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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)
Advocacy Wealth Management Services
1601
Advocacy Wealth Management Services
Georgia
$1.63B +$161M +11% 7.44% 48.3% 64 15.63% 2
Parsons Capital Management
1602
Parsons Capital Management
Rhode Island
$1.63B -$202M -11% 7.11% 84.9% 447 5.37% 6.9
Meeder Asset Management
1603
Meeder Asset Management
Ohio
$1.63B +$146M +10% 14.4% 156% 1,031 30.65% 1.4
Punch & Associates Investment Management
1604
Punch & Associates Investment Management
Minnesota
$1.63B +$100M +7% 9.62% 97.5% 175 13.14% 4.4
BIP Wealth
1605
BIP Wealth
Georgia
$1.62B +$88.7M +6% 7.35% 51.8% 301 11.3% 1.5
Rakuten Group
1606
Rakuten Group
Japan
$1.62B +$787M +94% 97.7% – 2 0% 0.3
Diversify Wealth Management
1607
Diversify Wealth Management
Utah
$1.62B +$272M +20% 11.6% – 556 12.05% 0.8
Franklin Street Advisors
1608
Franklin Street Advisors
North Carolina
$1.61B +$199M +14% 16.5% 130% 181 12.71% 5.9
Helikon Investments
1609
Helikon Investments
United Kingdom
$1.61B +$307M +23% 14.7% 282% 23 26.09% 1.5
Evanson Asset Management
1610
Evanson Asset Management
California
$1.61B +$198M +14% 8.17% 66.6% 339 13.57% 5.4
3EDGE Asset Management
1611
3EDGE Asset Management
Florida
$1.61B +$138M +9% 4.36% 44.1% 96 19.79% 1.1
Legacy Wealth Management (Tennessee)
1612
Legacy Wealth Management (Tennessee)
Tennessee
$1.61B +$107M +7% 7.27% 50.4% 43 34.88% 4.8
Proficio Capital Partners
1613
Proficio Capital Partners
Massachusetts
$1.61B +$314M +24% 10.1% 97% 481 28.9% 2.5
Main Street Research
1614
Main Street Research
Connecticut
$1.61B +$76.1M +5% 21.8% 232% 128 31.25% 4.4
BBR Partners
1615
BBR Partners
New York
$1.61B +$190M +13% 9.47% 63.4% 273 23.81% 3
Rock Springs Capital Management
1616
Rock Springs Capital Management
Maryland
$1.6B -$143M -8% 8.33% 342% 105 20% 3.8
Global Alpha Capital Management
1617
Global Alpha Capital Management
Quebec, Canada
$1.6B +$230M +17% 9.25% 80.4% 61 13.11% 3.6
Greenwood Gearhart
1618
Greenwood Gearhart
Arkansas
$1.6B +$156M +11% 9.61% 70.6% 111 9.91% 4.4
Principle Wealth Partners
1619
Principle Wealth Partners
Connecticut
$1.6B +$202M +14% 10.2% 79.9% 371 11.86% 3.8
Good Life Advisors
1620
Good Life Advisors
Pennsylvania
$1.6B +$181M +13% 9.92% 60% 542 16.42% 3.5
Atwood & Palmer
1621
Atwood & Palmer
Missouri
$1.6B +$158M +11% 10.2% 90% 527 18.79% 4.7
FountainVest China Capital Partners GP3
1622
FountainVest China Capital Partners GP3
Cayman Islands
$1.6B -$613M -28% 36.6% 121% 2 0% 3.4
Rothschild Investment LLC
1623
Rothschild Investment LLC
Illinois
$1.6B +$101M +7% 9.71% 99.4% 3,233 13.18% 1.8
LMCG Investments
1624
LMCG Investments
Massachusetts
$1.6B +$88.6M +6% 12.8% 135% 232 4.74% 6.9
Portolan Capital Management
1625
Portolan Capital Management
Massachusetts
$1.59B +$279M +21% 35.8% 738% 147 45.58% 1.5