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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)
Virtu Financial
1401
Virtu Financial
New York
$1.84B -$50.4M -3% 2.74% 160% 2,249 76.26% 0.2
HMI Capital Management
1402
HMI Capital Management
California
$1.84B -$154M -8% 8.87% 5.95% 13 30.77% 1.6
CSM Advisors
1403
CSM Advisors
Pennsylvania
$1.83B -$305M -14% 1.71% 105% 133 12.78% 2.6
Strategic Blueprint
1404
Strategic Blueprint
Georgia
$1.83B +$151M +9% 1.98% 82.1% 732 18.31% 2.4
Trajan Wealth
1405
Trajan Wealth
Arizona
$1.83B +$26.4M +1% 0.71% – 192 28.65% 0.9
Parsons Capital Management
1406
Parsons Capital Management
Rhode Island
$1.83B -$10.8M -0.6% 0.24% 97.4% 450 6% 6.8
Stratos Wealth Advisors
1407
Stratos Wealth Advisors
Ohio
$1.83B -$260M -12% 1.34% 65.7% 765 20.52% 2.6
Cobblestone Capital Advisors
1408
Cobblestone Capital Advisors
New York
$1.83B -$8.88M -0.5% 0.12% 83.3% 309 10.03% 6.2
StoneX Group
1409
StoneX Group
New York
$1.82B +$4.79M +0.3% 1.67% 92.5% 1,035 33.82% 2.3
CL
1410
CSS LLC
Illinois
$1.82B -$443M -20% 0.56% 128% 1,198 45.91% 1.1
EverSource Wealth Advisors
1411
EverSource Wealth Advisors
Alabama
$1.82B +$42.3M +2% 0.96% 98.1% 4,227 16.39% 1.7
JB Capital
1412
JB Capital
Connecticut
$1.81B +$27.4M +2% 2.05% 83.8% 244 18.03% 2.1
Allianz Investment Management US
1413
Allianz Investment Management US
Minnesota
$1.81B +$394M +28% 1% 7.58% 63 12.7% 2.3
Tang Capital Management
1414
Tang Capital Management
California
$1.81B +$296M +20% 5.03% 493% 208 14.9% 1
Greenoaks Capital Partners
1415
Greenoaks Capital Partners
California
$1.81B -$33.9M -2% 0.25% 311% 9 22.22% 2.4
Equitable Trust
1416
Equitable Trust
Tennessee
$1.81B +$13.5M +0.8% 0.64% 109% 487 8.83% 3.2
IFG Advisory
1417
IFG Advisory
Georgia
$1.8B +$40.4M +2% 0.71% 70.1% 729 15.23% 2.2
Fernbridge Capital Management
1418
Fernbridge Capital Management
California
$1.8B -$104M -5% 9.48% 12.4% 25 44% 1.6
Sabal Trust
1419
Sabal Trust
Florida
$1.8B +$70.3M +4% 3.03% 18.4% 246 10.16% 4.3
Paradigm Capital Management Inc
1420
Paradigm Capital Management Inc
New York
$1.8B -$357M -17% 14.7% 237% 135 11.11% 7.1
Reynders McVeigh Capital Management
1421
Reynders McVeigh Capital Management
Massachusetts
$1.79B -$109M -6% 1.99% 119% 204 6.37% 7.3
PFG Advisors
1422
PFG Advisors
Arizona
$1.79B +$156M +10% 1.51% 82.7% 727 9.63% 2.7
Carronade Capital Management
1423
Carronade Capital Management
Connecticut
$1.79B -$88.8M -5% 2.29% 215% 45 48.89% 0.8
Motley Fool Asset Management
1424
Motley Fool Asset Management
Virginia
$1.78B -$135M -7% 4.66% 135% 242 14.46% 2.9
Basswood Capital Management
1425
Basswood Capital Management
New York
$1.78B +$65.6M +4% 5.24% 111% 123 20.33% 4.3