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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)
Dearborn Partners
1776
Dearborn Partners
Illinois
$1.77B -$81.2M -4% 6.67% 46.1% 290 8.97% 5.9
Frank Rimerman Advisors
1777
Frank Rimerman Advisors
California
$1.77B +$241M +16% 25.5% 149% 660 17.88% 1.9
Cardinal Point Capital Management
1778
Cardinal Point Capital Management
Ontario, Canada
$1.77B +$134M +8% 10.2% 65.8% 312 14.1% 1.3
Atairos Group
1779
Atairos Group
Pennsylvania
$1.76B +$537M +44% 25.9% 27.9% 5 20% 3.7
Rheos Capital Works
1780
Rheos Capital Works
Japan
$1.75B +$256M +17% 37.3% 220% 88 23.86% 1.3
Fifth Third Securities
1781
Fifth Third Securities
Ohio
$1.75B +$208M +13% 13.1% 62.7% 371 11.05% 2.4
Simmons Bank
1782
Simmons Bank
Arkansas
$1.75B +$260M +17% 18.5% 92.9% 380 12.63% 6.2
Kryger Capital
1783
Kryger Capital
United Kingdom
$1.75B +$339M +24% 11.9% 421% 148 75% 0.1
Liberty 77 Capital
1784
Liberty 77 Capital
District of Columbia
$1.75B +$296M +20% 28.3% – 3 0% 1.3
Plato Investment Management
1785
Plato Investment Management
Australia
$1.75B +$263M +18% 25.7% – 569 22.14% 1.8
Kepler Cheuvreux
1786
Kepler Cheuvreux
$1.75B +$243M +16% 27.4% – 207 39.13% 0.5
Mogy Joel R Investment Counsel
1787
Mogy Joel R Investment Counsel
California
$1.75B +$148M +9% 14.8% 121% 122 7.38% 8.5
ACG
1788
Aventail Capital Group
New York
$1.74B -$343M -16% 8.75% 154% 214 48.13% 0.9
PO
1789
PBCay One
United Arab Emirates
$1.74B +$398M +30% 12.7% – 23 39.13% 0.6
SFG
1790
Sather Financial Group
Texas
$1.74B +$116M +7% 13% 82.3% 129 21.71% 3.4
Shufro Rose & Co
1791
Shufro Rose & Co
New York
$1.74B +$271M +18% 18.1% 68.1% 334 12.87% 5.2
KNB
1792
Khazanah Nasional Berhad
$1.74B +$194M +13% 13.8% 73.6% 165 23.64% 0.5
Goehring & Rozencwajg Associates
1793
Goehring & Rozencwajg Associates
New York
$1.74B -$122M -7% 17% 148% 43 4.65% 2.9
AMI Asset Management
1794
AMI Asset Management
California
$1.74B +$171M +11% 22.8% 96.6% 106 16.04% 3.7
Fidelis Capital Partners
1795
Fidelis Capital Partners
Florida
$1.74B +$333M +24% 19% 115% 557 12.93% 2
GC Wealth Management RIA
1796
GC Wealth Management RIA
Massachusetts
$1.73B -$682M -28% 19.3% – 553 21.16% 1.4
Lee, Danner & Bass
1797
Lee, Danner & Bass
Tennessee
$1.73B +$142M +9% 17.4% – 254 4.72% 7.4
Beese Fulmer Investment Management
1798
Beese Fulmer Investment Management
Ohio
$1.73B +$171M +11% 26.5% 124% 500 32.8% 4.4
SCI
1799
S&CO Inc
Massachusetts
$1.73B +$119M +7% 12.7% 68.8% 230 8.7% 7
Valley Wealth Managers
1800
Valley Wealth Managers
New Jersey
$1.73B +$178M +11% 22% 118% 351 11.4% 3.9