth Partners
Arizona
$580M +$81.2M +16% 15.6% 214% 432 17.36% 1.3
Lavaca Capital
3256
Lavaca Capital
Texas
$580M +$311M +116% 3.87% 46.5% 284 10.92% 1.6
EFG Asset Management (Americas)
3257
EFG Asset Management (Americas)
Florida
$579M +$37M +7% 7.66% 112% 150 12.67% 3.8
Clifford Capital Partners
3258
Clifford Capital Partners
Utah
$579M +$54.1M +10% 9.86% 77.3% 50 22% 2.3
Partners in Financial Planning
3259
Partners in Financial Planning
Virginia
$578M +$36.2M +7% 4.93% 38.9% 116 8.62% 3.2
Pacific Capital Wealth Advisors
3260
Pacific Capital Wealth Advisors
California
$578M +$33M +6% 5.07% 54.1% 84 19.05% 2.8
Opes Wealth Management
3261
Opes Wealth Management
California
$578M +$14.7M +3% 8.87% 54.1% 151 8.61% 3.6
Hutchinson Capital Management
3262
Hutchinson Capital Management
California
$578M +$29.8M +5% 4.85% 52.6% 98 7.14% 4.8
Providence Capital Advisors
3263
Providence Capital Advisors
North Carolina
$577M +$32.7M +6% 6.99% 47.4% 249 18.47% 2.8
Perennial Advisors
3264
Perennial Advisors
New York
$577M +$39.1M +7% 7.62% – 133 12.03% 3.9
BWCP LP
3265
BWCP LP
Texas
$577M -$35.1M -6% 9.33% 198% 33 48.48% 0.8
Robotti Robert
3266
Robotti Robert
$576M -$18.6M -3% 13.8% 107% 66 15.15% 5.1
Warwick Investment Management
3267
Warwick Investment Management
Texas
$576M +$60.6M +12% 7.24% 69.9% 156 23.72% 1.3
TrueMark Investments
3268
TrueMark Investments
Illinois
$575M +$113M +24% 4.43% – 236 58.9% 0.4
East Coast Asset Management
3269
East Coast Asset Management
Massachusetts
$575M +$64.2M +13% 18.3% 167% 79 5.06% 8.5
North Growth Management
3270
North Growth Management
British Columbia, Canada
$574M +$41.4M +8% 17.4% 243% 47 0% 4.5
Duncker Streett & Co
3271
Duncker Streett & Co
Missouri
$574M +$26M +5% 7.44% 102% 546 8.42% 6.3
Brickley Wealth Management
3272
Brickley Wealth Management
California
$574M +$62.8M +12% 9.62% 62.6% 53 9.43% 4
Francisco Partners Management
3273
Francisco Partners Management
California
$573M -$145M -20% 1.97% 14.3% 5 40% 4.6
CIBC Capital Markets (Europe)
3274
CIBC Capital Markets (Europe)
Luxembourg
$573M +$305M +114% 3.63% – 10 0% 0.8
Manitou Investment Management
3275
Manitou Investment Management
Ontario, Canada
$573M +$47.4M +9% 10.9% 69.3% 63 12.7% 3.2