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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)
Credential Qtrade Securities
1351
Credential Qtrade Securities
$1.51B +$112M +8% 4.24% 27.7% 429 28.67% 2.4
GW Henssler & Associates
1352
GW Henssler & Associates
Georgia
$1.51B +$81.2M +6% 2.63% 71.7% 228 9.21% 2.8
1ST Source Bank
1353
1ST Source Bank
Indiana
$1.5B -$19M -1% 0.05% 80.8% 255 5.88% 6.5
Two Creeks Capital Management
1354
Two Creeks Capital Management
New York
$1.5B +$98.3M +7% 13.9% 38.8% 17 29.41% 2.8
Lighthouse Investment Partners
1355
Lighthouse Investment Partners
Florida
$1.5B +$593M +65% 3.6% 96.2% 398 71.86% 0.1
LMCG Investments
1356
LMCG Investments
Massachusetts
$1.5B +$65.7M +5% 7.66% 135% 313 8.63% 5.2
Bogart Wealth LLC
1357
Bogart Wealth LLC
Virginia
$1.5B +$61.6M +4% 3.52% 60.5% 1,230 27.56% 2.1
CDH
1358
Charles D. Hyman
$1.5B +$31.8M +2% 2.58% 36.8% 246 4.47% 5.6
Dakota Wealth Management
1359
Dakota Wealth Management
Florida
$1.5B +$87.3M +6% 5.87% 112% 664 16.87% 1.8
Ranger Investment Management
1360
Ranger Investment Management
Texas
$1.49B +$145M +11% 13.4% 111% 111 12.61% 3.8
Summitry LLC
1361
Summitry LLC
California
$1.49B +$129M +9% 10.8% 68.1% 99 11.11% 3.6
DCP
1362
Darsana Capital Partners
New York
$1.49B -$14M -0.9% 23.4% 144% 13 23.08% 2.3
Eagle Global Advisors
1363
Eagle Global Advisors
Texas
$1.48B +$32.1M +2% 5.17% 105% 228 8.77% 4.7
Newlight Partners
1364
Newlight Partners
New York
$1.48B +$522M +54% 67.3% 92.8% 3 0% 2.4
WealthSource Partners
1365
WealthSource Partners
California
$1.48B +$66M +5% 5.97% 16.8% 517 12.38% 2.7
Halbert Hargrove Global Advisors
1366
Halbert Hargrove Global Advisors
California
$1.48B +$77.2M +6% 6.64% 68.2% 177 12.43% 2.6
M
1367
MOTCO
Texas
$1.47B +$128M +10% 3.34% 63.5% 657 17.2% 5.1
SteelPeak Wealth
1368
SteelPeak Wealth
California
$1.47B +$111M +8% 13.5% 140% 482 27.8% 1.6
Chas P. Smith & Associates (CPS)
1369
Chas P. Smith & Associates (CPS)
Florida
$1.47B +$64M +5% 4.55% 64.4% 138 8.7% 5
Osterweis Capital Management
1370
Osterweis Capital Management
California
$1.47B +$92.9M +7% 8.09% 93.7% 233 15.88% 1.8
Woodley Farra Manion Portfolio Management
1371
Woodley Farra Manion Portfolio Management
Indiana
$1.47B +$90.1M +7% 2.58% 68.1% 96 8.33% 4.3
Relative Value Partners Group
1372
Relative Value Partners Group
$1.47B +$45.8M +3% 3.57% 8.9% 269 13.38% 2.4
Index Fund Advisors
1373
Index Fund Advisors
California
$1.46B +$41.5M +3% 3.25% 58.2% 94 22.34% 0.9
BloombergSen
1374
BloombergSen
Ontario, Canada
$1.46B -$54.8M -4% 6.13% 46.9% 34 8.82% 2.7
Avior Wealth Management
1375
Avior Wealth Management
Nebraska
$1.46B +$133M +10% 6.08% 71.4% 1,683 27.09% 2.7