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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 Time
Held (Qtrs)
CPCM
1776
Cardinal Point Capital Management
Ontario, Canada
$1.77B +$134M +8% 10.2% 59.1% 312 14.1% 5.1
AG
1777
Atairos Group
Pennsylvania
$1.76B +$537M +44% 25.9% 27.9% 5 20% 14.8
RCW
1778
Rheos Capital Works
Japan
$1.75B +$256M +17% 37.3% 220% 88 23.86% 5.2
FTS
1779
Fifth Third Securities
Ohio
$1.75B +$208M +13% 13.1% 58.9% 371 11.05% 9.6
SB
1780
Simmons Bank
Arkansas
$1.75B +$260M +17% 18.5% 92.9% 380 12.63% 25
KC
1781
Kryger Capital
United Kingdom
$1.75B +$339M +24% 11.9% 421% 148 75% 0.5
L7C
1782
Liberty 77 Capital
District of Columbia
$1.75B +$296M +20% 28.3% – 3 0% 5.3
PIM
1783
Plato Investment Management
Australia
$1.75B +$263M +18% 25.7% – 569 22.14% 7.3
KC
1784
Kepler Cheuvreux
$1.75B +$243M +16% 27.4% – 207 39.13% 1.8
MJRIC
1785
Mogy Joel R Investment Counsel
California
$1.75B +$148M +9% 14.8% 121% 122 7.38% 33.8
ACG
1786
Aventail Capital Group
New York
$1.74B -$343M -16% 8.75% 154% 214 48.13% 3.5
PO
1787
PBCay One
United Arab Emirates
$1.74B +$398M +30% 12.7% – 23 39.13% 2.4
SFG
1788
Sather Financial Group
Texas
$1.74B +$116M +7% 13% 70% 129 21.71% 13.6
SRC
1789
Shufro Rose & Co
New York
$1.74B +$271M +18% 18.1% 68.1% 334 12.87% 20.9
GRA
1790
Goehring & Rozencwajg Associates
New York
$1.74B -$122M -7% 17% 148% 43 4.65% 11.5
AAM
1791
AMI Asset Management
California
$1.74B +$171M +11% 22.8% 81.6% 106 16.04% 14.6
FCP
1792
Fidelis Capital Partners
Florida
$1.74B +$333M +24% 19% 115% 557 12.93% 8.1
GWMR
1793
GC Wealth Management RIA
Massachusetts
$1.73B -$682M -28% 19.3% – 553 21.16% 5.6
LDB
1794
Lee, Danner & Bass
Tennessee
$1.73B +$142M +9% 17.4% – 254 4.72% 29.6
BFIM
1795
Beese Fulmer Investment Management
Ohio
$1.73B +$171M +11% 26.5% 113% 500 32.8% 17.6
SCI
1796
S&CO Inc
Massachusetts
$1.73B +$119M +7% 12.7% 68.8% 230 8.7% 27.8
VWM
1797
Valley Wealth Managers
New Jersey
$1.73B +$178M +11% 22% 118% 351 11.4% 15.8
TLFA
1798
True Link Financial Advisors
California
$1.73B +$110M +7% 5.44% 26.8% 423 76.6% 6.7
PP
1799
PDS Planning
Ohio
$1.73B +$212M +14% 13.8% 62.7% 628 13.69% 12
AFG
1800
Albion Financial Group
Utah
$1.73B +$176M +11% 12.8% 68% 764 18.46% 16