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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)
Hamilton Capital
1626
Hamilton Capital
Ohio
$2.02B +$89.4M +5% 4.55% – 174 21.26% 2.8
Trek Financial
1627
Trek Financial
Arizona
$2.01B +$131M +7% 21.9% 152% 579 31.43% 2
WealthPlan Investment Management
1628
WealthPlan Investment Management
Nebraska
$2.01B +$219M +12% 16.1% 74.2% 502 13.55% 1.6
Essex Financial Services
1629
Essex Financial Services
Connecticut
$2.01B +$225M +13% 15.4% 87.7% 878 14.35% 4
FOF
1630
Fenelon Opportunity Fund
Texas
$2.01B – – 13% – 6 – 0
JFS Wealth Advisors
1631
JFS Wealth Advisors
Pennsylvania
$2.01B +$219M +12% 11.8% 54.8% 2,306 20.42% 4
Courier Capital
1632
Courier Capital
New York
$2B +$214M +12% 13.1% 70.8% 407 7.37% 6.2
Strategic Blueprint
1633
Strategic Blueprint
Georgia
$2B +$282M +16% 16.6% 82.1% 734 18.12% 2.7
NWAM LLC
1634
NWAM LLC
Washington
$2B +$263M +15% 16.2% 112% 713 16.97% 1.8
Casdin Capital
1635
Casdin Capital
New York
$2B +$677M +51% 55.7% 370% 46 19.57% 2.4
Knights of Columbus Asset Advisors
1636
Knights of Columbus Asset Advisors
Connecticut
$2B +$225M +13% 22.5% 137% 433 19.17% 2.3
Cacti Asset Management
1637
Cacti Asset Management
Georgia
$1.99B +$344M +21% 44.2% 171% 78 2.56% 9.6
Boussard & Gavaudan Gestion SAS
1638
Boussard & Gavaudan Gestion SAS
France
$1.99B – – 3.07% – 103 – 0
Sepio Capital
1639
Sepio Capital
Utah
$1.99B +$146M +8% 13.7% 92% 405 23.46% 3.8
Toyota Motor Corp
1640
Toyota Motor Corp
Japan
$1.99B -$454M -19% 5.88% 78.9% 4 50% 4.6
PFG Advisors
1641
PFG Advisors
Arizona
$1.98B -$70M -3% 16.2% 82.7% 869 18.3% 2.5
Signal Advisors Wealth
1642
Signal Advisors Wealth
Michigan
$1.98B +$522M +36% 13.5% 70.5% 687 23.58% 1
Wesleyan Assurance Society
1643
Wesleyan Assurance Society
United Kingdom
$1.98B +$284M +17% 23.1% 102% 110 4.55% 5.5
Cramer Rosenthal McGlynn
1644
Cramer Rosenthal McGlynn
Connecticut
$1.98B +$614M +45% 30% 113% 103 23.3% 2.2
Cerity Partners OCIO
1645
Cerity Partners OCIO
New York
$1.98B +$309M +19% 17.7% – 29 17.24% 3.5
Polymer Capital Management (HK)
1646
Polymer Capital Management (HK)
Hong Kong
$1.98B +$818M +71% 71% – 218 63.76% 0.5
LGT Capital Partners
1647
LGT Capital Partners
Switzerland
$1.97B +$92.4M +5% 11.3% 67.2% 41 14.63% 3.7
Oxford Financial Group
1648
Oxford Financial Group
Indiana
$1.97B +$117M +6% 9.09% 77.2% 323 14.86% 3.9
Chas P. Smith & Associates (CPS)
1649
Chas P. Smith & Associates (CPS)
Florida
$1.97B +$130M +7% 10.3% 64.4% 201 13.43% 4.2
Jordan Park Group
1650
Jordan Park Group
California
$1.97B +$93.7M +5% 14.6% 43.2% 73 12.33% 2.6