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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)
Legacy Wealth Management (Tennessee)
1601
Legacy Wealth Management (Tennessee)
Tennessee
$1.56B +$14.6M +0.9% 0.05% 50.4% 45 8.89% 3.3
Smith Salley Wealth Management
1602
Smith Salley Wealth Management
North Carolina
$1.56B +$27.4M +2% 1.69% 106% 252 9.52% 4.9
FFH
1603
Fairfax Financial Holdings
Ontario, Canada
$1.56B +$457M +42% 7.19% 70.7% 35 22.86% 4.1
Heitman Real Estate Securities
1604
Heitman Real Estate Securities
Illinois
$1.55B -$281M -15% 4.96% 48.3% 64 25% 3.9
Lombard Odier Asset Management (Europe)
1605
Lombard Odier Asset Management (Europe)
United Kingdom
$1.55B -$801M -34% 1.03% 79.7% 215 18.14% 1.6
Efficient Advisors
1606
Efficient Advisors
Ohio
$1.55B -$41.1M -3% 3.57% 30.6% 68 5.88% 6.5
Edgar Lomax Company
1607
Edgar Lomax Company
Virginia
$1.55B -$86.6M -5% 4.06% 66.2% 68 4.41% 4.9
Adero Partners
1608
Adero Partners
California
$1.55B +$44.3M +3% 0.6% 27.7% 270 14.07% 2.2
Gilead Sciences
1609
Gilead Sciences
California
$1.55B – – 5.89% – 16 – 0
Aureus Asset Management
1610
Aureus Asset Management
Massachusetts
$1.55B +$19.1M +1% 4.85% 93.9% 229 16.59% 4.3
Insight Holdings Group
1611
Insight Holdings Group
New York
$1.55B -$755M -33% 0.8% 111% 33 27.27% 1.5
Oxford Financial Group
1612
Oxford Financial Group
Indiana
$1.54B -$33.5M -2% 0.02% 77.2% 327 18.04% 3
Politan Capital Management
1613
Politan Capital Management
New York
$1.54B -$228M -13% 5.89% 75.4% 4 0% 1.8
Everence Capital Management
1614
Everence Capital Management
Indiana
$1.54B -$45.7M -3% 4.34% 108% 1,062 52.92% 3.6
First National Bank of Omaha
1615
First National Bank of Omaha
Nebraska
$1.54B -$27.6M -2% 0.1% 70.9% 313 4.79% 6.5
Foster & Motley
1616
Foster & Motley
Ohio
$1.54B -$39.1M -2% 2.84% 68.8% 385 5.71% 4.9
Confluence Wealth Services
1617
Confluence Wealth Services
Pennsylvania
$1.54B +$170M +12% 1.36% 64.5% 353 10.48% 2
Tectonic Advisors
1618
Tectonic Advisors
Texas
$1.54B +$4.96M +0.3% 1.98% 44.9% 334 13.17% 2.2
Baader Bank Aktiengesellschaft
1619
Baader Bank Aktiengesellschaft
Germany
$1.53B -$177M -10% 3.47% 155% 517 40.81% 1
Boundary Creek Advisors
1620
Boundary Creek Advisors
New York
$1.53B +$245M +19% 4.09% 15% 34 32.35% 0.8
Legacy Private Trust
1621
Legacy Private Trust
Wisconsin
$1.53B +$40.9M +3% 1.17% 71.1% 249 10.44% 5.8
Evensky & Katz
1622
Evensky & Katz
Florida
$1.53B -$7.44M -0.5% 0.58% 61.1% 85 9.41% 6.2
Consulta
1623
Consulta
United Kingdom
$1.53B -$92.8M -6% 3.94% 30.7% 15 13.33% 3
Rothschild Investment LLC
1624
Rothschild Investment LLC
Illinois
$1.53B -$70.2K -0% 1.63% 99.4% 3,089 10.97% 1.5
Bar Harbor Wealth Management
1625
Bar Harbor Wealth Management
New Hampshire
$1.53B -$41.3M -3% 1.07% 85% 273 8.06% 6.8