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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)
CBIZ Investment Advisory Services
1676
CBIZ Investment Advisory Services
Ohio
$1.09B -$84.5M -7% 3.94% 48.7% 34 11.76% 1
Park West Asset Management
1677
Park West Asset Management
California
$1.09B -$54.2M -5% 3.08% 181% 48 45.83% 1.3
Mason Investment Advisory Services
1678
Mason Investment Advisory Services
Virginia
$1.09B -$71.2M -6% 1.93% 76.1% 68 14.71% 2.7
BIP Wealth
1679
BIP Wealth
Georgia
$1.09B -$135M -11% 2.5% 51.8% 207 19.81% 0.4
Evanson Asset Management
1680
Evanson Asset Management
California
$1.09B -$10.9M -1% 2.88% 66.6% 301 10.96% 5.2
Strategic Blueprint
1681
Strategic Blueprint
Georgia
$1.08B +$34.8M +3% 2.48% 82.1% 577 14.56% 2
Fort Baker Capital Management
1682
Fort Baker Capital Management
California
$1.08B +$332M +44% 3.41% 46.3% 123 43.09% 0.9
Ulysses Management
1683
Ulysses Management
New York
$1.08B -$7.11M -0.7% 6.15% 51.8% 62 48.39% 2
Soleus Capital Management
1684
Soleus Capital Management
Connecticut
$1.08B +$184M +20% 8.36% 508% 126 47.62% 0.8
Cacti Asset Management
1685
Cacti Asset Management
Georgia
$1.08B -$51.5M -5% 2.77% 171% 80 0% 7.5
Albion Financial Group
1686
Albion Financial Group
Utah
$1.08B -$58.9M -5% 4.21% 79.6% 504 11.31% 3.5
YHB Investment Advisors
1687
YHB Investment Advisors
Connecticut
$1.08B +$11.2M +1% 2.68% 96.2% 287 8.36% 5.1
YCG LLC
1688
YCG LLC
Texas
$1.08B -$38.6M -3% 3.5% 27% 40 0% 6.1
Advance Capital Management
1689
Advance Capital Management
Michigan
$1.08B +$199M +23% 2.47% 54.4% 132 14.39% 1.2
Ostrum Asset Management
1690
Ostrum Asset Management
France
$1.08B -$112M -9% 3.21% 107% 694 5.19% 0.6
Telemus Capital
1691
Telemus Capital
Michigan
$1.08B -$104M -9% 2.98% 27.9% 334 11.08% 4.9
Tower Bridge Advisors
1692
Tower Bridge Advisors
Pennsylvania
$1.08B -$10.5M -1% 2.13% 78.9% 241 22.41% 5.2
Yaupon Capital Management
1693
Yaupon Capital Management
New York
$1.08B +$295M +38% 2.73% 122% 145 57.93% 0.5
Checchi Capital Advisers
1694
Checchi Capital Advisers
California
$1.08B -$39.8M -4% 3.7% 68% 592 12.84% 5.3
HoyleCohen
1695
HoyleCohen
California
$1.08B -$55.1M -5% 3.7% 46.1% 268 5.6% 3.9
Formuepleje A/S
1696
Formuepleje A/S
Denmark
$1.08B -$66.9M -6% 5.72% 92.1% 77 3.9% 2.3
ProVise Management Group
1697
ProVise Management Group
Florida
$1.08B -$27.4M -2% 2.81% 66.8% 367 14.99% 5
DFPG Investments
1698
DFPG Investments
Utah
$1.08B -$34M -3% 1.44% 38.2% 648 22.53% 1.1
JTC Employer Solutions Trustee
1699
JTC Employer Solutions Trustee
Jersey
$1.08B +$25M +2% 0.23% 88.7% 373 4.83% 1.8
Rehmann Capital Advisory Group
1700
Rehmann Capital Advisory Group
Michigan
$1.07B -$41.4M -4% 3.28% 64.6% 579 13.82% 3.7