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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)
WFM Asia
1751
WFM Asia
British Virgin Islands
$937M +$60.5M +7% 9.96% 89.9% 11 36.36% 2.2
GM Advisory Group
1752
GM Advisory Group
New York
$937M +$143M +18% 3.77% 53.6% 193 17.1% 2.9
YHB Investment Advisors
1753
YHB Investment Advisors
Connecticut
$937M +$37.9M +4% 8.21% 96.2% 296 9.46% 4.4
Sandhill Capital Partners
1754
Sandhill Capital Partners
New York
$937M +$61.3M +7% 15.5% 64.9% 94 17.02% 4
YCG LLC
1755
YCG LLC
Texas
$935M +$95M +11% 9.97% 27% 41 0% 5.8
Pembroke Management
1756
Pembroke Management
Quebec, Canada
$935M +$34.1M +4% 8.45% 105% 71 14.08% 2.8
Atlantic Union Bankshares
1757
Atlantic Union Bankshares
Virginia
$934M +$63.4M +7% 10.1% 78.9% 266 13.53% 4.2
Philadelphia Trust Company
1758
Philadelphia Trust Company
Pennsylvania
$934M +$49.6M +6% 11% 162% 236 16.1% 4.1
Evanson Asset Management
1759
Evanson Asset Management
California
$930M +$78.2M +9% 8.3% 66.6% 277 9.03% 5
Nicholas Hoffman & Company
1760
Nicholas Hoffman & Company
Georgia
$930M -$1.19B -56% 9.69% 65.1% 278 14.03% 3.9
Siemens
1761
Siemens
Germany
$928M -$183M -16% 12.1% 16.8% 2 0% 0.6
SPX Gestao de Recursos
1762
SPX Gestao de Recursos
Brazil
$926M -$154M -14% 14.1% 98.1% 132 64.39% 0.4
Bryn Mawr Capital Management
1763
Bryn Mawr Capital Management
Pennsylvania
$926M +$644M +228% 11.3% 71.4% 270 49.63% 1.5
First Financial Bank - Trust Division
1764
First Financial Bank - Trust Division
Ohio
$925M +$110M +14% 11.9% 68.6% 199 10.55% 6.2
Bank of Nova Scotia Trust
1765
Bank of Nova Scotia Trust
Ontario, Canada
$923M +$40.9M +5% 7.28% 61.4% 139 7.91% 4.8
BerganKDV Wealth Management
1766
BerganKDV Wealth Management
Minnesota
$923M +$86.9M +10% 7.88% 27.9% 1,136 16.9% 3.1
Deccan Value Investors
1767
Deccan Value Investors
Connecticut
$923M +$124M +16% 7.16% 66.5% 5 0% 2.8
1900 Wealth Management
1768
1900 Wealth Management
Texas
$922M +$67.1M +8% 9.58% 61% 243 13.17% 1.5
Parcion Private Wealth
1769
Parcion Private Wealth
Washington
$922M +$27.6M +3% 9.04% 103% 224 27.68% 1.9
Windward Capital Management
1770
Windward Capital Management
California
$922M +$37.3M +4% 7.07% 78.5% 78 1.28% 6.8
Transcend Capital Advisors
1771
Transcend Capital Advisors
New Jersey
$920M +$16.5M +2% 8.2% 71.6% 531 16.76% 1.5
Dundas Partners
1772
Dundas Partners
United Kingdom
$920M +$60.5M +7% 8.59% 87.6% 52 1.92% 2.9
Simcoe Capital Management
1773
Simcoe Capital Management
New York
$919M +$210M +30% 41.7% 48.7% 17 35.29% 1.4
Delta Asset Management
1774
Delta Asset Management
Tennessee
$918M +$92.7M +11% 10.7% 53.8% 669 80.72% 1.6
Washington Trust Advisors
1775
Washington Trust Advisors
Massachusetts
$915M -$153M -14% 7.64% 106% 917 15.38% 1