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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)
Dynamic Advisor Solutions
1151
Dynamic Advisor Solutions
Arizona
$3.53B +$356M +11% 12.8% 70.9% 1,096 16.79% 3
Braun Stacey Associates
1152
Braun Stacey Associates
New York
$3.53B +$519M +17% 31.3% 247% 124 18.55% 4.3
BIP Wealth
1153
BIP Wealth
Georgia
$3.52B +$1.07B +43% 11.4% 51.8% 579 25.04% 1.3
Intact Investment Management
1154
Intact Investment Management
Quebec, Canada
$3.52B +$10.1M +0.3% 7.86% 73.7% 287 33.1% 4.9
Hartford Investment Management Co (HIMCO)
1155
Hartford Investment Management Co (HIMCO)
Connecticut
$3.52B +$362M +11% 26.6% 132% 503 2.98% 10.2
Fisher Funds Management
1156
Fisher Funds Management
New Zealand
$3.52B +$105M +3% 15.7% – 176 5.11% 1.3
CloudAlpha Capital Management
1157
CloudAlpha Capital Management
Hong Kong
$3.51B +$585M +20% 132% 2,704% 80 85% 0.2
RPOA Advisors
1158
RPOA Advisors
Texas
$3.51B +$1.23B +54% 8.74% 43.4% 7 14.29% 2.1
Hennion & Walsh Asset Management
1159
Hennion & Walsh Asset Management
New Jersey
$3.5B +$531M +18% 21.4% 95% 1,018 15.03% 2.4
Donaldson Capital Management
1160
Donaldson Capital Management
Indiana
$3.5B +$412M +13% 13.8% 77.7% 323 30.96% 4.4
Confluence Wealth Services
1161
Confluence Wealth Services
Pennsylvania
$3.5B +$918M +36% 10.7% 64.5% 478 24.06% 2.3
CK
1162
Cohen Klingenstein
New York
$3.49B +$403M +13% 16.5% 99.1% 209 2.87% 9.2
Stock Yards Bank & Trust
1163
Stock Yards Bank & Trust
Kentucky
$3.49B +$277M +9% 15% 82.8% 411 7.06% 6.4
Narodna banka Slovenska
1164
Narodna banka Slovenska
$3.49B +$489M +16% 13.7% – 3 0% 0.3
Tremblant Capital Group
1165
Tremblant Capital Group
Florida
$3.48B +$375M +12% 30.9% 131% 64 20.31% 1.8
Karpus Investment Management
1166
Karpus Investment Management
New York
$3.48B +$271M +8% 7.16% 24.7% 258 20.16% 2.2
Iconiq Capital
1167
Iconiq Capital
California
$3.47B -$997M -22% 10.2% 0.88% 89 22.47% 4.7
TC
1168
Torno Capital
Massachusetts
$3.47B +$2.71B +357% 13.9% – 112 87.5% 0.2
CX Institutional
1169
CX Institutional
Indiana
$3.46B +$187M +6% 12.8% 62.9% 1,655 11.78% 2
Argent Trust Co
1170
Argent Trust Co
Tennessee
$3.46B +$515M +17% 16% 86.2% 792 13.51% 4.8
Joel Isaacson & Co
1171
Joel Isaacson & Co
New York
$3.45B +$438M +15% 13.4% 72.5% 497 11.47% 4.9
Metropolis Capital
1172
Metropolis Capital
United Kingdom
$3.45B +$151M +5% 4.21% 61.7% 16 0% 4.1
Hamilton Capital Partners (Canada)
1173
Hamilton Capital Partners (Canada)
$3.45B +$470M +16% 30.3% 143% 231 9.96% 2
Silvant Capital Management
1174
Silvant Capital Management
Georgia
$3.44B +$543M +19% 27.6% 168% 406 27.59% 4.7
Camden Asset Management
1175
Camden Asset Management
California
$3.43B +$492M +17% 0.07% 15.2% 73 8.22% 1.2