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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
OFG
1551
Oxford Financial Group
Indiana
$1.44B +$77.9M +6% 12.7% 80.4% 311 14.79%
CIAS
1552
CBIZ Investment Advisory Services
Ohio
$1.44B +$125M +10% 5.84% 39.3% 359 88.02%
MP
1553
Mangrove Partners
Connecticut
$1.44B -$42.2M -3% 25% 169% 202 32.18%
FSC
1554
Full Sail Capital
Oklahoma
$1.43B +$119M +9% 5.25% 55.4% 172 10.47%
TA
1555
TruWealth Advisors
Louisiana
$1.43B +$124M +9% 6.72% 56.3% 167 11.38%
KPM
1556
Kinetic Partners Management
Florida
$1.43B +$260M +22% 16.6% 227% 31 38.71%
GC
1557
Garde Capital
Washington
$1.43B +$120M +9% 7.47% 51.5% 307 16.94%
CF
1558
Centaurus Financial
California
$1.43B +$113M +9% 7.71% 60.5% 868 23.16%
GAG
1559
GM Advisory Group
New York
$1.43B +$102M +8% 7.53% 53.6% 230 15.65%
AFCM
1560
Applied Finance Capital Management
Puerto Rico
$1.42B +$271M +24% 10.5% 68.5% 77 5.19%
CTI
1561
Community Trust & Investment
Kentucky
$1.42B +$116M +9% 10.4% 104% 119 10.08%
LOAMS
1562
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.42B +$673M +90% 11.4% 98.8% 359 57.94%
SCI
1563
S&CO Inc
Massachusetts
$1.42B +$116M +9% 7.84% 58.9% 219 16.44%
CCB
1564
Country Club Bank
Missouri
$1.42B +$96M +7% 8.74% 77.4% 310 4.84%
EK
1565
Evensky & Katz
Florida
$1.42B +$87.8M +7% 6.82% 57.1% 89 3.37%
WG
1566
Winton Group
United Kingdom
$1.42B +$42.2M +3% 11.8% 108% 919 57.34%
SCM
1567
Shenkman Capital Management
New York
$1.42B +$20M +1% 1.16% 4.02% 123 0.81%
CH
1568
Cannae Holdings
Nevada
$1.42B -$308M -18% 0.95% 88.6% 5 0%
HAG
1569
HighPoint Advisor Group
Illinois
$1.42B +$19.3M +1% 12.3% 695 7.34%
SB
1570
Strategic Blueprint
Georgia
$1.41B +$197M +16% 8.67% 76.6% 624 13.3%
AC
1571
Allstate Corporation
Illinois
$1.41B -$39.9M -3% 2.56% 35.8% 238 18.91%
PWAM
1572
Park West Asset Management
California
$1.41B +$387M +38% 9.66% 118% 52 42.31%
BBA
1573
Baader Bank Aktiengesellschaft
Germany
$1.41B +$26.3M +2% 14.4% 155% 423 49.17%
PP
1574
Patten & Patten
Tennessee
$1.4B +$186M +15% 8.37% 63.8% 323 16.1%
NSIM
1575
North Star Investment Management
Illinois
$1.4B +$101M +8% 8.56% 63.8% 1,277 9.87%