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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)
Foster Group
1351
Foster Group
Iowa
$1.4B +$189M +16% 11.3% 54.4% 150 13.33% 1.3
Lake Street Advisors Group
1352
Lake Street Advisors Group
New Hampshire
$1.4B -$167M -11% 13.8% 16% 345 18.26% 1.4
Dixon Mitchell Investment Counsel
1353
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.4B -$276M -16% 17.7% 67.9% 57 1.75% 5.4
Context Capital Management
1354
Context Capital Management
California
$1.4B -$139M -9% 0.06% 3.38% 744 22.72% 0.4
Credential Qtrade Securities
1355
Credential Qtrade Securities
$1.4B -$184M -12% 13.5% 27.7% 384 15.89% 2.4
Senator Investment Group
1356
Senator Investment Group
New York
$1.4B -$1.83B -57% 10.6% 252% 90 60% 0.7
Johnson Financial Group Inc (Wisconsin)
1357
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4B -$19.6M -1% 13.9% 58.1% 768 20.31% 4.1
City of London Investment Management
1358
City of London Investment Management
United Kingdom
$1.4B -$188M -12% 12.4% 102% 128 24.22% 2.8
Highland Capital Management (Tennessee)
1359
Highland Capital Management (Tennessee)
Tennessee
$1.39B -$276M -17% 13.9% 142% 348 12.64% 4.6
Sabal Trust
1360
Sabal Trust
Florida
$1.39B -$51.6M -4% 9.34% 18.4% 169 21.89% 4.4
RIG
1361
Roosevelt Investment Group
New York
$1.39B -$283M -17% 12.3% 57.6% 305 10.49% 2.7
SteelPeak Wealth
1362
SteelPeak Wealth
California
$1.39B -$375M -21% 17.4% 140% 501 36.33% 1.3
Moors & Cabot
1363
Moors & Cabot
Massachusetts
$1.39B -$235M -14% 12% 124% 945 18.62% 3.8
Rational Advisors
1364
Rational Advisors
New York
$1.39B -$300M -18% 10.1% 37.7% 268 11.94% 0.8
Global Strategic Investment Solutions
1365
Global Strategic Investment Solutions
Arizona
$1.39B -$209M -13% 14.5% 56.8% 142 19.72% 2.1
Altium Wealth Management
1366
Altium Wealth Management
New York
$1.39B -$163M -10% 13.8% 24.9% 399 11.78% 2.7
Dymon Asia Capital (Singapore)
1367
Dymon Asia Capital (Singapore)
Singapore
$1.39B -$39.3M -3% 13.5% 268% 180 65.56% 0.2
Chas P. Smith & Associates (CPS)
1368
Chas P. Smith & Associates (CPS)
Florida
$1.39B +$63.2M +5% 11.8% 64.4% 140 17.14% 4.7
Empire Life Investments
1369
Empire Life Investments
Ontario, Canada
$1.39B -$175M -11% 10.8% 90.8% 106 11.32% 3.1
Annex Advisory Services
1370
Annex Advisory Services
Wisconsin
$1.38B +$17.9M +1% 15.2% 85.8% 276 16.67% 2.8
Tybourne Capital Management
1371
Tybourne Capital Management
Hong Kong
$1.38B -$305M -18% 22% 109% 30 10% 1.6
Bank of Finland
1372
Bank of Finland
Finland
$1.38B -$246M -15% 16% 66.7% 4 50% 0.8
DFO
1373
Duquesne Family Office
New York
$1.38B -$923M -40% 16.6% 345% 60 43.33% 0.8
Chicago Partners Investment Group
1374
Chicago Partners Investment Group
Illinois
$1.38B +$71.4M +5% 14.1% 75.8% 607 9.56% 3
FWM
1375
Frontier Wealth Management
Missouri
$1.38B -$6.65B -83% 12.5% 42.8% 434 16.82% 3.7