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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)
Foster Victor Wealth Advisors
1626
Foster Victor Wealth Advisors
South Carolina
$1.75B +$33.2M +2% 1.23% 78.2% 255 13.73% 3.2
CAS Investment Partners
1627
CAS Investment Partners
Connecticut
$1.75B -$589M -25% 23.9% 527% 5 0% 4.6
DNCA Finance
1628
DNCA Finance
France
$1.75B +$20.3M +1% 2.66% – 112 17.86% 1.1
GuardCap Asset Management
1629
GuardCap Asset Management
United Kingdom
$1.75B -$2B -53% 9.42% 21.9% 28 7.14% 6.2
Meeder Asset Management
1630
Meeder Asset Management
Ohio
$1.75B -$110M -6% 1.13% 156% 1,037 27.87% 1.6
Siemens Fonds Invest
1631
Siemens Fonds Invest
Germany
$1.75B -$131M -7% 2.88% 126% 560 4.64% 3.2
Valiant Capital Management
1632
Valiant Capital Management
California
$1.74B -$27.1M -2% 3.84% 348% 38 23.68% 2.4
NWAM LLC
1633
NWAM LLC
Washington
$1.74B -$51.9M -3% 0.06% 112% 680 17.94% 1.8
McKinley Carter Wealth Services
1634
McKinley Carter Wealth Services
West Virginia
$1.73B -$55.4M -3% 0.67% 63.2% 331 9.97% 5.1
Roffman Miller Associates
1635
Roffman Miller Associates
Pennsylvania
$1.73B -$96.8M -5% 1.67% 83.5% 86 1.16% 7.7
Punch & Associates Investment Management
1636
Punch & Associates Investment Management
Minnesota
$1.73B +$20.3M +1% 4.23% 97.5% 177 20.34% 3.9
Regal Investment Advisors
1637
Regal Investment Advisors
Michigan
$1.73B +$59.7M +4% 0.53% 64.7% 681 18.36% 2.7
Ocean Park Asset Management
1638
Ocean Park Asset Management
California
$1.73B -$399M -19% 0.98% 19.3% 98 56.12% 0.9
Commodore Capital
1639
Commodore Capital
New York
$1.73B +$226M +15% 39.1% 2,121% 45 46.67% 1.1
Guyasuta Investment Advisors
1640
Guyasuta Investment Advisors
Pennsylvania
$1.73B -$25.2M -1% 0.9% 99.5% 277 7.94% 6.5
Rebalance
1641
Rebalance
California
$1.72B +$11.4M +0.7% 1.15% 47.6% 109 10.09% 2.3
Strategic Blueprint
1642
Strategic Blueprint
Georgia
$1.72B +$23.4M +1% 0.83% 82.1% 698 15.04% 2.8
Verdence Capital Advisors
1643
Verdence Capital Advisors
Maryland
$1.72B +$30.1M +2% 0.99% 104% 760 28.29% 3.5
E.S. Barr & Co
1644
E.S. Barr & Co
Kentucky
$1.72B -$202M -11% 8.21% 73.5% 136 22.79% 6.8
Main Street Research
1645
Main Street Research
Connecticut
$1.72B -$29.6M -2% 5% 232% 159 25.79% 3.8
Willis Johnson & Associates
1646
Willis Johnson & Associates
Texas
$1.72B +$94.3M +6% 0.05% 50.9% 211 18.96% 2.5
Oasis Management Company
1647
Oasis Management Company
Cayman Islands
$1.72B +$174M +11% 0.61% 368% 121 21.49% 1.1
Glenorchy Capital
1648
Glenorchy Capital
Australia
$1.72B +$66.1M +4% 27.4% – 72 15.28% 1.7
Legacy Wealth Management (Tennessee)
1649
Legacy Wealth Management (Tennessee)
Tennessee
$1.71B -$20.7M -1% 1.94% 50.4% 31 3.23% 5.6
Inspire Investing
1650
Inspire Investing
Idaho
$1.71B +$602M +54% 5.48% 107% 1,178 11.88% 2.5