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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)
VisionPoint Advisory Group
3601
VisionPoint Advisory Group
Texas
$513M +$12.2M +2% 3.19% 79.3% 438 20.09% 1.3
Permanent Capital Management
3602
Permanent Capital Management
Illinois
$513M -$21.7M -4% 1.82% – 173 21.97% 0.7
OLP Capital Management
3603
OLP Capital Management
Hong Kong
$513M -$53.6M -9% 1.99% 146% 5 40% 1.5
HPC
3604
Hobart Private Capital
North Carolina
$512M +$34.8M +7% 1.43% 60% 132 9.85% 1.6
Drive Wealth Management
3605
Drive Wealth Management
Utah
$512M +$40.7M +9% 2.82% 94.4% 431 28.77% 1.5
Francis Financial
3606
Francis Financial
$512M -$50.3M -9% 1.31% 56.2% 138 25.36% 2.2
High Note Wealth
3607
High Note Wealth
Minnesota
$511M +$12.4M +2% 2.34% 82.8% 994 20.62% 1
Commonwealth Bank of Australia
3608
Commonwealth Bank of Australia
Australia
$510M – – 21.6% – 2 – 0
Integrated Investment Consultants
3609
Integrated Investment Consultants
Michigan
$510M -$79.8M -14% 0.87% 70.2% 348 27.87% 4.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$509M +$22.7M +5% 0.62% 80.8% 66 15.15% 3.4
Bright Rock Capital Management
3611
Bright Rock Capital Management
Massachusetts
$509M -$1.51M -0.3% 1.68% 53.1% 78 7.69% 5.2
Trigran Investments
3612
Trigran Investments
Illinois
$508M -$44.1M -8% 0.04% 30.2% 17 0% 4.5
HP
3613
Havemeyer Place
Connecticut
$507M – – 1.42% – 504 – 0
Regent Peak Wealth Advisors
3614
Regent Peak Wealth Advisors
Georgia
$507M +$8.06M +2% 2.83% – 207 15.46% 3.3
Cranbrook Wealth Management
3615
Cranbrook Wealth Management
Michigan
$507M +$8.95M +2% 1.16% 54.3% 410 5.85% 5.5
Enavate Sciences
3616
Enavate Sciences
California
$507M +$179M +55% 57.3% – 7 0% 0.9
GFI
3617
Global Frontier Investments
South Carolina
$507M -$12.4M -2% 3.14% – 15 0% 5
SEP
3618
Southland Equity Partners
Missouri
$507M +$12.6M +3% 1.85% 66.1% 263 10.27% 2.9
Auxano Advisors
3619
Auxano Advisors
Washington
$506M +$36.1M +8% 4.25% 85.4% 196 16.33% 2.6
SFA
3620
Spectrum Financial Alliance
Kentucky
$506M +$98.4M +24% 13.8% 187% 30 20% 2.6
Ellsworth Advisors
3621
Ellsworth Advisors
Ohio
$506M +$37.3M +8% 5.27% 131% 188 25% 1.7
Montis Financial
3622
Montis Financial
Massachusetts
$506M +$72.2M +17% 2.2% 53.8% 164 11.59% 2
Single Point Partners
3623
Single Point Partners
Massachusetts
$506M +$13.1M +3% 1.64% 56.4% 94 12.77% 1.7
Jackson Square Capital
3624
Jackson Square Capital
California
$505M +$47M +10% 15.3% 423% 173 28.9% 2.5
Banc Funds Company
3625
Banc Funds Company
Illinois
$505M -$66.8M -12% 5.34% 69% 111 11.71% 6.9