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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)
First Interstate Bank
1501
First Interstate Bank
Montana
$1.65B +$141M +9% 6.21% 49.7% 191 13.61% 4.5
Visionary Wealth Advisors
1502
Visionary Wealth Advisors
Illinois
$1.64B +$114M +7% 5.98% 69.4% 556 13.13% 2.5
Empire Life Investments
1503
Empire Life Investments
Ontario, Canada
$1.64B +$54.7M +3% 6.3% 90.8% 102 13.73% 3.9
NWAM LLC
1504
NWAM LLC
Washington
$1.64B +$1.3B +382% 5.85% 112% 630 76.83% 0.8
Roffman Miller Associates
1505
Roffman Miller Associates
Pennsylvania
$1.64B +$120M +8% 7.1% 83.5% 80 6.25% 7
Edgar Lomax Company
1506
Edgar Lomax Company
Virginia
$1.64B +$94.7M +6% 8.94% 66.2% 65 0% 4.8
Glendon Capital Management
1507
Glendon Capital Management
California
$1.63B +$323M +25% 25.2% 142% 25 16% 2.9
Y-Intercept (HK)
1508
Y-Intercept (HK)
Hong Kong
$1.63B -$190M -10% 7.78% 41.6% 1,936 67.87% 0.3
Meritage Portfolio Management
1509
Meritage Portfolio Management
Kansas
$1.63B +$48.4M +3% 5.9% 97.4% 360 13.89% 3.2
TruWealth Advisors
1510
TruWealth Advisors
Louisiana
$1.63B +$128M +9% 4.19% 56.3% 169 9.47% 2.3
Mogy Joel R Investment Counsel
1511
Mogy Joel R Investment Counsel
California
$1.63B +$54.2M +3% 4.45% 121% 115 8.7% 7.7
Modern Wealth Management
1512
Modern Wealth Management
Kansas
$1.63B +$276M +20% 5.47% – 472 22.03% 0.5
Fifth Third Wealth Advisors
1513
Fifth Third Wealth Advisors
Ohio
$1.63B +$313M +24% 6.42% 114% 746 17.16% 0.5
MCI
1514
McDonald Capital Investors
California
$1.63B +$28.9M +2% 9.89% 60.2% 23 13.04% 6.7
Fernbridge Capital Management
1515
Fernbridge Capital Management
California
$1.63B +$125M +8% 5.41% 12.4% 25 20% 1.3
CenterBook Partners
1516
CenterBook Partners
Connecticut
$1.63B +$17.6M +1% 3.71% 62.4% 550 49.27% 0.8
Capstone Financial Advisors
1517
Capstone Financial Advisors
Illinois
$1.63B +$111M +7% 7.5% 54.5% 170 14.12% 4.1
Good Life Advisors
1518
Good Life Advisors
Pennsylvania
$1.62B +$412M +34% 6.12% 60% 579 23.49% 2.8
Moody Lynn & Lieberson
1519
Moody Lynn & Lieberson
Massachusetts
$1.62B +$95.2M +6% 6.81% 142% 269 17.84% 4.5
Spinnaker Trust
1520
Spinnaker Trust
Maine
$1.62B +$60.8M +4% 7.21% 68.2% 291 8.25% 6
Guyasuta Investment Advisors
1521
Guyasuta Investment Advisors
Pennsylvania
$1.62B +$261M +19% 7.92% 99.5% 278 15.11% 5.7
Consulta
1522
Consulta
United Kingdom
$1.62B +$152M +10% 1.98% 30.7% 17 29.41% 2.6
Klingman & Associates
1523
Klingman & Associates
New York
$1.61B +$134M +9% 6.45% 64.9% 275 12.36% 3.9
Strategic Blueprint
1524
Strategic Blueprint
Georgia
$1.61B +$134M +9% 5.44% 82.1% 692 17.2% 2.2
Luxor Capital Group
1525
Luxor Capital Group
New York
$1.6B +$178M +13% 16.2% 131% 57 49.12% 1.2