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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)
Mason Investment Advisory Services
1726
Mason Investment Advisory Services
Virginia
$971M -$188M -16% 13.3% 76.1% 101 20.79% 2.1
B. Riley Wealth Management
1727
B. Riley Wealth Management
Tennessee
$970M -$328M -25% 12% 32.2% 827 32.89% 1.4
Beryl Capital Management
1728
Beryl Capital Management
California
$968M -$682M -41% 13.1% 3,932% 288 93.4% 0.2
Pembroke Management
1729
Pembroke Management
Quebec, Canada
$967M -$229M -19% 14.6% 105% 72 16.67% 2.7
SFG
1730
Sather Financial Group
Texas
$964M -$193M -17% 15.6% 70% 98 15.31% 2.6
RA
1731
Resolute Advisors
California
$963M -$1.4B -59% 54.6% 36.7% 139 10.79% 1
NorthRock Partners
1732
NorthRock Partners
Minnesota
$962M -$150M -13% 15.4% 62.8% 359 21.45% 2.1
First Long Island Investors
1733
First Long Island Investors
New York
$962M -$214M -18% 13.2% 85.5% 65 18.46% 5.6
Transcend Capital Advisors
1734
Transcend Capital Advisors
New Jersey
$961M -$157M -14% 13.4% 71.6% 555 17.66% 1.1
Regal Investment Advisors
1735
Regal Investment Advisors
Michigan
$961M -$129M -12% 12.3% 64.7% 570 20.35% 1.3
HoyleCohen
1736
HoyleCohen
California
$960M -$207M -18% 15.8% 46.1% 285 12.63% 3
LFCM
1737
Long Focus Capital Management
Puerto Rico
$954M +$176M +23% 19.1% 120% 122 21.31% 0.4
HighTower Trust
1738
HighTower Trust
Texas
$954M -$94.3M -9% 16% 90.4% 335 67.46% 1.3
Basso Capital Management
1739
Basso Capital Management
Connecticut
$953M -$88.4M -8% 0.07% 85.5% 732 23.09% 0.7
Brewin Dolphin Wealth Management
1740
Brewin Dolphin Wealth Management
Ireland
$952M +$58.2M +7% 17.6% 47.5% 396 17.93% 2.6
FAS Wealth Partners
1741
FAS Wealth Partners
Kansas
$950M -$113M -11% 13.7% 72.3% 417 11.27% 3.4
Crescent Grove Advisors
1742
Crescent Grove Advisors
Illinois
$950M -$71.4M -7% 13.3% 64.1% 305 19.67% 2.4
YHB Investment Advisors
1743
YHB Investment Advisors
Connecticut
$948M -$184M -16% 14.4% 96.2% 306 11.76% 4.3
Moody National Bank Trust Division
1744
Moody National Bank Trust Division
Texas
$948M -$2.28B -71% 11.3% 115% 553 41.77% 3.3
MCF Advisors
1745
MCF Advisors
Kentucky
$948M -$117M -11% 12.5% 50.2% 829 7.24% 0.3
JFS Wealth Advisors
1746
JFS Wealth Advisors
Pennsylvania
$947M -$112M -11% 12.6% 54.8% 2,022 7.42% 1.8
Pitcairn
1747
Pitcairn
Pennsylvania
$946M -$202M -18% 14.2% 111% 633 13.59% 4.1
McAdam LLC
1748
McAdam LLC
Pennsylvania
$946M -$112M -11% 13.5% 65.4% 241 19.92% 2.1
Campbell Newman Asset Management
1749
Campbell Newman Asset Management
Wisconsin
$946M -$92.6M -9% 11.9% 116% 117 5.98% 5.1
Siemens Fonds Invest
1750
Siemens Fonds Invest
Germany
$944M -$288M -23% 14.1% 126% 420 6.9% 1