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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)
Stairway Partners
1726
Stairway Partners
Illinois
$1.27B +$35.3M +3% 0.6% 48.1% 15 0% 7.2
Stone Point Capital
1727
Stone Point Capital
Connecticut
$1.27B +$42M +3% 2.03% 15.7% 7 42.86% 4
Roundview Capital
1728
Roundview Capital
New Jersey
$1.27B +$46.4M +4% 3.16% 77.7% 328 8.23% 5
Hillsdale Investment Management
1729
Hillsdale Investment Management
Ontario, Canada
$1.27B +$5.42M +0.4% 7.93% 271% 722 39.47% 1.7
Cacti Asset Management
1730
Cacti Asset Management
Georgia
$1.27B +$15.8M +1% 0.31% 171% 80 1.25% 8.2
JFS Wealth Advisors
1731
JFS Wealth Advisors
Pennsylvania
$1.27B +$8.45M +0.7% 1.06% 54.8% 2,065 6.78% 3.3
Adelante Capital Management
1732
Adelante Capital Management
California
$1.27B -$252M -17% 1.1% 43.2% 45 11.11% 4.1
Avalon Trust
1733
Avalon Trust
New Mexico
$1.26B +$44.3M +4% 6.95% 118% 338 10.36% 1.1
Mount Yale Investment Advisors
1734
Mount Yale Investment Advisors
Colorado
$1.26B -$41M -3% 4.68% 81.9% 584 15.75% 2.6
NXG Investment Management
1735
NXG Investment Management
Texas
$1.26B +$80.7M +7% 5.35% 136% 69 33.33% 3.3
Westpac Banking Corp
1736
Westpac Banking Corp
Australia
$1.26B -$51.6M -4% 6.92% 127% 493 16.43% 7.8
Linonia Partnership
1737
Linonia Partnership
New York
$1.26B +$160M +15% 1.67% – 13 30.77% 0.4
Trek Financial
1738
Trek Financial
Arizona
$1.26B -$4.33M -0.3% 4.8% 144% 473 36.58% 1.5
Courier Capital
1739
Courier Capital
New York
$1.26B -$124M -9% 2.04% 70.8% 370 12.16% 5.9
Owl Creek Asset Management
1740
Owl Creek Asset Management
New York
$1.26B +$308M +32% 9.28% 320% 72 47.22% 1.6
Valley Wealth Managers
1741
Valley Wealth Managers
New Jersey
$1.26B -$71.7M -5% 2.1% 118% 403 23.33% 2.9
Certuity
1742
Certuity
Florida
$1.26B +$116M +10% 3.73% 190% 392 24.49% 1.9
Berger Financial Group
1743
Berger Financial Group
Minnesota
$1.25B +$40.7M +3% 2.86% 59.9% 382 10.47% 1.8
Confluence Wealth Services
1744
Confluence Wealth Services
Pennsylvania
$1.25B +$121M +11% 1.51% 64.5% 372 12.37% 1.5
Crake Asset Management
1745
Crake Asset Management
United Kingdom
$1.25B +$264M +27% 1.95% 52.7% 17 17.65% 1.6
StoneX Group
1746
StoneX Group
New York
$1.25B +$137M +12% 1.99% 85.2% 795 33.58% 2.5
Grandeur Peak Global Advisors
1747
Grandeur Peak Global Advisors
Utah
$1.25B -$7.52M -0.6% 2.6% 96% 138 17.39% 2.7
Taiyo Life Insurance Company
1748
Taiyo Life Insurance Company
Japan
$1.25B +$8.23M +0.7% 4.79% 90.5% 13 0% 2.7
Campbell Newman Asset Management
1749
Campbell Newman Asset Management
Wisconsin
$1.25B +$17.4M +1% 4.18% 116% 111 6.31% 6
Beaumont Financial Advisors
1750
Beaumont Financial Advisors
Massachusetts
$1.25B +$37.1M +3% 2.98% 93.3% 382 9.16% 4