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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)
Joel Isaacson & Co
1776
Joel Isaacson & Co
New York
$702M +$128M +22% 20.5% 72.5% 219 15.07% 4.4
Money Design
1777
Money Design
Japan
$702M +$137M +24% 12.1% 26.4% 69 20.29% 1.4
SFMG Wealth Advisors
1778
SFMG Wealth Advisors
Texas
$702M +$34.9M +5% 12.8% 76.1% 177 25.99% 2.6
YCG LLC
1779
YCG LLC
Texas
$702M +$106M +18% 18.1% 27% 43 4.65% 4.5
HGC Investment Management
1780
HGC Investment Management
Ontario, Canada
$702M +$124M +21% 7.86% 33.2% 164 48.17% 0.5
TP
1781
Thunderbird Partners
United Kingdom
$701M +$62.1M +10% 22.5% 38% 10 50% 1.1
Liberty Mutual Group Asset Management
1782
Liberty Mutual Group Asset Management
Massachusetts
$701M -$313M -31% 17.2% 47.9% 15 40% 1.9
Full Sail Capital
1783
Full Sail Capital
Oklahoma
$701M +$140M +25% 19.2% 55.4% 157 8.92% 1.2
Ulysses Management
1784
Ulysses Management
New York
$700M +$202M +41% 42.7% 51.8% 51 45.1% 1.4
Fidelity National Financial
1785
Fidelity National Financial
Florida
$700M +$72.5M +12% 24.2% 2.54% 34 8.82% 2.3
Portfolio Solutions
1786
Portfolio Solutions
Michigan
$700M +$84.3M +14% 18% 11.6% 51 15.69% 2.3
Cardan Capital Partners
1787
Cardan Capital Partners
Colorado
$699M +$97M +16% 16.6% 64% 252 32.94% 1.4
Conservest Capital Advisors
1788
Conservest Capital Advisors
Pennsylvania
$699M +$95.2M +16% 17.8% 58.6% 74 12.16% 2.5
Shenkman Capital Management
1789
Shenkman Capital Management
New York
$699M +$29.9M +4% 0.04% 3.15% 91 1.1% 1.3
ORIX Corp
1790
ORIX Corp
Japan
$698M -$45.8M -6% 6.16% 11.7% 1 0% 2.5
Pictet North America Advisors
1791
Pictet North America Advisors
Switzerland
$697M +$113M +19% 23.9% 67.7% 144 20.14% 2.8
One Capital Management
1792
One Capital Management
California
$697M +$107M +18% 16.6% 50.5% 194 12.89% 3.8
ProVise Management Group
1793
ProVise Management Group
Florida
$697M +$100M +17% 17.2% 66.8% 294 17.35% 4.3
Csenge Advisory Group
1794
Csenge Advisory Group
Florida
$696M +$316M +83% 18.3% 66.3% 427 43.56% 0.9
Versant Venture Management
1795
Versant Venture Management
California
$696M +$331M +91% 63.3% 409% 12 25% 2
WealthSource Partners
1796
WealthSource Partners
California
$695M +$60.6M +10% 15.4% 16.8% 398 26.38% 1.8
Middleton & Co
1797
Middleton & Co
Massachusetts
$694M +$123M +21% 24.3% 81.8% 146 7.53% 4.9
Grassi Investment Management
1798
Grassi Investment Management
California
$694M +$122M +21% 19.9% 170% 134 23.13% 3.7
Evensky & Katz
1799
Evensky & Katz
Florida
$693M +$56.7M +9% 18.8% 61.1% 103 16.5% 3.3
YHB Investment Advisors
1800
YHB Investment Advisors
Connecticut
$693M +$113M +19% 21.7% 96.2% 179 8.94% 4.5