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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)
Easterly Investment Partners
1801
Easterly Investment Partners
Massachusetts
$1.48B +$83.8M +6% 7.28% 57.6% 218 22.02% 2.3
Integral Health Asset Management
1802
Integral Health Asset Management
New York
$1.48B +$386M +35% 40% 564% 92 39.13% 0.7
Leith Wheeler Investment Counsel
1803
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.48B +$71.8M +5% 7.37% 52.3% 76 19.74% 2.9
GPCM
1804
Greenbrier Partners Capital Management
Texas
$1.48B +$112M +8% 10.2% 96.1% 13 0% 9.9
FAS Wealth Partners
1805
FAS Wealth Partners
Kansas
$1.48B +$125M +9% 7% 72.3% 484 9.09% 4.9
Plato Investment Management
1806
Plato Investment Management
Australia
$1.48B +$146M +11% 10.2% – 546 10.99% 1.3
IQ EQ Fund Management
1807
IQ EQ Fund Management
Ireland
$1.48B +$351M +31% 13.9% 109% 330 11.21% 3.3
1900 Wealth Management
1808
1900 Wealth Management
Texas
$1.48B +$153M +12% 5.91% 61% 237 11.39% 3.3
Icon Wealth Advisors
1809
Icon Wealth Advisors
Texas
$1.47B +$70.4M +5% 6.85% – 553 14.65% 1.7
NewSquare Capital
1810
NewSquare Capital
Pennsylvania
$1.47B +$127M +9% 8.89% 76.5% 1,304 86.27% 5.3
Motley Fool Wealth Management
1811
Motley Fool Wealth Management
Virginia
$1.47B -$183M -11% 0.56% 70.7% 135 11.11% 4.2
Baring Fintech Manager Holding
1812
Baring Fintech Manager Holding
Guernsey
$1.47B -$57.9M -4% 3.78% – 1 0% 0.8
Charles Schwab Trust
1813
Charles Schwab Trust
Nevada
$1.47B +$140M +11% 5.82% 52.7% 182 7.69% 3.4
Cantor Fitzgerald Investment Advisors
1814
Cantor Fitzgerald Investment Advisors
New York
$1.47B +$56.2M +4% 5.49% 73.4% 195 5.64% 3.7
Sourcerock Group
1815
Sourcerock Group
Colorado
$1.47B -$447M -23% 10.3% 59.1% 51 54.9% 0.8
Sage Financial Group
1816
Sage Financial Group
Pennsylvania
$1.47B +$116M +9% 7.28% 67% 102 5.88% 4.9
Founders Financial Securities
1817
Founders Financial Securities
Maryland
$1.47B +$154M +12% 6.58% 64.3% 536 17.16% 2.5
Trinity Street Asset Management
1818
Trinity Street Asset Management
United Kingdom
$1.47B +$9.7M +0.7% 5.84% 76.9% 21 4.76% 2.1
SSI Investment Management
1819
SSI Investment Management
California
$1.47B +$48.2M +3% 1.72% 15.7% 255 2.75% 2.7
Fifth Third Securities
1820
Fifth Third Securities
Ohio
$1.46B +$133M +10% 6.98% 62.7% 329 12.16% 2.1
Bramshill Investments
1821
Bramshill Investments
Florida
$1.46B +$508M +53% 1.62% 3.6% 174 27.59% 1.6
Heitman Real Estate Securities
1822
Heitman Real Estate Securities
Illinois
$1.46B +$53M +4% 3.64% 48.3% 67 31.34% 3.6
Vantage Investment Partners
1823
Vantage Investment Partners
Missouri
$1.46B +$89.7M +7% 7.96% 77.4% 67 10.45% 4.8
Helikon Investments
1824
Helikon Investments
United Kingdom
$1.46B -$152M -9% 9.64% 282% 21 28.57% 1.5
DNCA Finance
1825
DNCA Finance
France
$1.46B +$151M +12% 7.68% – 115 10.43% 0.9