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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)
NorthRock Partners
1651
NorthRock Partners
Minnesota
$1.22B +$26.2M +2% 0.84% 62.8% 295 16.95% 1.8
Annex Advisory Services
1652
Annex Advisory Services
Wisconsin
$1.22B -$11.1M -0.9% 1.55% 85.8% 231 13.42% 2.7
Cumberland Partners
1653
Cumberland Partners
Ontario, Canada
$1.22B -$54.1M -4% 1.03% 101% 208 25% 2
Mogy Joel R Investment Counsel
1654
Mogy Joel R Investment Counsel
California
$1.22B +$38.3M +3% 2.97% 121% 114 1.75% 6.6
Tandem Investment Advisors
1655
Tandem Investment Advisors
South Carolina
$1.22B +$52.2M +4% 1.22% 10.4% 78 6.41% 2.8
McKinley Carter Wealth Services
1656
McKinley Carter Wealth Services
West Virginia
$1.22B +$11M +0.9% 0.94% 63.2% 295 7.46% 2.7
WMC
1657
Westwood Management Corporation
Illinois
$1.22B -$21.3M -2% 0.48% 44.3% 81 6.17% 3.8
Everence Capital Management
1658
Everence Capital Management
Indiana
$1.22B +$2.35M +0.2% 1.07% 108% 783 14.05% 3.1
Brigade Capital Management
1659
Brigade Capital Management
New York
$1.22B -$451M -27% 1.92% 42.7% 58 20.69% 1.4
RFG Advisory
1660
RFG Advisory
Alabama
$1.22B +$92.1M +8% 0.28% 52.3% 447 9.84% 2.3
Sepio Capital
1661
Sepio Capital
Utah
$1.21B -$711K -0.1% 1.12% 92% 390 22.05% 1.6
GeoWealth Management
1662
GeoWealth Management
Illinois
$1.21B +$422M +53% 0.63% 58% 408 37.75% 0.6
Avior Wealth Management
1663
Avior Wealth Management
Nebraska
$1.21B +$217M +22% 0.56% 71.4% 1,231 16.08% 2.7
Money Design
1664
Money Design
Japan
$1.21B +$242M +25% 1.71% 26.4% 72 27.78% 2.1
EnCap Energy Capital Fund X
1665
EnCap Energy Capital Fund X
Texas
$1.21B +$215M +22% 21.7% – 1 0% 0.5
One Capital Management
1666
One Capital Management
California
$1.21B +$83M +7% 1.31% 50.5% 217 11.06% 3.9
BBR Partners
1667
BBR Partners
New York
$1.21B -$56.3M -4% 2.75% 63.4% 236 23.73% 1.9
Cacti Asset Management
1668
Cacti Asset Management
Georgia
$1.21B -$34.1M -3% 0.14% 171% 79 2.53% 6
Woodley Farra Manion Portfolio Management
1669
Woodley Farra Manion Portfolio Management
Indiana
$1.21B -$86.9M -7% 1.35% 68.1% 99 5.05% 3.6
GenTrust
1670
GenTrust
Florida
$1.21B +$19.6M +2% 1.14% 53% 150 10.67% 0.8
Berkshire Partners
1671
Berkshire Partners
Massachusetts
$1.21B -$180M -13% 5.25% 79% 2 0% 6.3
Merriman Wealth Management
1672
Merriman Wealth Management
Washington
$1.2B +$37.4M +3% 1.37% 18.3% 230 20.43% 2
Sectoral Asset Management
1673
Sectoral Asset Management
Quebec, Canada
$1.2B -$33.6M -3% 1.04% 168% 147 27.21% 1.2
Greenwich Wealth Management
1674
Greenwich Wealth Management
Connecticut
$1.2B +$29.5M +3% 2.33% 198% 247 12.96% 3.6
Foster & Motley
1675
Foster & Motley
Ohio
$1.2B +$7.06M +0.6% 0.54% 68.8% 335 5.97% 3.4