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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
1551
Credential Qtrade Securities
$1.48B +$190M +15% 9.81% 27.7% 395 17.72% 2
Roffman Miller Associates
1552
Roffman Miller Associates
Pennsylvania
$1.48B +$133M +10% 10.7% 83.5% 76 0% 5.2
Washington Trust Advisors
1553
Washington Trust Advisors
Massachusetts
$1.48B – – 6.71% 106% 1,003 – 0
James Hambro & Partners
1554
James Hambro & Partners
United Kingdom
$1.47B +$133M +10% 11.5% 97% 93 26.88% 2
Clearstead Advisors
1555
Clearstead Advisors
Ohio
$1.47B +$130M +10% 10.8% 71.4% 1,491 24.61% 1.6
Shenkman Capital Management
1556
Shenkman Capital Management
New York
$1.47B +$162M +12% 0.01% 3.15% 120 1.67% 1.3
Chas P. Smith & Associates (CPS)
1557
Chas P. Smith & Associates (CPS)
Florida
$1.47B +$131M +10% 10.6% 64.4% 150 10% 3.9
Annex Advisory Services
1558
Annex Advisory Services
Wisconsin
$1.46B +$237M +19% 9.28% 85.8% 260 22.31% 2.5
Joel Isaacson & Co
1559
Joel Isaacson & Co
New York
$1.46B +$132M +10% 8.63% 72.5% 321 7.79% 4
RFG Advisory
1560
RFG Advisory
Alabama
$1.46B +$240M +20% 6.51% 57% 501 20.76% 2.1
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.45B +$128M +10% 8.53% 45.7% 17 23.53% 4.5
Scheer Rowlett & Associates Investment Management
1562
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.45B +$46.9M +3% 9.68% 74.2% 29 3.45% 5.5
Money Design
1563
Money Design
Japan
$1.45B +$243M +20% 3.85% 26.4% 80 27.5% 1.8
BOK Financial Private Wealth
1564
BOK Financial Private Wealth
Colorado
$1.45B +$197M +16% 9.22% 61.8% 314 25.48% 1.9
Nichols & Pratt Advisers
1565
Nichols & Pratt Advisers
Massachusetts
$1.45B +$127M +10% 12.7% 71.2% 107 11.21% 6.2
Patten & Patten
1566
Patten & Patten
Tennessee
$1.45B +$132M +10% 11.8% 85.7% 287 5.23% 5.1
B. Riley Wealth Management
1567
B. Riley Wealth Management
Tennessee
$1.44B +$142M +11% 8.94% 32.2% 710 18.45% 1.3
QV Investors
1568
QV Investors
Alberta, Canada
$1.44B +$116M +9% 10.2% 68.3% 75 4% 2.6
Woodley Farra Manion Portfolio Management
1569
Woodley Farra Manion Portfolio Management
Indiana
$1.44B +$228M +19% 14.2% 68.1% 105 13.33% 3.5
BCM
1570
Bluefin Capital Management
New York
$1.43B +$424M +42% 5.22% – 1,132 52.92% 0.3
Sigma Investment Counselors
1571
Sigma Investment Counselors
Michigan
$1.43B +$80.3M +6% 6.68% 59.4% 200 7% 4.1
Simmons Bank
1572
Simmons Bank
Arkansas
$1.43B +$51.2M +4% 9.12% 92.9% 387 6.46% 3.8
CM
1573
Conifer Management
New York
$1.43B -$19.6M -1% 6.28% 22.7% 14 7.14% 1.6
North Star Investment Management
1574
North Star Investment Management
Illinois
$1.43B +$196M +16% 8.29% 89.9% 1,246 11.72% 3.1
Vigilant Capital Management
1575
Vigilant Capital Management
Maine
$1.43B +$178M +14% 12.3% 48.8% 837 31.3% 2.1