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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)
W.R. Berkley Corp
1626
W.R. Berkley Corp
Connecticut
$1.74B -$172M -9% 2.46% 38.7% 304 47.37% 0.6
Greenwood Gearhart
1627
Greenwood Gearhart
Arkansas
$1.73B +$133M +8% 7.28% 70.6% 108 6.48% 4.7
BBR Partners
1628
BBR Partners
New York
$1.73B +$128M +8% 6.92% 63.4% 276 16.67% 2.8
Diversify Wealth Management
1629
Diversify Wealth Management
Utah
$1.73B +$115M +7% 7.99% – 565 9.56% 1
HMI Capital Management
1630
HMI Capital Management
California
$1.73B -$29.8M -2% 7.49% 5.95% 13 30.77% 1.6
Oakworth Capital
1631
Oakworth Capital
Alabama
$1.73B +$179M +12% 7.33% 70% 865 28.79% 4.6
Simplicity Wealth
1632
Simplicity Wealth
New Jersey
$1.73B -$675M -28% 8.26% 82.2% 746 26.54% 0.8
General American Investors
1633
General American Investors
New York
$1.73B +$164M +11% 11% 129% 77 11.69% 5.3
Punch & Associates Investment Management
1634
Punch & Associates Investment Management
Minnesota
$1.73B +$99.3M +6% 9.89% 97.5% 171 12.28% 4.3
Prosperity Capital Advisors
1635
Prosperity Capital Advisors
Ohio
$1.72B +$192M +13% 7.4% 72.2% 431 16.01% 1.5
Evensky & Katz
1636
Evensky & Katz
Florida
$1.72B +$86.3M +5% 6.54% 57.1% 74 2.7% 6.8
Principle Wealth Partners
1637
Principle Wealth Partners
Connecticut
$1.72B +$122M +8% 9.01% 79.9% 370 6.22% 4.1
Resonant Capital Advisors
1638
Resonant Capital Advisors
Wisconsin
$1.72B +$150M +10% 5.59% 56.5% 459 14.81% 2.6
Summit Global Investments
1639
Summit Global Investments
Utah
$1.71B +$16.3M +1% 6.19% 60.4% 559 35.42% 1.4
Rock Springs Capital Management
1640
Rock Springs Capital Management
Maryland
$1.71B +$107M +7% 27.7% 342% 102 17.65% 3.6
JFS Wealth Advisors
1641
JFS Wealth Advisors
Pennsylvania
$1.71B +$138M +9% 6.68% 54.8% 1,951 7.07% 4.3
Empire Life Investments
1642
Empire Life Investments
Ontario, Canada
$1.71B +$133M +8% 8.51% 90.8% 116 12.07% 3.6
Atwood & Palmer
1643
Atwood & Palmer
Missouri
$1.7B +$103M +6% 9.79% 90% 539 13.17% 5.1
Patten & Patten
1644
Patten & Patten
Tennessee
$1.7B +$156M +10% 8.75% 85.7% 353 11.05% 6.3
LMCG Investments
1645
LMCG Investments
Massachusetts
$1.7B +$106M +7% 10.9% 135% 232 7.33% 7.1
Hills Bank & Trust
1646
Hills Bank & Trust
Iowa
$1.7B +$113M +7% 5.23% 52.8% 329 6.69% 5.4
Legacy Wealth Management (Tennessee)
1647
Legacy Wealth Management (Tennessee)
Tennessee
$1.7B +$90.6M +6% 5.81% 50.4% 31 6.45% 5.3
Carrhae Capital
1648
Carrhae Capital
United Kingdom
$1.7B +$330M +24% 19.6% 182% 39 58.97% 0.8
Bristol Gate Capital Partners
1649
Bristol Gate Capital Partners
Ontario, Canada
$1.69B -$65.1M -4% 0.63% 79.2% 31 0% 4.2
Sepio Capital
1650
Sepio Capital
Utah
$1.69B +$285M +20% 7.16% 92% 322 18.01% 3.9