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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)
Smith Salley Wealth Management
1551
Smith Salley Wealth Management
North Carolina
$1.73B +$203M +13% 11.5% 106% 264 10.98% 4.9
Quintet Private Bank (Europe)
1552
Quintet Private Bank (Europe)
Luxembourg
$1.73B +$29.7M +2% 16.5% 111% 229 15.72% 2
NXG Investment Management
1553
NXG Investment Management
Texas
$1.73B +$103M +6% 3.75% 136% 74 25.68% 3.2
Capstone Financial Advisors
1554
Capstone Financial Advisors
Illinois
$1.73B +$132M +8% 8.37% 54.5% 184 16.85% 4.1
NWAM LLC
1555
NWAM LLC
Washington
$1.72B +$559M +48% 14.2% 112% 638 24.61% 1.3
OCBV
1556
Ownership Capital B.V.
Netherlands
$1.72B -$462M -21% 7.49% 62.8% 22 4.55% 4.6
Tectonic Advisors
1557
Tectonic Advisors
Texas
$1.72B +$121M +8% 4.61% 44.9% 337 11.87% 2.6
Clarius Group LLC
1558
Clarius Group LLC
Washington
$1.72B +$123M +8% 11.1% 92.1% 518 14.29% 4
Arvest Bank Trust Division
1559
Arvest Bank Trust Division
Oklahoma
$1.71B +$133M +8% 8.75% – 202 19.31% 4.3
Centaurus Financial
1560
Centaurus Financial
California
$1.71B +$60.7M +4% 12.7% 83.5% 1,002 15.27% 3
Willis Investment Counsel
1561
Willis Investment Counsel
Georgia
$1.71B +$221M +15% 2.56% 65.3% 123 8.94% 5.7
Grandfield & Dodd
1562
Grandfield & Dodd
New York
$1.71B +$94.7M +6% 8.46% 70.8% 214 8.88% 7.3
Analog Century Management
1563
Analog Century Management
New York
$1.71B +$472M +38% 40.6% 785% 27 29.63% 1.9
PFG Investments
1564
PFG Investments
New York
$1.71B +$147M +9% 11.4% 106% 1,135 18.24% 1.4
SFG
1565
Sather Financial Group
Texas
$1.7B +$171M +11% 10.5% 70% 113 17.7% 3.5
Siemens Fonds Invest
1566
Siemens Fonds Invest
Germany
$1.7B +$249M +17% 14.2% 126% 579 4.32% 2.5
Canada Post Corporation Pension Plan
1567
Canada Post Corporation Pension Plan
Canada
$1.7B +$1.48B +652% 13.3% – 492 91.06% 0
First Interstate Bank
1568
First Interstate Bank
Montana
$1.7B +$27.2M +2% 5.31% 48.2% 186 11.29% 4.9
Summit Global Investments
1569
Summit Global Investments
Utah
$1.7B +$322M +23% 4.33% 60.4% 537 35.38% 1.4
Spyglass Capital Management
1570
Spyglass Capital Management
California
$1.7B +$239M +16% 26.1% 154% 28 21.43% 1.5
Accredited Investors
1571
Accredited Investors
Minnesota
$1.69B +$80.5M +5% 9.59% 74% 258 15.12% 4.9
EcoR1 Capital
1572
EcoR1 Capital
California
$1.69B +$3.31M +0.2% 16.1% 310% 52 40.38% 2
Cyndeo Wealth Partners
1573
Cyndeo Wealth Partners
Florida
$1.69B +$163M +11% 11.7% 93% 497 16.3% 1.6
Alaska Permanent Fund
1574
Alaska Permanent Fund
Alaska
$1.69B -$5.43B -76% 6.18% 69.2% 474 97.89% 3.8
Western Wealth Management
1575
Western Wealth Management
Colorado
$1.69B +$174M +12% 11.2% 82.6% 750 13.2% 3.5