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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)
Americana Partners
1026
Americana Partners
Texas
$3.64B +$319M +10% 3.14% 82.9% 512 17.97% 2.2
MIRAE ASSET SECURITIES (USA) INC.
1027
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.63B +$357M +11% 1.45% – 238 59.24% 0.4
WesBanco Bank
1028
WesBanco Bank
West Virginia
$3.63B +$35.9M +1% 3.16% 87.2% 732 14.21% 5.4
Hillsdale Investment Management
1029
Hillsdale Investment Management
Ontario, Canada
$3.62B +$312M +9% 10.9% 271% 776 33.89% 1.7
Sigma Planning Corp
1030
Sigma Planning Corp
Michigan
$3.62B +$105M +3% 3.09% 87.3% 1,414 17.19% 4.2
Sanibel Captiva Trust Company
1031
Sanibel Captiva Trust Company
Florida
$3.62B +$109M +3% 4.02% – 423 6.62% 1.7
Evelyn Partners Investment Management
1032
Evelyn Partners Investment Management
$3.62B +$99.7M +3% 4.28% – 423 5.67% 0.9
DJE Kapital
1033
DJE Kapital
Germany
$3.62B -$499M -12% 4.3% – 138 45.65% 0.7
Farmers & Merchants Investments Inc
1034
Farmers & Merchants Investments Inc
Nebraska
$3.62B +$91.3M +3% 3.44% 77.8% 1,768 4.41% 5.4
Capital Analysts LLC
1035
Capital Analysts LLC
Pennsylvania
$3.61B +$187M +5% 1.84% 51.3% 1,514 8.78% 3.8
SurgoCap Partners
1036
SurgoCap Partners
New York
$3.61B +$15M +0.4% 8.31% – 20 35% 0.8
MUFG Securities (Canada)
1037
MUFG Securities (Canada)
New York
$3.6B +$18.6M +0.5% 6.94% – 44 4.55% 1.9
IVAV
1038
Index Venture Associates VI
Jersey
$3.59B -$1.26B -26% 24.6% 312% 4 25% 1.2
Marsico Capital Management
1039
Marsico Capital Management
Colorado
$3.59B -$306M -8% 3.19% 288% 90 32.22% 2.5
Hyperion Asset Management
1040
Hyperion Asset Management
Australia
$3.58B -$6.5M -0.2% 4.14% 138% 18 0% 5.4
Avantax Planning Partners
1041
Avantax Planning Partners
Iowa
$3.58B +$87.5M +3% 1.64% 51% 463 11.02% 4.6
Himalaya Capital Management
1042
Himalaya Capital Management
Washington
$3.57B +$339M +10% 12% 116% 10 20% 3.2
XN LP
1043
XN LP
New York
$3.57B +$168M +5% 3.03% 172% 27 22.22% 1.3
WWA
1044
WCG Wealth Advisors
Nevada
$3.57B +$1.97B +124% 1.79% 69.6% 518 39% 1.1
JMG Financial Group
1045
JMG Financial Group
Illinois
$3.56B +$45.9M +1% 1.73% 58.7% 128 6.25% 6.3
EP
1046
Edgestream Partners
New Jersey
$3.55B +$132M +4% 0.67% 41.7% 1,171 49.1% 0.6
DV Trading
1047
DV Trading
Illinois
$3.55B – – 3.25% – 1,100 – 0
Ilex Capital Partners
1048
Ilex Capital Partners
United Kingdom
$3.54B +$411M +13% 0.87% – 174 84.48% 0.2
Mitsui Sumitomo Insurance
1049
Mitsui Sumitomo Insurance
Japan
$3.54B – – 8.48% – 1 – 0
Salem Investment Counselors
1050
Salem Investment Counselors
North Carolina
$3.54B +$47.4M +1% 5.11% 181% 1,221 68.47% 6.7