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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)
Rehmann Capital Advisory Group
1651
Rehmann Capital Advisory Group
Michigan
$1.34B +$134M +11% 7.75% 64.6% 591 10.32% 3.8
IFG Advisory
1652
IFG Advisory
Georgia
$1.34B -$25.3M -2% 7.46% 70.1% 600 43.17% 3.2
Asset Dedication LLC
1653
Asset Dedication LLC
California
$1.34B +$111M +9% 6.87% 71.9% 1,070 7.29% 2.7
Sound Income Strategies
1654
Sound Income Strategies
Florida
$1.34B +$138M +11% 5.05% 31.4% 1,474 19.2% 2.7
Hamilton Capital
1655
Hamilton Capital
Ohio
$1.34B +$91M +7% 7.63% – 157 20.38% 1.9
Schechter Investment Advisors
1656
Schechter Investment Advisors
Michigan
$1.34B +$182M +16% 8.15% 36.1% 727 18.84% 1.5
Bowie Capital Management
1657
Bowie Capital Management
Texas
$1.34B +$451M +51% 8.26% 31.6% 33 12.12% 4.3
Belpointe Asset Management
1658
Belpointe Asset Management
Nevada
$1.34B +$197M +17% 9.28% 80.1% 854 26.23% 2.6
Simon Quick Advisors
1659
Simon Quick Advisors
New Jersey
$1.33B +$204M +18% 9.3% 77.8% 426 21.13% 1.9
Himension Capital (Singapore)
1660
Himension Capital (Singapore)
Singapore
$1.33B +$232M +21% 36.2% 492% 43 44.19% 0.8
Riverstone Holdings
1661
Riverstone Holdings
New York
$1.33B +$168M +14% 24.3% 89.8% 8 0% 3.3
Broadwood Capital
1662
Broadwood Capital
New York
$1.33B +$158M +13% 14% 110% 7 0% 8.6
Simmons Bank
1663
Simmons Bank
Arkansas
$1.33B +$106M +9% 11.6% 92.9% 343 6.12% 5.5
First Merchants Corp
1664
First Merchants Corp
Indiana
$1.33B +$110M +9% 9.35% 55.6% 225 10.67% 6.3
Oakworth Capital
1665
Oakworth Capital
Alabama
$1.33B +$81.1M +7% 7.29% 70% 708 7.63% 5.1
Baldwin Wealth Partners
1666
Baldwin Wealth Partners
Massachusetts
$1.33B +$54.7M +4% 9.84% 94.5% 744 9.01% 4.7
Valley Wealth Managers
1667
Valley Wealth Managers
New Jersey
$1.33B +$44.8M +3% 9.1% 118% 351 8.55% 3.3
Y-Intercept (HK)
1668
Y-Intercept (HK)
Hong Kong
$1.33B +$253M +24% 6.33% 41.6% 1,856 66.06% 0.2
First American Bank
1669
First American Bank
Illinois
$1.32B +$127M +11% 10.9% 114% 176 8.52% 5.5
Alerus Financial
1670
Alerus Financial
North Dakota
$1.32B +$98.8M +8% 10.2% 97.1% 166 12.65% 3.5
SSI Investment Management
1671
SSI Investment Management
California
$1.32B +$4.42M +0.3% 1.74% 15.7% 256 4.69% 2.9
Adero Partners
1672
Adero Partners
California
$1.32B +$143M +12% 10% 27.7% 212 13.21% 2.1
Apexium Financial
1673
Apexium Financial
Texas
$1.32B -$73.1M -5% 9.72% 89.6% 280 22.86% 2.1
Atwood & Palmer
1674
Atwood & Palmer
Missouri
$1.32B +$80.3M +6% 7.17% 90% 435 12.18% 5.1
Segment Wealth Management
1675
Segment Wealth Management
Texas
$1.32B +$184M +16% 10.8% 108% 269 13.75% 4.2