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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)
Edgemoor Investment Advisors
1826
Edgemoor Investment Advisors
Maryland
$892M +$83.5M +10% 11.2% 117% 139 15.11% 4.2
James Hambro & Partners
1827
James Hambro & Partners
United Kingdom
$892M +$183M +26% 12% 97% 100 48% 1
Visionary Wealth Advisors
1828
Visionary Wealth Advisors
Illinois
$892M +$182M +26% 12.4% 75.4% 305 22.62% 0.6
Howard Capital Management (New York)
1829
Howard Capital Management (New York)
New York
$891M +$100M +13% 13% 76.8% 97 9.28% 4.6
Vestmark Advisory Solutions
1830
Vestmark Advisory Solutions
Massachusetts
$891M +$147M +20% 14.5% 74.8% 614 16.12% 0.9
Laird Norton Wetherby Trust Company
1831
Laird Norton Wetherby Trust Company
Washington
$890M – – 12.3% 88.1% 161 – 0
Broad Bay Capital Management
1832
Broad Bay Capital Management
New York
$890M +$203M +30% 23.7% 338% 18 27.78% 1.3
Morningstar Investment Management
1833
Morningstar Investment Management
Illinois
$890M +$86.4M +11% 13.3% 57.4% 28 0% 1.3
Lombard Odier Asset Management (Switzerland)
1834
Lombard Odier Asset Management (Switzerland)
Switzerland
$887M -$64.2M -7% 18.5% 135% 374 71.12% 1.9
Rehmann Capital Advisory Group
1835
Rehmann Capital Advisory Group
Michigan
$886M +$97.3M +12% 11.8% 71.8% 502 19.32% 2.2
Abrams Bison Investments
1836
Abrams Bison Investments
Maryland
$886M +$85.7M +11% 21.7% 170% 11 9.09% 1.8
Regal Investment Advisors
1837
Regal Investment Advisors
Michigan
$885M +$800M +945% 12.2% 64.7% 468 94.02% 0.4
CCMP Capital
1838
CCMP Capital
New York
$884M +$248M +39% 39% 12.3% 1 0% 3.3
Cape Cod Five Cents Savings Bank
1839
Cape Cod Five Cents Savings Bank
Massachusetts
$883M +$99.2M +13% 11.2% – 183 9.29% 5.1
First Mercantile Trust
1840
First Mercantile Trust
Tennessee
$882M +$52.7M +6% 15.7% 51.2% 903 12.29% 2.5
Kentucky Retirement Systems Insurance Trust Fund
1841
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$882M +$160M +22% 14% 115% 482 7.68% 5
Campbell Newman Asset Management
1842
Campbell Newman Asset Management
Wisconsin
$881M +$101M +13% 11.9% 116% 123 8.13% 4.1
Raine Capital
1843
Raine Capital
New York
$880M -$481M -35% 16.9% 119% 13 15.38% 2
FAS Wealth Partners
1844
FAS Wealth Partners
Kansas
$879M +$147M +20% 14.6% 72.3% 351 11.97% 2.8
Baystate Wealth Management
1845
Baystate Wealth Management
Massachusetts
$878M +$40.7M +5% 11.3% 14.6% 805 18.88% 2.8
Caprock Group
1846
Caprock Group
Idaho
$877M +$146M +20% 14.9% – 498 20.28% 2.1
NWAM LLC
1847
NWAM LLC
Washington
$876M +$270M +45% 13% 126% 467 49.89% 2.1
Ledyard National Bank
1848
Ledyard National Bank
$876M +$84.7M +11% 11.9% 80.7% 231 5.63% 5.2
Ion Asset Management
1849
Ion Asset Management
Israel
$875M +$204M +30% 23.4% 125% 40 50% 0.8
Almanack Investment Partners
1850
Almanack Investment Partners
Pennsylvania
$875M +$62M +8% 9.7% 82.2% 478 40.38% 0.8