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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)
IFG Advisory
1551
IFG Advisory
Georgia
$1.37B +$178M +15% 10.3% 70.1% 607 16.64% 2.1
Baystate Wealth Management
1552
Baystate Wealth Management
Massachusetts
$1.36B +$149M +12% 9.39% 14.6% 1,354 26.59% 3
Oxford Financial Group
1553
Oxford Financial Group
Indiana
$1.36B +$206M +18% 11% 77.2% 310 17.1% 2.4
Lansdowne Partners (UK)
1554
Lansdowne Partners (UK)
United Kingdom
$1.36B +$270M +25% 19.8% 293% 39 17.95% 1.3
Klingman & Associates
1555
Klingman & Associates
New York
$1.36B +$125M +10% 10.4% 64.9% 229 6.99% 4
Melqart Asset Management
1556
Melqart Asset Management
United Kingdom
$1.36B -$38.8M -3% 15% 250% 54 59.26% 0.5
WCG Wealth Advisors
1557
WCG Wealth Advisors
Nevada
$1.36B -$4.05M -0.3% 10.3% 69.6% 320 20.94% 0.7
Visionary Wealth Advisors
1558
Visionary Wealth Advisors
Illinois
$1.36B +$126M +10% 9.56% 69.4% 486 10.91% 2.2
WMS Partners
1559
WMS Partners
Maryland
$1.36B +$93.8M +7% 9.1% 10.8% 280 16.79% 4.1
Mason Investment Advisory Services
1560
Mason Investment Advisory Services
Virginia
$1.36B +$271M +25% 11.1% 76.1% 67 10.45% 2.8
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.36B +$130M +11% 12.7% 45.7% 21 4.76% 5.1
JB Capital
1562
JB Capital
Connecticut
$1.35B +$170M +14% 10.6% 83.8% 220 21.82% 1.3
American Trust
1563
American Trust
Kentucky
$1.35B +$62.7M +5% 9.76% 59% 323 23.22% 1.4
Pitcairn
1564
Pitcairn
Pennsylvania
$1.35B +$157M +13% 11.6% 111% 707 14.14% 4.3
SFG
1565
Sather Financial Group
Texas
$1.35B +$150M +12% 13.9% 70% 96 10.42% 3.3
First Interstate Bank
1566
First Interstate Bank
Montana
$1.35B +$189M +16% 10.9% 49.7% 173 10.98% 4.7
Foster & Motley
1567
Foster & Motley
Ohio
$1.35B +$126M +10% 9% 68.8% 394 13.2% 4.1
Uniplan Investment Counsel
1568
Uniplan Investment Counsel
Wisconsin
$1.35B +$41.4M +3% 15% 70.5% 140 28.57% 2.8
GAM Holding
1569
GAM Holding
Switzerland
$1.34B -$9.9M -0.7% 15% 130% 200 31% 4
Motley Fool Asset Management
1570
Motley Fool Asset Management
Virginia
$1.34B +$96.6M +8% 13.4% 135% 232 12.93% 2.4
Bar Harbor Wealth Management
1571
Bar Harbor Wealth Management
New Hampshire
$1.34B +$85.7M +7% 9.52% 85% 264 9.09% 6.3
BFO
1572
Boston Family Office
Massachusetts
$1.33B +$110M +9% 11.6% 53.4% 266 7.14% 7.1
Equitable Trust
1573
Equitable Trust
Tennessee
$1.33B +$120M +10% 12.1% 109% 418 10.77% 3.1
Evensky & Katz
1574
Evensky & Katz
Florida
$1.33B +$159M +14% 10.1% 61.1% 88 1.14% 5
Pharo Management
1575
Pharo Management
New York
$1.33B +$1.33B +600,021% 7.93% – 5 100% 0