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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)
Oxford Financial Group
1601
Oxford Financial Group
Indiana
$1.77B +$84.6M +5% 4.54% 77.2% 283 9.89% 3.7
Advisornet Financial
1602
Advisornet Financial
Minnesota
$1.77B +$216M +14% 6.84% 71.2% 2,352 10.25% 3.6
Grandfield & Dodd
1603
Grandfield & Dodd
New York
$1.76B +$55.2M +3% 4.63% 70.8% 215 3.26% 7.5
NXG Investment Management
1604
NXG Investment Management
Texas
$1.76B +$35.3M +2% 4.45% 121% 72 23.61% 3.7
Granite Investment Partners
1605
Granite Investment Partners
California
$1.76B -$288M -14% 10.4% 131% 274 16.06% 5.1
Burkehill Global Management
1606
Burkehill Global Management
New York
$1.76B +$406M +30% 15% – 152 47.37% 0.2
Parsons Capital Management
1607
Parsons Capital Management
Rhode Island
$1.76B +$131M +8% 9.24% 84.9% 468 8.55% 6.7
Consulta
1608
Consulta
United Kingdom
$1.76B +$194M +12% 3.87% 30.7% 12 16.67% 2.7
KNB
1609
KHAZANAH NASIONAL BERHAD
$1.75B +$118M +7% 8.08% 73.6% 14 0% 1.6
Meeder Asset Management
1610
Meeder Asset Management
Ohio
$1.75B +$126M +8% 9.76% 156% 977 30.81% 1.6
Rivernorth Capital Management
1611
Rivernorth Capital Management
Florida
$1.75B -$54.5M -3% 3.22% 9.04% 571 53.59% 1
Traynor Capital Management
1612
Traynor Capital Management
Pennsylvania
$1.75B +$343M +24% 11.8% 225% 384 37.24% 2.6
Jordan Park Group
1613
Jordan Park Group
California
$1.75B +$212M +14% 6.51% 43.2% 74 16.22% 2.3
Global Alpha Capital Management
1614
Global Alpha Capital Management
Quebec, Canada
$1.75B +$146M +9% 11% 80.4% 59 10.17% 3.8
Knights of Columbus Asset Advisors
1615
Knights of Columbus Asset Advisors
Connecticut
$1.75B +$95.8M +6% 10.2% 137% 418 21.53% 2.2
Courier Capital
1616
Courier Capital
New York
$1.75B +$98.3M +6% 7.18% 70.8% 399 5.51% 5.9
Sage Mountain Advisors
1617
Sage Mountain Advisors
Georgia
$1.75B +$208M +14% 7.49% 62.5% 575 18.96% 2.1
SC
1618
SRB Corp
Massachusetts
$1.74B +$77.9M +5% 6.47% 87.3% 23 0% 4
Cidel Asset Management
1619
Cidel Asset Management
Ontario, Canada
$1.74B +$77.1M +5% 5.46% 69.1% 380 11.32% 2.8
Smith Group Asset Management
1620
Smith Group Asset Management
Texas
$1.74B +$215M +14% 14.9% 222% 190 20.53% 2.4
Guyasuta Investment Advisors
1621
Guyasuta Investment Advisors
Pennsylvania
$1.74B +$106M +7% 8.29% 99.5% 269 7.43% 6.5
Finepoint Capital
1622
Finepoint Capital
Massachusetts
$1.74B +$383M +28% 9.15% 27.4% 11 27.27% 1.2
Financiere des Professionnels
1623
Financiere des Professionnels
Quebec, Canada
$1.74B +$80.7M +5% 7.58% 79.7% 449 33.18% 0.7
Verdence Capital Advisors
1624
Verdence Capital Advisors
Maryland
$1.74B +$272M +19% 7.99% 104% 743 15.21% 3.2
Franklin Street Advisors
1625
Franklin Street Advisors
North Carolina
$1.74B +$122M +8% 11.1% 130% 182 11.54% 6.1