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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)
JTC Employer Solutions Trustee
1801
JTC Employer Solutions Trustee
Jersey
$942M -$226M -19% 2.27% 88.7% 407 10.57% 1.3
Woodmont Investment Counsel
1802
Woodmont Investment Counsel
Tennessee
$941M +$57.2M +6% 4.73% 75.3% 265 12.08% 4.9
Ascent Group
1803
Ascent Group
Virginia
$940M +$90.2M +11% 4.96% 91.7% 508 17.52% 1
Virtu Financial
1804
Virtu Financial
New York
$940M +$184M +24% 8.44% 160% 2,521 79.97% 0.2
NorthRock Partners
1805
NorthRock Partners
Minnesota
$939M +$60.9M +7% 8.37% 62.8% 367 17.71% 2.5
Global Endowment Management
1806
Global Endowment Management
North Carolina
$939M +$36.5M +4% 5.96% 46.1% 117 20.51% 3.1
RPGK
1807
Retirement Planning Group (Kansas)
Kansas
$939M +$63.2M +7% 4.45% 54.7% 154 18.18% 2.6
SCM
1808
SIR Capital Management
New York
$938M -$12.4M -1% 2.63% 71.1% 79 40.51% 0.8
Hollencrest Capital Management
1809
Hollencrest Capital Management
California
$937M +$128M +16% 9.99% 85.6% 1,206 11.36% 1.4
Banc Funds Company
1810
Banc Funds Company
Illinois
$936M -$197M -17% 11.1% 69% 169 8.28% 5.2
Principle Wealth Partners
1811
Principle Wealth Partners
Connecticut
$935M +$52.9M +6% 5.68% 90.7% 329 10.03% 2.6
Washington Trust Bank
1812
Washington Trust Bank
Washington
$935M +$53M +6% 7.08% 80.5% 232 10.78% 5
First Financial Bank - Trust Division
1813
First Financial Bank - Trust Division
Ohio
$934M +$8.73M +0.9% 3.36% 68.6% 204 6.86% 6.2
Adell Harriman & Carpenter
1814
Adell Harriman & Carpenter
Texas
$931M +$61.5M +7% 10.2% 191% 174 9.77% 5
DFPG Investments
1815
DFPG Investments
Utah
$931M +$324M +53% 8.72% 38.2% 532 21.62% 0.9
1900 Wealth Management
1816
1900 Wealth Management
Texas
$931M +$8.76M +1% 4.21% 61% 240 2.5% 1.7
Vicus Capital
1817
Vicus Capital
Pennsylvania
$930M +$48.7M +6% 5.42% 59.6% 216 17.13% 2.8
Sixth Street Partners
1818
Sixth Street Partners
Texas
$930M +$32M +4% 4.06% 5.31% 13 15.38% 1.5
Redwood Investment Management
1819
Redwood Investment Management
Arizona
$930M +$175M +23% 3.71% 62.5% 282 32.27% 0.9
SFMG Wealth Advisors
1820
SFMG Wealth Advisors
Texas
$928M +$27.4M +3% 6.87% 76.1% 283 13.78% 3.1
Clough Capital Partners
1821
Clough Capital Partners
Massachusetts
$928M -$58.7M -6% 5.44% 175% 191 32.46% 0.7
Cyndeo Wealth Partners
1822
Cyndeo Wealth Partners
Florida
$928M +$76.2M +9% 4.47% 93% 338 13.31% 0.2
Fund Evaluation Group
1823
Fund Evaluation Group
Ohio
$924M +$144M +19% 8.15% 51.6% 30 6.67% 2.7
Nexpoint Asset Management
1824
Nexpoint Asset Management
Texas
$924M -$361M -28% 7.6% 253% 152 50% 1.1
Stephens Group Asset Management
1825
Stephens Group Asset Management
Arkansas
$924M +$45.7M +5% 4.32% 51.4% 26 3.85% 3.9