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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)
WealthSource Partners
1351
WealthSource Partners
California
$1.41B +$61.8M +5% 6.47% 16.8% 544 22.06% 2.6
Silvant Capital Management
1352
Silvant Capital Management
Georgia
$1.41B -$57.7M -4% 7.66% 168% 379 23.75% 3.7
Dakota Wealth Management
1353
Dakota Wealth Management
Florida
$1.41B +$175M +14% 8.65% 112% 675 26.52% 1.6
Trilogy Capital
1354
Trilogy Capital
California
$1.41B +$294M +26% 7.51% 57.6% 251 33.86% 1.4
Apollon Wealth Management
1355
Apollon Wealth Management
South Carolina
$1.41B +$195M +16% 8.41% 96.7% 928 20.15% 1.2
Chas P. Smith & Associates (CPS)
1356
Chas P. Smith & Associates (CPS)
Florida
$1.41B +$231M +20% 9.87% 64.4% 134 14.93% 4.9
Uniplan Investment Counsel
1357
Uniplan Investment Counsel
Wisconsin
$1.41B +$103M +8% 5.5% 70.5% 134 19.4% 2.6
Two Creeks Capital Management
1358
Two Creeks Capital Management
New York
$1.4B +$20.1M +1% 11.2% 38.8% 15 20% 2.9
CoreCap Advisors
1359
CoreCap Advisors
Michigan
$1.4B +$209M +18% 7.02% 89.8% 2,410 76.93% 0.2
Janney Capital Management
1360
Janney Capital Management
Pennsylvania
$1.4B +$173M +14% 12.4% 70.7% 250 18% 3.2
Comerica Securities
1361
Comerica Securities
Michigan
$1.4B +$185M +15% 9.21% 25.6% 1,515 72.15% 1.2
Halbert Hargrove Global Advisors
1362
Halbert Hargrove Global Advisors
California
$1.4B +$105M +8% 8.07% 68.2% 175 18.86% 2.5
FIFTHDELTA
1363
FIFTHDELTA
United Kingdom
$1.4B -$30.9M -2% 11% 16.6% 13 38.46% 0.7
Credential Qtrade Securities
1364
Credential Qtrade Securities
$1.39B +$106M +8% 9.68% 27.7% 413 27.36% 2.8
Quantbot Technologies
1365
Quantbot Technologies
New York
$1.39B +$69.5M +5% 4.9% 33.6% 2,257 59.95% 0.4
Gladius Capital Management
1366
Gladius Capital Management
Illinois
$1.39B -$878M -39% 8.7% 78% 471 48.83% 0.5
NYL Investors
1367
NYL Investors
New York
$1.39B +$536M +63% 2.82% 12.7% 33 9.09% 3.3
Carlson Capital Management
1368
Carlson Capital Management
Minnesota
$1.39B +$211M +18% 9.69% 9.85% 173 12.72% 4.1
Port Capital
1369
Port Capital
Illinois
$1.38B +$152M +12% 13.8% 74.4% 71 7.04% 3.9
Venture Visionary Partners
1370
Venture Visionary Partners
Ohio
$1.38B +$149M +12% 9.87% 95.4% 512 17.38% 1.9
Mountain Pacific Investment Advisers
1371
Mountain Pacific Investment Advisers
Idaho
$1.38B +$101M +8% 9.57% 79.5% 130 2.31% 6.5
Cadian Capital Management
1372
Cadian Capital Management
New York
$1.38B -$332M -19% 1.21% 19.5% 58 50% 1.3
Woodley Farra Manion Portfolio Management
1373
Woodley Farra Manion Portfolio Management
Indiana
$1.38B +$146M +12% 12.7% 68.1% 95 7.37% 4.3
Osterweis Capital Management
1374
Osterweis Capital Management
California
$1.38B +$44.3M +3% 7.52% 93.7% 262 19.08% 1.5
Steelhead Partners
1375
Steelhead Partners
Washington
$1.37B +$22.1M +2% 0% 0.4% 42 2.38% 0.8