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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)
SFMG Wealth Advisors
1801
SFMG Wealth Advisors
Texas
$857M -$5.11M -0.6% 5.47% 76.1% 282 13.48% 3
Mill Capital Management
1802
Mill Capital Management
North Carolina
$857M -$46.1M -5% 5.55% 104% 135 16.3% 0.7
1900 Wealth Management
1803
1900 Wealth Management
Texas
$855M -$61.5M -7% 5.89% 61% 231 8.23% 1.4
NYL Investors
1804
NYL Investors
New York
$855M +$3.52M +0.4% 4.27% 12.7% 32 3.13% 3.2
Heard Capital LLC
1805
Heard Capital LLC
Illinois
$855M -$78M -8% 11% 161% 37 24.32% 1.4
Bayview Asset Management
1806
Bayview Asset Management
Florida
$853M +$56M +7% 2.27% 55.4% 11 27.27% 1.6
Evanson Asset Management
1807
Evanson Asset Management
California
$852M -$57.4M -6% 6.12% 66.6% 283 14.13% 5
Hemenway Trust Hemenway Trust
1808
Hemenway Trust Hemenway Trust
New Hampshire
$851M -$27.5M -3% 3.02% 87.2% 135 10.37% 5.5
Taiyo Life Insurance Company
1809
Taiyo Life Insurance Company
Japan
$849M +$91.7M +12% 5.34% 90.5% 10 10% 2.1
Vicus Capital
1810
Vicus Capital
Pennsylvania
$849M -$36.2M -4% 5.71% 59.6% 226 13.72% 2.6
Anson Funds Management
1811
Anson Funds Management
Texas
$847M -$229M -21% 13.9% 2,010% 377 40.05% 0.7
Alpha Wave Global
1812
Alpha Wave Global
New York
$846M -$127M -13% 3.55% 226% 141 29.79% 0.8
Evensky & Katz
1813
Evensky & Katz
Florida
$845M -$31.1M -4% 5.53% 57.1% 85 12.94% 4.4
Empirical Finance
1814
Empirical Finance
Pennsylvania
$843M +$58.6M +7% 3.88% 124% 502 11.55% 1.9
RA
1815
Resolute Advisors
California
$843M -$120M -12% 11.7% 36.7% 147 14.97% 1.1
Blackhill Capital
1816
Blackhill Capital
New Jersey
$842M -$20.9M -2% 0.41% 212% 52 0% 8
YCG LLC
1817
YCG LLC
Texas
$840M -$44.1M -5% 4.67% 27% 42 2.38% 5.5
Essex Financial Services
1818
Essex Financial Services
Connecticut
$839M -$59.2M -7% 3.02% 87.7% 492 10.37% 3.6
Cape Cod Five Cents Savings Bank
1819
Cape Cod Five Cents Savings Bank
Massachusetts
$839M -$51.7M -6% 5.34% – 198 4.55% 5.9
Bain Capital Life Sciences Investors
1820
Bain Capital Life Sciences Investors
Massachusetts
$838M -$14.9M -2% 9.82% 507% 36 11.11% 1.8
Krilogy Financial
1821
Krilogy Financial
Missouri
$838M -$23.5M -3% 5.17% 79% 327 10.7% 3.1
Koshinski Asset Management
1822
Koshinski Asset Management
Illinois
$838M -$169M -17% 5.3% 76.5% 628 17.2% 2.5
Stephens Group Asset Management
1823
Stephens Group Asset Management
Arkansas
$837M -$26.2M -3% 4.57% 51.4% 25 0% 3.4
Baskin Financial Services
1824
Baskin Financial Services
Ontario, Canada
$836M -$86.9M -9% 3.08% 69.1% 57 7.02% 4.5
Clearline Capital
1825
Clearline Capital
New York
$836M +$62.4M +8% 6.31% 57.4% 166 29.52% 0.8