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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)
Guardian Capital Advisors (Canada)
1676
Guardian Capital Advisors (Canada)
Ontario, Canada
$748M -$8.54M -1% 1.52% 26.1% 169 8.28% 4.3
Calamos Wealth Management
1677
Calamos Wealth Management
Illinois
$748M +$6.86M +0.9% 2.03% 102% 242 9.09% 2.4
Atlantic Union Bankshares
1678
Atlantic Union Bankshares
Virginia
$747M +$2.75M +0.4% 1.17% 78.9% 273 14.29% 2.1
Clearstead Advisors
1679
Clearstead Advisors
Ohio
$747M -$3.59M -0.5% 1.74% 71.4% 279 7.89% 2
Boussard & Gavaudan Investment Management
1680
Boussard & Gavaudan Investment Management
United Kingdom
$746M +$96.5M +15% 3.61% 25.8% 40 70% 0.3
Maple Rock Capital Partners
1681
Maple Rock Capital Partners
Ontario, Canada
$746M +$142M +23% 0.51% 602% 20 30% 1
MSD Partners
1682
MSD Partners
New York
$745M -$79.3M -10% 7.98% 3.5% 34 44.12% 1.7
Lowe Brockenbrough & Co
1683
Lowe Brockenbrough & Co
Virginia
$745M +$11.2M +2% 1.62% 78.8% 220 6.82% 4.3
Annex Advisory Services
1684
Annex Advisory Services
Wisconsin
$744M +$34M +5% 0.87% 85.8% 132 15.91% 3.2
Altium Wealth Management
1685
Altium Wealth Management
New York
$742M +$52.7M +8% 0.69% 24.9% 301 10.3% 1.2
Atwood & Palmer
1686
Atwood & Palmer
Missouri
$742M +$1.59M +0.2% 2.2% 90% 320 9.38% 3.7
Pacific Heights Asset Management
1687
Pacific Heights Asset Management
California
$741M -$28.2M -4% 1.65% 181% 73 1.37% 5
GSA Capital Partners
1688
GSA Capital Partners
United Kingdom
$739M -$153M -17% 0.77% 94.7% 1,921 57.11% 0.7
SFMG Wealth Advisors
1689
SFMG Wealth Advisors
Texas
$739M +$1.71M +0.2% 2.31% 76.1% 163 8.59% 2.7
Webster Bank
1690
Webster Bank
Connecticut
$739M +$12.4M +2% 1.42% 77.5% 527 7.59% 3.2
TP
1691
Thunderbird Partners
United Kingdom
$738M -$68.2M -8% 2.88% 38% 8 12.5% 1.4
Segantii Capital Management
1692
Segantii Capital Management
Hong Kong
$736M -$395M -35% 7.82% 33.1% 138 84.06% 0.2
IHT Wealth Management
1693
IHT Wealth Management
Illinois
$735M +$46.8M +7% 1.46% 74.8% 644 20.5% 1.5
Infrastructure Capital Advisors
1694
Infrastructure Capital Advisors
New York
$735M -$103M -12% 3.38% 52% 129 52.71% 1.2
XS
1695
XR Securities
Illinois
$735M +$217M +42% 0.09% 17% 356 60.96% 0.4
JCM
1696
JS Capital Management
New York
$735M +$51.7M +8% 9.25% 52.4% 133 76.69% 0.3
EJF Capital
1697
EJF Capital
Virginia
$734M -$70.9M -9% 0.67% 127% 112 25.89% 1.6
Foster & Motley
1698
Foster & Motley
Ohio
$734M +$20.6M +3% 1.84% 68.8% 263 12.17% 3.2
NorthRock Partners
1699
NorthRock Partners
Minnesota
$734M +$384M +110% 1.26% 62.8% 212 66.51% 0.8
Evensky & Katz
1700
Evensky & Katz
Florida
$732M +$9.9M +1% 0.51% 57.1% 113 4.42% 2.6