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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)
Money Concepts Capital
1701
Money Concepts Capital
Florida
$1.5B +$160M +12% 9.6% 74.5% 461 13.88% 2.7
Trek Financial
1702
Trek Financial
Arizona
$1.49B +$110M +8% 12.2% 144% 463 27.65% 1.9
Nichols & Pratt Advisers
1703
Nichols & Pratt Advisers
Massachusetts
$1.49B +$26.6M +2% 2.42% 71.2% 105 9.52% 7.7
Frank Rimerman Advisors
1704
Frank Rimerman Advisors
California
$1.49B +$226M +18% 16% 149% 614 25.24% 1.4
Strategy Capital
1705
Strategy Capital
California
$1.49B +$419M +39% 40.7% 316% 10 0% 3.5
Regeneron Pharmaceuticals
1706
Regeneron Pharmaceuticals
New York
$1.49B +$251M +20% 21% – 6 33.33% 0.5
Cambria Investment Management
1707
Cambria Investment Management
California
$1.48B +$49.8M +3% 5.2% 72% 486 33.95% 1.5
Fragasso Financial Advisors
1708
Fragasso Financial Advisors
Pennsylvania
$1.48B +$136M +10% 8.82% 73.7% 283 9.54% 3.9
Fulton Breakefield Broenniman
1709
Fulton Breakefield Broenniman
Maryland
$1.48B +$94.7M +7% 8.03% 68% 200 10% 4.4
First Trust Capital Management
1710
First Trust Capital Management
Illinois
$1.48B +$95.6M +7% 5.37% 214% 149 57.72% 0.5
Foster Victor Wealth Advisors
1711
Foster Victor Wealth Advisors
South Carolina
$1.48B +$231M +19% 7.5% 78.2% 214 14.02% 3.2
Sumitomo Life Insurance
1712
Sumitomo Life Insurance
Japan
$1.47B -$1.32B -47% 12.8% 69.6% 284 10.92% 7.9
Baldwin Wealth Partners
1713
Baldwin Wealth Partners
Massachusetts
$1.47B +$47M +3% 7.5% 94.5% 238 12.61% 7.2
Willis Johnson & Associates
1714
Willis Johnson & Associates
Texas
$1.47B +$151M +11% 7.7% 50.9% 182 14.84% 2.4
Rebalance
1715
Rebalance
California
$1.47B +$114M +8% 7.4% 47.6% 98 8.16% 1.8
Ribbit Management Company
1716
Ribbit Management Company
California
$1.47B +$494M +51% 58.8% – 11 0% 1.3
Trans-Canada Capital
1717
Trans-Canada Capital
Quebec, Canada
$1.47B +$219M +17% 11.7% – 18 33.33% 0.4
Thomasville National Bank
1718
Thomasville National Bank
Georgia
$1.47B +$101M +7% 9.8% – 238 8.4% 6.6
Verdence Capital Advisors
1719
Verdence Capital Advisors
Maryland
$1.46B +$154M +12% 9.78% 97.1% 704 12.22% 3.2
Avestar Capital
1720
Avestar Capital
New York
$1.46B +$312M +27% 16.8% 101% 532 16.35% 2.2
Applied Finance Capital Management
1721
Applied Finance Capital Management
Puerto Rico
$1.46B +$104M +8% 10.5% 90.4% 370 37.57% 1
Invictus Private Wealth
1722
Invictus Private Wealth
Colorado
$1.46B +$199M +16% 14.3% 84.2% 88 17.05% 2
Maple Capital Management
1723
Maple Capital Management
Vermont
$1.46B +$166M +13% 12.8% 100% 129 17.05% 6
TCI Wealth Advisors
1724
TCI Wealth Advisors
Arizona
$1.46B +$210M +17% 7.8% 65% 265 18.11% 6.6
First American Bank
1725
First American Bank
Illinois
$1.46B +$107M +8% 12.7% 99.7% 174 6.9% 6