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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)
Boys Arnold & Co
1801
Boys Arnold & Co
North Carolina
$689M +$20.7M +3% 2.61% 11.5% 277 5.78% 3.9
Strategic Investment Management
1802
Strategic Investment Management
Virginia
$688M -$773M -53% 1.09% 53.4% 21 47.62% 2.1
Coastline Trust
1803
Coastline Trust
Rhode Island
$688M +$18.3M +3% 4.12% 106% 331 5.74% 4.1
Pictet North America Advisors
1804
Pictet North America Advisors
Switzerland
$688M +$19.6M +3% 3.97% 67.7% 161 13.04% 2
Main Management
1805
Main Management
California
$688M +$8.65M +1% 2.4% 64.1% 89 6.74% 2.3
Joel Isaacson & Co
1806
Joel Isaacson & Co
New York
$687M +$1.65M +0.2% 3.54% 72.5% 225 12.44% 4
La Financiere de L'Echiquier
1807
La Financiere de L'Echiquier
France
$685M +$82.5M +14% 6.11% 28.1% 58 25.86% 1
Campbell Newman Asset Management
1808
Campbell Newman Asset Management
Wisconsin
$684M +$36.8M +6% 6.39% 116% 126 4.76% 3.4
BOK Financial Private Wealth
1809
BOK Financial Private Wealth
Colorado
$684M -$65M -9% 2.37% 61.8% 129 8.53% 2.8
Meiji Yasuda Life Insurance
1810
Meiji Yasuda Life Insurance
Japan
$684M +$23.2M +4% 5.35% 27.5% 343 22.45% 3.1
ARGA Investment Management
1811
ARGA Investment Management
Connecticut
$684M +$16.1M +2% 1.27% 78.1% 72 27.78% 2
Zions Bancorporation
1812
Zions Bancorporation
Utah
$683M +$63.8M +10% 1.35% 22.9% 998 10.12% 0.8
JCM
1813
JS Capital Management
New York
$683M +$208M +44% 1.9% 52.4% 92 79.35% 0.3
Conservest Capital Advisors
1814
Conservest Capital Advisors
Pennsylvania
$682M +$14.9M +2% 2.3% 58.6% 82 4.88% 1.8
Transform Wealth
1815
Transform Wealth
Colorado
$680M +$142M +26% 4% 48.4% 242 36.36% 1.1
Kemper
1816
Kemper
Illinois
$679M +$17.8M +3% 3.6% 28.6% 49 0% 1.5
Capital Investment Services of America
1817
Capital Investment Services of America
Wisconsin
$679M +$54.6M +9% 6.34% 50.7% 68 5.88% 4.2
Baldwin Wealth Partners
1818
Baldwin Wealth Partners
Massachusetts
$679M +$7.22M +1% 6.03% 94.5% 538 7.99% 2.8
AJ Wealth Strategies
1819
AJ Wealth Strategies
New York
$678M +$73.7M +12% 2.63% 32.2% 118 18.64% 1.5
FWM
1820
Frontier Wealth Management
Missouri
$678M -$60.3M -8% 4.2% 42.8% 379 24.27% 2.7
Grassi Investment Management
1821
Grassi Investment Management
California
$678M +$2.6M +0.4% 3.5% 170% 144 23.61% 3.9
Cryder Capital Partners
1822
Cryder Capital Partners
United Kingdom
$676M +$25.7M +4% 3.56% 55.7% 9 0% 3.8
Endeavour Capital Advisors
1823
Endeavour Capital Advisors
Connecticut
$676M +$106M +19% 5.41% 105% 57 29.82% 1.6
Focus Financial Network
1824
Focus Financial Network
Minnesota
$675M +$51.6M +8% 2.84% 106% 380 8.68% 0.2
Sage Financial Group
1825
Sage Financial Group
Pennsylvania
$675M +$29.1M +5% 2.85% 62% 78 11.54% 2.7