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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
GM
1701
GeoWealth Management
Illinois
$946M +$30M +3% 2.27% 42.4% 398 23.87%
2
1702
2Xideas
Switzerland
$945M -$3.44M -0.4% 9.04% 34% 76 17.11%
OCA
1703
OEP Capital Advisors
New York
$945M +$191M +25% 27.5% 16.9% 2 0%
EFS
1704
Essex Financial Services
Connecticut
$944M +$105M +12% 11.3% 73.2% 499 13.63%
SBWIC
1705
Schaper Benz & Wise Investment Counsel
Wisconsin
$943M +$79.3M +9% 12.8% 83.4% 143 11.19%
HTI
1706
Hikari Tsushin Inc
Japan
$941M +$121M +15% 12.9% 64% 57 7.02%
HEC
1707
Hudson Executive Capital
New York
$939M +$241M +35% 47.6% 144% 8 12.5%
HCL
1708
Heard Capital LLC
Illinois
$939M +$84.5M +10% 11.9% 97.6% 37 32.43%
ABI
1709
Abrams Bison Investments
Maryland
$938M +$11.6M +1% 15.6% 103% 16 37.5%
WA
1710
WFM Asia
British Virgin Islands
$937M +$60.5M +7% 9.96% 14.1% 11 36.36%
GAG
1711
GM Advisory Group
New York
$937M +$143M +18% 3.77% 53.6% 193 17.1%
YIA
1712
YHB Investment Advisors
Connecticut
$937M +$37.9M +4% 8.21% 85.7% 296 9.46%
SCP
1713
Sandhill Capital Partners
New York
$937M +$61.3M +7% 15.5% 56.5% 94 17.02%
YL
1714
YCG LLC
Texas
$935M +$95M +11% 9.97% 36.9% 41 0%
PM
1715
Pembroke Management
Quebec, Canada
$935M +$34.1M +4% 8.45% 94.8% 71 14.08%
AUB
1716
Atlantic Union Bankshares
Virginia
$934M +$63.4M +7% 10.1% 66% 266 13.53%
PTC
1717
Philadelphia Trust Company
Pennsylvania
$934M +$49.6M +6% 11% 141% 236 16.1%
EAM
1718
Evanson Asset Management
California
$930M +$78.2M +9% 8.3% 66.6% 277 9.03%
S
1719
Siemens
Germany
$928M -$183M -16% 12.1% 35.2% 2 0%
SGDR
1720
SPX Gestao de Recursos
Brazil
$926M -$154M -14% 14.1% 90.7% 132 64.39%
BMCM
1721
Bryn Mawr Capital Management
Pennsylvania
$926M +$644M +228% 11.3% 59.2% 270 49.63%
FFBTD
1722
First Financial Bank - Trust Division
Ohio
$925M +$110M +14% 11.9% 62.6% 199 10.55%
BONST
1723
Bank of Nova Scotia Trust
Ontario, Canada
$923M +$40.9M +5% 7.28% 51.9% 139 7.91%
BWM
1724
BerganKDV Wealth Management
Minnesota
$923M +$86.9M +10% 7.88% 27.9% 1,136 16.9%
DVI
1725
Deccan Value Investors
Connecticut
$923M +$124M +16% 7.16% 66.5% 5 0%