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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)
Icon Wealth Advisors
1851
Icon Wealth Advisors
Texas
$1.66B +$121M +8% 14.4% – 441 16.55% 2.2
SFMG Wealth Advisors
1852
SFMG Wealth Advisors
Texas
$1.66B +$184M +12% 16.2% 76.1% 365 16.71% 3.9
First American Trust
1853
First American Trust
California
$1.66B +$172M +12% 13.2% 84.6% 323 15.17% 3.5
Compass Capital Management
1854
Compass Capital Management
Minnesota
$1.66B +$3.07M +0.2% 8.09% 50.8% 98 18.37% 3.7
Cahaba Wealth Management
1855
Cahaba Wealth Management
Georgia
$1.66B +$185M +13% 10.4% 48.7% 165 10.91% 4.7
Pine Ridge Advisers
1856
Pine Ridge Advisers
New York
$1.66B +$33M +2% 14.7% 90.1% 45 15.56% 3.2
Ally Invest Advisors
1857
Ally Invest Advisors
North Carolina
$1.66B +$170M +11% 9.98% 41.1% 75 0% 3.7
SIA
1858
Strategic Investment Advisors
Michigan
$1.65B +$205M +14% 13.6% 66.1% 423 14.66% 2
Beacon Capital Management Inc (Ohio)
1859
Beacon Capital Management Inc (Ohio)
Ohio
$1.65B -$125M -7% 8.34% 46.4% 145 15.86% 2.4
American Assets Investment Management
1860
American Assets Investment Management
California
$1.65B +$178M +12% 22.7% 520% 148 2.7% 7.4
Gladius Capital Management
1861
Gladius Capital Management
Illinois
$1.65B -$593M -26% 14.8% 78% 110 77.27% 0.6
Shapiro Capital Management
1862
Shapiro Capital Management
Georgia
$1.65B +$49.7M +3% 22.9% 40.7% 56 21.43% 3
OHIF
1863
Oriental Harbor Investment Fund
Hong Kong
$1.65B +$517M +46% 133% – 19 68.42% 0.6
Gilead Sciences
1864
Gilead Sciences
California
$1.65B -$469M -22% 25.1% – 6 16.67% 1.5
MFF Capital Investments Ltd
1865
MFF Capital Investments Ltd
$1.65B +$129M +8% 13.1% – 19 0% 0.5
BFO
1866
Boston Family Office
Massachusetts
$1.65B +$145M +10% 13.3% 53.4% 326 8.59% 6.9
BTC Capital Management
1867
BTC Capital Management
Iowa
$1.65B +$170M +11% 16.6% – 219 10.96% 5.2
Silver Oak Securities
1868
Silver Oak Securities
Tennessee
$1.65B +$279M +20% 16.6% 73.4% 908 22.58% 1.8
Nichols & Pratt Advisers
1869
Nichols & Pratt Advisers
Massachusetts
$1.65B +$97.2M +6% 9.89% 71.2% 111 7.21% 8
Aureus Asset Management
1870
Aureus Asset Management
Massachusetts
$1.65B +$145M +10% 18.1% 93.9% 255 18.04% 4.1
First Light Asset Management
1871
First Light Asset Management
Minnesota
$1.65B +$529M +47% 42.6% 364% 37 21.62% 2.5
Armstrong Advisory Group
1872
Armstrong Advisory Group
Massachusetts
$1.64B +$152M +10% 11.5% 55.6% 1,018 8.94% 2.4
Triodos Investment Management
1873
Triodos Investment Management
Netherlands
$1.64B +$320M +24% 23.7% 89.9% 51 5.88% 3.8
Lutz Financial Services
1874
Lutz Financial Services
Nebraska
$1.64B +$154M +10% 8.7% 35.3% 112 10.71% 4.6
MPM BioImpact
1875
MPM BioImpact
Massachusetts
$1.64B +$345M +27% 53% 550% 48 37.5% 1.1