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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)
Albion Financial Group
1676
Albion Financial Group
Utah
$1.66B +$125M +8% 7.81% 79.6% 670 15.52% 3.6
Kingswood Wealth Advisors
1677
Kingswood Wealth Advisors
California
$1.65B +$386M +31% 9.14% 134% 858 21.33% 1.2
Cadence Bank
1678
Cadence Bank
Mississippi
$1.65B +$129M +8% 7.55% 70.9% 352 8.24% 3.6
Monaco Asset Management
1679
Monaco Asset Management
Monaco
$1.65B +$1.08B +189% 21.7% 120% 113 44.25% 0.9
Cambria Investment Management
1680
Cambria Investment Management
California
$1.65B +$163M +11% 9.76% 72% 570 29.12% 1.4
Adell Harriman & Carpenter
1681
Adell Harriman & Carpenter
Texas
$1.65B +$139M +9% 10.5% 176% 180 8.89% 6.4
J. Safra Asset Management
1682
J. Safra Asset Management
New York
$1.65B +$210M +15% 8.74% 84.3% 505 34.46% 1
Trans-Canada Capital
1683
Trans-Canada Capital
Quebec, Canada
$1.65B +$177M +12% 7.42% – 14 28.57% 0.6
Jacobi Capital Management
1684
Jacobi Capital Management
Pennsylvania
$1.64B +$136M +9% 6.81% 76.6% 616 8.28% 4.9
Oak Associates
1685
Oak Associates
Ohio
$1.64B +$107M +7% 10.6% 152% 139 12.23% 6.1
Bank of Finland
1686
Bank of Finland
Finland
$1.63B +$103M +7% 6.52% 66.7% 4 0% 3.3
SCI
1687
S&CO Inc
Massachusetts
$1.63B +$74M +5% 6.38% 68.8% 230 6.52% 6.6
MCF Advisors
1688
MCF Advisors
Kentucky
$1.63B +$120M +8% 5.75% 50.2% 1,012 15.91% 2.4
Angeles Wealth Management
1689
Angeles Wealth Management
California
$1.63B +$173M +12% 7.51% 80.6% 452 14.82% 1.8
Himension Capital (Singapore)
1690
Himension Capital (Singapore)
Singapore
$1.63B +$351M +27% 23.8% 492% 97 42.27% 0.8
Keel Point
1691
Keel Point
Alabama
$1.63B +$113M +8% 6.97% 76.4% 559 13.6% 2.9
Root Financial Partners
1692
Root Financial Partners
California
$1.62B +$588M +57% 6.9% 62.5% 2,300 89% 0.1
Diameter Capital Partners
1693
Diameter Capital Partners
New York
$1.62B +$746M +85% 97.3% 378% 51 72.55% 0.4
Money Concepts Capital
1694
Money Concepts Capital
Florida
$1.62B +$126M +8% 8% 74.5% 498 17.47% 2.6
TFS
1695
Thoroughbred Financial Services
Tennessee
$1.62B +$189M +13% 13% 166% 591 12.35% 3
Insight Holdings Group
1696
Insight Holdings Group
New York
$1.62B -$771M -32% 1.99% 111% 35 42.86% 1.5
Fukoku Mutual Life Insurance
1697
Fukoku Mutual Life Insurance
Japan
$1.62B +$48.1M +3% 8.16% 103% 274 8.39% 7.7
GAM Holding
1698
GAM Holding
Switzerland
$1.62B +$196M +14% 8.37% 130% 314 37.58% 2.3
Investure LLC
1699
Investure LLC
Virginia
$1.62B +$305M +23% 7.09% 55.4% 16 6.25% 5
Willis Johnson & Associates
1700
Willis Johnson & Associates
Texas
$1.62B +$145M +10% 6.16% 50.9% 201 21.89% 2.3