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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)
Trilogy Capital
1401
Trilogy Capital
California
$2.16B +$108M +5% 6.75% 57.6% 383 7.83% 2.3
B. Riley Wealth Advisors
1402
B. Riley Wealth Advisors
Florida
$2.16B +$31.4M +1% 10.5% 118% 1,197 23.73% 4.4
Azora Capital LP
1403
Azora Capital LP
Florida
$2.16B -$53.7M -2% 12.8% 175% 82 52.44% 0.7
ACG
1404
Aventail Capital Group
New York
$2.16B -$115M -5% 9.06% 154% 166 35.54% 0.8
Venturi Wealth Management
1405
Venturi Wealth Management
Texas
$2.15B +$130M +6% 8.87% 101% 609 19.54% 2.8
Meeder Advisory Services
1406
Meeder Advisory Services
Ohio
$2.15B +$220M +11% 8.07% 91.4% 663 13.88% 1.8
Sageworth Trust
1407
Sageworth Trust
Pennsylvania
$2.15B +$340M +19% 7.67% 64.5% 269 63.94% 1.6
Visionary Wealth Advisors
1408
Visionary Wealth Advisors
Illinois
$2.14B +$186M +9% 7.49% 69.4% 627 15.15% 2.8
Constellation Investments
1409
Constellation Investments
Ohio
$2.14B -$22.3M -1% 5.73% – 20 10% 1.3
Bain Capital Public Equity Management II
1410
Bain Capital Public Equity Management II
Massachusetts
$2.14B +$28M +1% 10.8% 201% 30 50% 0.6
North Reef Capital Management
1411
North Reef Capital Management
California
$2.14B -$118M -5% 6.82% 81.9% 56 51.79% 1
Obermeyer Wealth Partners
1412
Obermeyer Wealth Partners
Colorado
$2.13B +$126M +6% 7.94% 91.3% 305 11.48% 3.7
BTG Pactual Asset Management US
1413
BTG Pactual Asset Management US
New York
$2.13B +$1.22B +134% 8.16% – 328 48.78% 0.6
Dearborn Partners
1414
Dearborn Partners
Illinois
$2.13B +$20.2M +1% 3.36% 46.1% 270 10.74% 6
Reynders McVeigh Capital Management
1415
Reynders McVeigh Capital Management
Massachusetts
$2.13B +$129M +6% 7.41% 108% 203 4.93% 7.3
Centaurus Financial
1416
Centaurus Financial
California
$2.13B +$418M +24% 9.56% 83.5% 1,072 14.09% 3
First Horizon Corporation
1417
First Horizon Corporation
Tennessee
$2.13B – – 7.33% – 1,419 – 4.2
Integrity Alliance
1418
Integrity Alliance
Iowa
$2.13B +$297M +16% 6.85% – 606 28.22% 0.5
Luxor Capital Group
1419
Luxor Capital Group
New York
$2.12B +$768M +57% 7.22% 131% 72 45.83% 1.2
Woodley Farra Manion Portfolio Management
1420
Woodley Farra Manion Portfolio Management
Indiana
$2.12B -$6.21M -0.3% 3.12% 68.1% 124 13.71% 4.3
Black Creek Investment Management
1421
Black Creek Investment Management
Ontario, Canada
$2.12B -$42.9M -2% 7.75% 11.1% 28 7.14% 4.3
Investment House LLC
1422
Investment House LLC
California
$2.11B +$131M +7% 10.7% 137% 243 19.34% 6.3
Ribbit Management Company
1423
Ribbit Management Company
California
$2.11B +$637M +43% 18.7% – 14 21.43% 1.2
Harvard Management Company
1424
Harvard Management Company
Massachusetts
$2.1B +$669M +47% 7.53% 123% 19 31.58% 1.8
Meiji Yasuda Asset Management
1425
Meiji Yasuda Asset Management
Japan
$2.1B +$85.3M +4% 7.26% 93.9% 580 12.76% 5.9