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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)
Schechter Investment Advisors
1726
Schechter Investment Advisors
Michigan
$1.36B +$29.9M +2% 4.99% 36.1% 727 17.61% 1.7
Rivulet Capital
1727
Rivulet Capital
New Jersey
$1.35B -$90M -6% 10.5% 27.4% 15 13.33% 1.9
Avalon Trust
1728
Avalon Trust
New Mexico
$1.35B +$89M +7% 7.08% 118% 330 8.18% 1.3
M.D. Sass LLC
1729
M.D. Sass LLC
New York
$1.35B -$41.2M -3% 8.97% 80.1% 39 23.08% 1.9
Thomasville National Bank
1730
Thomasville National Bank
Georgia
$1.35B +$101M +8% 6.89% – 247 8.5% 5.8
Valley Wealth Managers
1731
Valley Wealth Managers
New Jersey
$1.35B +$94.2M +8% 7.47% 118% 449 25.61% 2.9
Sonora Investment Management Group
1732
Sonora Investment Management Group
Arizona
$1.35B +$71.6M +6% 6.2% 78.3% 312 16.99% 1.9
Hamilton Capital
1733
Hamilton Capital
Ohio
$1.35B +$32.7M +2% 3.95% – 134 14.18% 2.3
Pacific Heights Asset Management
1734
Pacific Heights Asset Management
California
$1.35B +$72M +6% 9.57% 181% 72 1.39% 9.1
Cacti Asset Management
1735
Cacti Asset Management
Georgia
$1.34B +$74.5M +6% 9.78% 171% 80 5% 8.6
Campbell & Co Investment Adviser
1736
Campbell & Co Investment Adviser
Maryland
$1.34B +$167M +14% 7.37% 31% 1,390 51.73% 0.5
Advisornet Financial
1737
Advisornet Financial
Minnesota
$1.34B +$237M +22% 6.65% 71.2% 2,295 14.12% 3.3
Trek Financial
1738
Trek Financial
Arizona
$1.34B +$77.7M +6% 9.01% 144% 467 33.83% 1.6
Trust Point Inc
1739
Trust Point Inc
Wisconsin
$1.33B +$86M +7% 6.86% 82.6% 536 11.94% 0.7
GYL Financial Synergies
1740
GYL Financial Synergies
Connecticut
$1.33B +$35.1M +3% 6.54% 36% 384 10.94% 2.6
Campbell Newman Asset Management
1741
Campbell Newman Asset Management
Wisconsin
$1.33B +$78.5M +6% 6.79% 116% 109 4.59% 6.1
Woodmont Investment Counsel
1742
Woodmont Investment Counsel
Tennessee
$1.33B +$105M +9% 6.33% 66.8% 265 9.81% 5.5
FountainVest China Capital Partners GP3
1743
FountainVest China Capital Partners GP3
Cayman Islands
$1.33B +$309M +30% 31% 121% 2 0% 2.6
Stadion Money Management
1744
Stadion Money Management
Georgia
$1.33B +$104M +9% 5.73% 55.3% 22 0% 2.8
GSA Capital Partners
1745
GSA Capital Partners
United Kingdom
$1.32B -$106M -7% 9.35% 94.7% 2,115 52.72% 0.5
Hills Bank & Trust
1746
Hills Bank & Trust
Iowa
$1.32B +$89.5M +7% 5.75% 52.8% 305 6.89% 5
Trustmark National Bank Trust Department
1747
Trustmark National Bank Trust Department
Mississippi
$1.32B +$77.6M +6% 6.68% 58.6% 304 9.54% 5.1
GPCM
1748
Greenbrier Partners Capital Management
Texas
$1.32B +$111M +9% 5.57% 96.1% 14 7.14% 9.1
Jaffetilchin Investment Partners
1749
Jaffetilchin Investment Partners
Florida
$1.32B +$152M +13% 6.45% 88.1% 1,365 74.58% 0.9
Jacobi Capital Management
1750
Jacobi Capital Management
Pennsylvania
$1.32B +$171M +15% 7.07% 76.6% 564 10.11% 4.5