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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)
Fir Tree Capital Management
1501
Fir Tree Capital Management
New York
$1.26B -$683M -35% 1.95% 17.3% 392 41.84% 0.9
Smith Salley Wealth Management
1502
Smith Salley Wealth Management
North Carolina
$1.26B +$88.1M +8% 7.93% 106% 237 10.55% 4.9
Bar Harbor Wealth Management
1503
Bar Harbor Wealth Management
New Hampshire
$1.26B +$3.86M +0.3% 4.34% 85% 260 8.08% 6
Roffman Miller Associates
1504
Roffman Miller Associates
Pennsylvania
$1.25B +$41.1M +3% 5.4% 83.5% 75 1.33% 6.5
Meeder Asset Management
1505
Meeder Asset Management
Ohio
$1.25B +$111M +10% 8.37% 156% 878 40.55% 2.2
Corda Investment Management
1506
Corda Investment Management
Texas
$1.25B +$23.2M +2% 1.38% 85% 64 7.81% 5.4
Independent Financial Group
1507
Independent Financial Group
California
$1.25B +$86.7M +7% 12.3% 149% 892 18.95% 1.7
Eisler Capital (US)
1508
Eisler Capital (US)
New York
$1.25B +$1.05B +526% 14.4% – 228 95.18% 0
BFS
1509
Bard Financial Services
Connecticut
$1.25B +$72.1M +6% 5.29% 90.1% 332 8.43% 1.8
Centaurus Financial
1510
Centaurus Financial
California
$1.25B +$185M +17% 6.9% 83.5% 956 18.41% 2.4
BFO
1511
Boston Family Office
Massachusetts
$1.25B +$44.1M +4% 8.31% 53.4% 275 8.36% 6.6
BOK Financial Private Wealth
1512
BOK Financial Private Wealth
Colorado
$1.25B +$41.1M +3% 6.38% 61.8% 480 27.08% 1.9
Parsons Capital Management
1513
Parsons Capital Management
Rhode Island
$1.24B +$47.6M +4% 5.47% 97.4% 435 7.59% 5.7
Koch Industries
1514
Koch Industries
Kansas
$1.24B -$332M -21% 5.97% 56.9% 12 16.67% 1.8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1515
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.24B +$23.4M +2% 10.9% 79.4% 103 18.45% 2.4
Partners Group Holding
1516
Partners Group Holding
Switzerland
$1.24B -$68.7M -5% 4.43% 23.3% 90 43.33% 3.7
Evensky & Katz
1517
Evensky & Katz
Florida
$1.24B +$130M +12% 5.64% 61.1% 91 8.79% 4.5
OCM
1518
Opti Capital Management
New York
$1.24B +$77.5M +7% 0.01% 0.01% 54 1.85% 0.8
Lowe Brockenbrough & Co
1519
Lowe Brockenbrough & Co
Virginia
$1.23B +$84.8M +7% 5.88% 78.8% 269 5.58% 5.9
Vigilant Capital Management
1520
Vigilant Capital Management
Maine
$1.23B +$61.8M +5% 4.42% 48.8% 533 25.14% 3.6
YC
1521
Yarbrough Capital
Tennessee
$1.23B -$29.8M -2% 22.4% 183% 259 34.75% 0.9
Arete Wealth Advisors
1522
Arete Wealth Advisors
Illinois
$1.23B +$85.6M +7% 5.4% 85.3% 731 23.8% 1.9
Foster & Motley
1523
Foster & Motley
Ohio
$1.23B +$57.3M +5% 4.33% 68.8% 396 8.84% 3.8
H&F Corporate Investors X
1524
H&F Corporate Investors X
California
$1.23B +$125M +11% 11.4% – 1 0% 1
Rational Advisors
1525
Rational Advisors
New York
$1.22B +$18M +1% 4.7% 37.7% 308 35.06% 1.2