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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)
Valeo Financial Advisors
1576
Valeo Financial Advisors
Indiana
$823M +$110M +15% 11.8% 82.7% 1,698 14.9% 1.1
AT Bancorp
1577
AT Bancorp
Iowa
$823M +$67.3M +9% 9.35% 21.8% 250 20% 3.3
Rheos Capital Works
1578
Rheos Capital Works
Japan
$822M +$153M +23% 24.5% 220% 14 7.14% 0.7
Oxbow Advisors
1579
Oxbow Advisors
Texas
$822M +$73.8M +10% 10.6% 66.3% 308 10.06% 2.2
Sheaff Brock Investment Advisors
1580
Sheaff Brock Investment Advisors
Indiana
$822M +$186M +29% 14.5% 61.9% 532 14.85% 2.2
Pacific Financial Group
1581
Pacific Financial Group
Washington
$820M +$190M +30% 12% 61.1% 75 30.67% 2.5
Merit Financial Group
1582
Merit Financial Group
Georgia
$820M +$155M +23% 10.6% 67.3% 138 36.23% 0.8
Advisornet Financial
1583
Advisornet Financial
Minnesota
$818M +$94.6M +13% 10.9% 71.2% 1,723 15.55% 0.9
Cooper Investors
1584
Cooper Investors
Australia
$818M +$94.7M +13% 15.5% 57.5% 35 11.43% 2.3
Bank of Nova Scotia Trust
1585
Bank of Nova Scotia Trust
Ontario, Canada
$818M +$83.3M +11% 13.8% 61.4% 125 11.2% 3.5
Cove Street Capital
1586
Cove Street Capital
California
$817M +$44.2M +6% 16.1% 84.2% 106 14.15% 2.6
Summit Partners Public Asset Management
1587
Summit Partners Public Asset Management
Massachusetts
$817M +$78.2M +11% 29.8% 1,167% 104 64.42% 0.6
Choreo LLC
1588
Choreo LLC
Illinois
$817M +$117M +17% 13.8% 83.8% 206 12.62% 3.5
Sonora Investment Management
1589
Sonora Investment Management
Arizona
$817M +$128M +19% 7.16% 32.8% 1,665 26.85% 1.6
Broadwood Capital
1590
Broadwood Capital
New York
$817M +$104M +15% 19.2% 110% 8 12.5% 3.6
Chas P. Smith & Associates (CPS)
1591
Chas P. Smith & Associates (CPS)
Florida
$816M +$78.5M +11% 10.8% 64.4% 107 8.41% 3.7
Sigma Investment Counselors
1592
Sigma Investment Counselors
Michigan
$816M +$97.3M +14% 11.5% 59.4% 159 11.32% 3.7
MB Financial Bank - Trust Department
1593
MB Financial Bank - Trust Department
Illinois
$816M +$8.84M +1% 6.55% 23.5% 397 17.88% 3.5
Skye Global Management
1594
Skye Global Management
Florida
$814M +$319M +64% 22.6% 77.8% 61 52.46% 0.3
Infrastructure Capital Advisors
1595
Infrastructure Capital Advisors
New York
$812M +$205M +34% 15.8% 52% 101 29.7% 1.4
Community Trust & Investment
1596
Community Trust & Investment
Kentucky
$811M +$143M +21% 11.5% 123% 64 18.75% 2.8
Manikay Partners
1597
Manikay Partners
New York
$811M -$217M -21% 18.7% 91.7% 43 76.74% 1.1
MSD Partners
1598
MSD Partners
New York
$808M -$337M -29% 22.3% 3.5% 34 44.12% 1.7
Sageworth Trust
1599
Sageworth Trust
Pennsylvania
$808M +$55.8M +7% 11.6% 64.5% 305 47.54% 0.9
Maryland Capital Management
1600
Maryland Capital Management
Maryland
$807M +$115M +17% 15.7% 44.5% 188 12.77% 3.5