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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)
Parcion Private Wealth
1751
Parcion Private Wealth
Washington
$1.8B +$188M +12% 16% 114% 566 29.68% 1.9
Osborne Partners Capital Management
1752
Osborne Partners Capital Management
California
$1.8B -$91.2M -5% 14.1% 60.8% 214 13.08% 5.8
Soltis Investment Advisors
1753
Soltis Investment Advisors
Utah
$1.8B +$212M +13% 15.3% 95.1% 697 23.82% 2.2
1900 Wealth Management
1754
1900 Wealth Management
Texas
$1.8B +$238M +15% 12.7% 61% 317 21.77% 2.9
Avestar Capital
1755
Avestar Capital
New York
$1.8B +$239M +15% 19% 112% 587 20.61% 2.4
Willis Johnson & Associates
1756
Willis Johnson & Associates
Texas
$1.8B +$78M +5% 10.7% 50.9% 199 49.75% 3.6
Charles Schwab Trust
1757
Charles Schwab Trust
Nevada
$1.79B +$250M +16% 9.42% 52.7% 179 12.29% 3.9
Empire Life Investments
1758
Empire Life Investments
Ontario, Canada
$1.79B +$146M +9% 20.6% 90.8% 117 9.4% 3.5
Franklin Street Advisors
1759
Franklin Street Advisors
North Carolina
$1.79B +$160M +10% 17.8% 130% 182 8.79% 6.3
First American Bank
1760
First American Bank
Illinois
$1.79B +$196M +12% 15.5% 114% 210 12.86% 5.6
Oak Associates
1761
Oak Associates
Ohio
$1.79B +$301M +20% 33.5% 152% 148 11.49% 5.6
Catalyst Funds Management
1762
Catalyst Funds Management
Australia
$1.78B +$1.19B +202% 43.9% – 940 69.47% 0.3
E.S. Barr & Co
1763
E.S. Barr & Co
Kentucky
$1.78B +$64.4M +4% 8.87% 73.5% 114 7.02% 6.7
Capital Impact Advisors
1764
Capital Impact Advisors
Massachusetts
$1.78B +$1.54B +621% 53.1% – 35 31.43% 0.7
Guardian Wealth Advisors (North Carolina)
1765
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78B +$194M +12% 12.6% 58.9% 646 45.98% 2.6
Black Creek Investment Management
1766
Black Creek Investment Management
Ontario, Canada
$1.78B -$82.3M -4% 1.85% 11.1% 31 32.26% 4
Waterloo Capital
1767
Waterloo Capital
Texas
$1.78B +$355M +25% 14.8% 79.8% 607 28.5% 1.7
Sage Financial Group
1768
Sage Financial Group
Pennsylvania
$1.78B +$239M +16% 14.2% 67% 112 6.25% 5
Nicholas Investment Partners
1769
Nicholas Investment Partners
California
$1.78B +$390M +28% 34.8% 397% 245 32.24% 1.5
Financiere des Professionnels
1770
Financiere des Professionnels
Quebec, Canada
$1.77B +$67.9M +4% 21.5% 79.7% 423 37.59% 0.8
Covalis Capital
1771
Covalis Capital
United Kingdom
$1.77B +$147M +9% 6.44% 37.9% 175 72% 0.3
Indivisible Partners
1772
Indivisible Partners
Florida
$1.77B +$639M +57% 26.4% – 663 31.07% 0.3
Stephens Group Asset Management
1773
Stephens Group Asset Management
Arkansas
$1.77B +$200M +13% 12.4% 51.4% 26 0% 6.8
Oak Ridge Investments
1774
Oak Ridge Investments
Illinois
$1.77B +$256M +17% 46.4% 223% 201 25.37% 3
Park Presidio Capital
1775
Park Presidio Capital
California
$1.77B +$341M +24% 15.4% 94.1% 14 7.14% 4.9