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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)
Motley Fool Asset Management
1801
Motley Fool Asset Management
Virginia
$887M -$130M -13% 3.51% 135% 225 12.89% 3.1
Nexus Investment Management
1802
Nexus Investment Management
Ontario, Canada
$886M +$82.6M +10% 8.8% 93.5% 75 17.33% 6.2
Woodmont Investment Counsel
1803
Woodmont Investment Counsel
Tennessee
$883M +$83.4M +10% 9.35% 66.8% 255 5.49% 4.6
Girard Partners
1804
Girard Partners
Pennsylvania
$883M +$129M +17% 8.76% 25.7% 268 16.79% 4.1
FAS Wealth Partners
1805
FAS Wealth Partners
Kansas
$883M -$17.9M -2% 8.56% 72.3% 442 15.61% 3.5
Principle Wealth Partners
1806
Principle Wealth Partners
Connecticut
$882M -$178M -17% 11.3% 79.9% 320 10.63% 2.4
Quadrant Capital Group
1807
Quadrant Capital Group
Ohio
$882M +$126M +17% 9.53% 118% 2,922 12.49% 4.1
Guardian Capital Advisors (Canada)
1808
Guardian Capital Advisors (Canada)
Ontario, Canada
$882M +$81.5M +10% 10.1% 26.1% 167 12.57% 5.9
Washington Trust Bank
1809
Washington Trust Bank
Washington
$882M +$95.2M +12% 9.84% 80.5% 249 25.3% 4.7
Primavera Capital Management
1810
Primavera Capital Management
Cayman Islands
$882M -$94.8M -10% 9.07% 1.21% 4 0% 3.6
Vicus Capital
1811
Vicus Capital
Pennsylvania
$881M +$32.4M +4% 8.34% 59.6% 226 23.01% 2.8
Mount Yale Investment Advisors
1812
Mount Yale Investment Advisors
Colorado
$881M +$128M +17% 8.76% 81.9% 501 21.56% 2.2
TCV Trust & Wealth Management
1813
TCV Trust & Wealth Management
Virginia
$880M +$94M +12% 9.93% 75.3% 193 10.88% 6
Duality Advisers
1814
Duality Advisers
Florida
$879M -$39.6M -4% 5.03% 18.3% 823 70.11% 0.2
NorthRock Partners
1815
NorthRock Partners
Minnesota
$879M +$18.1M +2% 9.06% 62.8% 356 19.66% 2.2
Stephens Group Asset Management
1816
Stephens Group Asset Management
Arkansas
$878M +$41.1M +5% 6.59% 51.4% 26 3.85% 3.5
Southernsun Asset Management
1817
Southernsun Asset Management
Tennessee
$878M +$67.6M +8% 11.2% 54.7% 30 10% 5.1
Roundview Capital
1818
Roundview Capital
New Jersey
$876M +$84.3M +11% 8.12% 77.7% 297 11.78% 4.6
RPGK
1819
Retirement Planning Group (Kansas)
Kansas
$875M +$80.2M +10% 8.35% 54.7% 150 28% 2.7
Private Wealth Partners
1820
Private Wealth Partners
California
$874M +$91.3M +12% 7.76% 132% 91 19.78% 5
Palisade Asset Management
1821
Palisade Asset Management
Minnesota
$873M +$144M +20% 12.5% 61.8% 189 11.11% 6.2
Ithaka Group
1822
Ithaka Group
Virginia
$871M +$422M +94% 10.1% 143% 35 8.57% 4.5
Livforsakringsbolaget Skandia
1823
Livforsakringsbolaget Skandia
Sweden
$871M +$61.6M +8% 10.2% 181% 613 10.11% 6.4
Icon Wealth Advisors
1824
Icon Wealth Advisors
Texas
$870M +$46.4M +6% 9.15% – 417 26.14% 0.2
Adell Harriman & Carpenter
1825
Adell Harriman & Carpenter
Texas
$870M +$47.9M +6% 8.95% 176% 168 6.55% 4.9