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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)
TCI Wealth Advisors
1801
TCI Wealth Advisors
Arizona
$1.25B +$52.2M +4% 1.36% 68.2% 245 13.88% 7.2
Alerus Financial
1802
Alerus Financial
North Dakota
$1.25B -$56.8M -4% 1.49% 97.1% 173 16.76% 4.1
Mill Capital Management
1803
Mill Capital Management
North Carolina
$1.25B -$17.7M -1% 1.72% 119% 126 7.14% 2.9
Lombard Odier Asset Management (Europe)
1804
Lombard Odier Asset Management (Europe)
United Kingdom
$1.25B -$307M -20% 1.7% 79.7% 206 35.92% 1.5
Foster Dykema Cabot & Partners
1805
Foster Dykema Cabot & Partners
Massachusetts
$1.25B -$36.7M -3% 2.61% 81.1% 388 14.18% 1
DigitalBridge Group
1806
DigitalBridge Group
Florida
$1.24B -$154M -11% 5.72% 161% 78 32.05% 1.4
Foster Victor Wealth Advisors
1807
Foster Victor Wealth Advisors
South Carolina
$1.24B -$61.9M -5% 0.01% 78.2% 211 16.59% 3.2
RWWM Inc
1808
RWWM Inc
California
$1.24B +$148M +13% 8.3% 40.6% 21 9.52% 5.7
1607 Capital Partners
1809
1607 Capital Partners
Virginia
$1.24B -$3.12M -0.3% 2.25% 28.5% 135 13.33% 4.6
Crake Asset Management
1810
Crake Asset Management
United Kingdom
$1.24B +$314M +34% 10.3% 52.7% 17 58.82% 1.3
Advisor Resource Council
1811
Advisor Resource Council
Texas
$1.24B +$1.1B +790% 1.01% 74.7% 607 90.61% 0.1
Stephens Group Asset Management
1812
Stephens Group Asset Management
Arkansas
$1.24B +$39.1M +3% 2.08% 51.4% 34 5.88% 4.6
Sage Financial Group
1813
Sage Financial Group
Pennsylvania
$1.24B -$4.31M -0.3% 4.05% 67% 105 7.62% 4.4
Park West Asset Management
1814
Park West Asset Management
California
$1.24B -$7.26M -0.6% 4.9% 181% 61 47.54% 1.2
Avity Investment Management
1815
Avity Investment Management
Connecticut
$1.24B -$38.5M -3% 1.82% 119% 112 13.39% 5.6
Lee, Danner & Bass
1816
Lee, Danner & Bass
Tennessee
$1.24B -$25.5M -2% 3.3% – 746 70.64% 7.4
HS Management Partners
1817
HS Management Partners
New York
$1.24B -$219M -15% 5.25% 36.2% 24 8.33% 3.3
Sienna Gestion
1818
Sienna Gestion
France
$1.24B -$246M -17% 3.34% – 205 24.39% 0.8
Regal Investment Advisors
1819
Regal Investment Advisors
Michigan
$1.24B -$94.3M -7% 0.31% 64.7% 498 14.06% 3.1
Blue Whale Capital
1820
Blue Whale Capital
United Kingdom
$1.24B -$111M -8% 8.45% 409% 22 18.18% 1.5
Broadwood Capital
1821
Broadwood Capital
New York
$1.23B -$45.6M -4% 4.13% 110% 8 12.5% 8.4
Regeneron Pharmaceuticals
1822
Regeneron Pharmaceuticals
New York
$1.23B +$140M +13% 13.8% – 6 0% 0.3
Analog Century Management
1823
Analog Century Management
New York
$1.23B -$261M -17% 15.9% 785% 26 23.08% 2.1
Schaper Benz & Wise Investment Counsel
1824
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.23B -$13.8M -1% 0.1% 94.2% 151 2.65% 6.7
Asset Dedication LLC
1825
Asset Dedication LLC
California
$1.23B -$38.9M -3% 1.11% 71.9% 1,183 12% 3