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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)
WealthPLAN Partners
1701
WealthPLAN Partners
Nebraska
$732M +$67.3M +10% 1.87% 71.6% 254 13.39% 2.4
Pictet North America Advisors
1702
Pictet North America Advisors
Switzerland
$731M +$43.3M +6% 1.6% 67.7% 157 8.28% 2.2
BTS Asset Management
1703
BTS Asset Management
Massachusetts
$731M +$639M +694% 0.1% 8.8% 20 20% 0.5
Connors Investor Services
1704
Connors Investor Services
Pennsylvania
$728M -$26.3M -3% 0.5% 125% 151 10.6% 3.7
Cape Cod Five Cents Savings Bank
1705
Cape Cod Five Cents Savings Bank
Massachusetts
$725M +$21.2M +3% 1.7% – 182 3.85% 4.7
Doyle Wealth Management
1706
Doyle Wealth Management
Florida
$724M +$917K +0.1% 2.34% 32.3% 866 77.83% 1.8
MFP
1707
Michael F. Price
$723M -$47.5M -6% 0.83% 42.6% 136 25.74% 2.6
PIMG
1708
Patriot Investment Management Group
Tennessee
$723M +$9.08M +1% 0.66% 52.9% 221 7.24% 0.5
E-L Financial Corp
1709
E-L Financial Corp
Ontario, Canada
$723M +$14.6M +2% 0.92% 68.6% 2 0% 2.8
WC
1710
Walthausen & Co
New York
$722M -$34.6M -5% 2.09% 63.3% 151 18.54% 2
Focus Financial Network
1711
Focus Financial Network
Minnesota
$722M +$46.5M +7% 1.29% 106% 396 9.85% 0.5
Kimelman & Baird
1712
Kimelman & Baird
New York
$721M +$2.44M +0.3% 1.04% – 104 4.81% 4.4
Broadwood Capital
1713
Broadwood Capital
New York
$720M -$79.5M -10% 10.5% 110% 7 0% 4.1
Savant Capital
1714
Savant Capital
Illinois
$720M +$10.4M +1% 0.41% 61.2% 343 8.16% 3.6
Main Management
1715
Main Management
California
$720M +$31.9M +5% 0.01% 64.1% 93 11.83% 2.4
Sapience Investments
1716
Sapience Investments
California
$719M -$15.2M -2% 0.74% 54.9% 92 14.13% 1.7
Vicus Capital
1717
Vicus Capital
Pennsylvania
$718M +$5.99M +0.8% 0.64% 59.6% 242 11.98% 3.3
Wexford Capital
1718
Wexford Capital
Florida
$718M -$142M -16% 6.88% 128% 173 72.25% 0.5
BOK Financial Private Wealth
1719
BOK Financial Private Wealth
Colorado
$717M +$32.9M +5% 0.58% 61.8% 137 14.6% 2.8
Banco de Sabadell
1720
Banco de Sabadell
Florida
$717M -$148M -17% 1.34% 75.1% 400 30% 1.2
Denali Advisors
1721
Denali Advisors
California
$715M +$46.5M +7% 0.81% 106% 348 27.87% 1.5
Cove Street Capital
1722
Cove Street Capital
California
$715M -$60M -8% 3.92% 84.2% 106 18.87% 2.8
L & S Advisors
1723
L & S Advisors
California
$715M -$42.9M -6% 2.32% 231% 345 18.26% 1.5
Ensemble Capital Management
1724
Ensemble Capital Management
California
$713M +$4.18M +0.6% 1.02% 36.2% 29 13.79% 3.9
Knighthead Capital Management
1725
Knighthead Capital Management
New York
$713M -$6.37M -0.9% 44.4% 74.1% 11 27.27% 1.7