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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)
Dundas Partners
1776
Dundas Partners
United Kingdom
$924M -$176M -16% 15% 87.6% 57 5.26% 2.5
Baskin Financial Services
1777
Baskin Financial Services
Ontario, Canada
$923M -$213M -19% 17.8% 69.1% 62 12.9% 4.3
Phillips Financial Management
1778
Phillips Financial Management
Indiana
$923M -$134M -13% 11.5% 45.6% 144 31.25% 5
Oribel Capital Management
1779
Oribel Capital Management
New York
$922M -$667M -42% 6.71% 337% 169 61.54% 0.7
LBMC Investment Advisors
1780
LBMC Investment Advisors
Tennessee
$921M -$209M -18% 14.7% 52.8% 171 19.88% 4.1
Wipfli Financial Advisors
1781
Wipfli Financial Advisors
Wisconsin
$920M -$70.8M -7% 14.4% – 105 27.62% 0.6
Greenvale Capital
1782
Greenvale Capital
United Kingdom
$917M +$30.7M +3% 23.6% 101% 20 45% 0.8
1900 Wealth Management
1783
1900 Wealth Management
Texas
$917M -$135M -13% 12.7% 61% 244 11.48% 1.1
Forward Management
1784
Forward Management
California
$917M -$42.4M -4% 0.64% 36.9% 36 41.67% 0.9
HighPoint Advisor Group
1785
HighPoint Advisor Group
Illinois
$914M – – 13.9% – 541 – 3
Lincluden Management
1786
Lincluden Management
Ontario, Canada
$914M -$216M -19% 12.8% 56.6% 75 8% 5.2
Sand Grove Capital Management
1787
Sand Grove Capital Management
United Kingdom
$913M +$76.5M +9% 0.54% 410% 23 47.83% 0.3
Wealthcare Capital Management
1788
Wealthcare Capital Management
Virginia
$913M -$116M -11% 11.1% 46.2% 83 27.71% 5
Evanson Asset Management
1789
Evanson Asset Management
California
$909M -$120M -12% 15% 66.6% 313 20.77% 4.7
Rehmann Capital Advisory Group
1790
Rehmann Capital Advisory Group
Michigan
$909M -$144M -14% 12.8% 64.6% 570 16.84% 3.1
Capital Asset Advisory Services
1791
Capital Asset Advisory Services
Michigan
$908M -$32.2M -3% 12.2% 51% 630 19.21% 2
Greenhouse Funds
1792
Greenhouse Funds
Maryland
$908M -$82.7M -8% 11.8% 90.7% 56 44.64% 0.9
Thomasville National Bank
1793
Thomasville National Bank
Georgia
$907M -$128M -12% 12.1% – 225 7.11% 4.6
KPF
1794
K2 Principal Fund
Ontario, Canada
$907M -$253M -22% 19.6% 76.5% 435 48.28% 0.4
Bernzott Capital Advisors
1795
Bernzott Capital Advisors
California
$905M -$186M -17% 14.8% 46.6% 55 18.18% 3.8
BCM
1796
Bluefin Capital Management
New York
$904M -$192M -18% 8.19% – 853 53.22% 0.5
Mill Capital Management
1797
Mill Capital Management
North Carolina
$903M -$144M -14% 14.4% 104% 140 15% 0.5
Mizuho Markets Cayman
1798
Mizuho Markets Cayman
Cayman Islands
$902M -$330M -27% 24.6% 219% 123 30.08% 1.2
CWM
1799
Cornerstone Wealth Management
Missouri
$902M -$127M -12% 13.3% 69.8% 494 16.6% 3.2
Main Management ETF Advisors
1800
Main Management ETF Advisors
California
$901M -$176M -16% 15.8% 97.2% 28 17.86% 1.8