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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)
Verdence Capital Advisors
1876
Verdence Capital Advisors
Maryland
$1.24B -$11.1M -0.9% 1.46% 104% 673 11.14% 3.1
Sage Financial Group
1877
Sage Financial Group
Pennsylvania
$1.24B +$18.5M +2% 0.98% 67% 105 5.71% 4.3
Sound View Wealth Advisors Group
1878
Sound View Wealth Advisors Group
Georgia
$1.24B +$16.6M +1% 1.38% 73% 425 6.59% 3.3
Campbell Newman Asset Management
1879
Campbell Newman Asset Management
Wisconsin
$1.24B -$88.3M -7% 0.42% 116% 109 8.26% 6.4
Mount Yale Investment Advisors
1880
Mount Yale Investment Advisors
Colorado
$1.24B +$197M +19% 2.59% 81.9% 625 24.16% 2.6
Lutz Financial Services
1881
Lutz Financial Services
Nebraska
$1.24B +$4.96M +0.4% 1.33% 35.3% 94 9.57% 4.1
Triodos Investment Management
1882
Triodos Investment Management
Netherlands
$1.24B -$31M -2% 4.91% 89.9% 50 4% 3.2
Taiyo Life Insurance Company
1883
Taiyo Life Insurance Company
Japan
$1.23B -$28M -2% 2.71% 90.5% 13 15.38% 3.5
Hemenway Trust Hemenway Trust
1884
Hemenway Trust Hemenway Trust
New Hampshire
$1.23B -$31.3M -2% 0.45% 87.2% 136 8.82% 6.4
Proficio Capital Partners
1885
Proficio Capital Partners
Massachusetts
$1.23B +$227M +23% 2.82% 97% 381 29.66% 2.6
Prosperity Capital Advisors
1886
Prosperity Capital Advisors
Ohio
$1.23B +$56.1M +5% 0.27% 72.2% 372 19.09% 1.2
Creative Financial Designs
1887
Creative Financial Designs
Indiana
$1.23B +$44.4M +4% 0.36% 56.2% 1,867 13.93% 3
J. Safra Asset Management
1888
J. Safra Asset Management
New York
$1.23B +$177M +17% 1.75% 84.3% 368 26.36% 0.9
Strategy Capital
1889
Strategy Capital
California
$1.23B +$190M +18% 25.6% 316% 10 0% 3
Wealthquest
1890
Wealthquest
Ohio
$1.23B +$93.8M +8% 0.58% 52.1% 137 10.95% 4.3
American Assets Investment Management
1891
American Assets Investment Management
California
$1.23B +$85.3M +7% 167% 520% 164 7.93% 6.3
Clearlake Capital Group
1892
Clearlake Capital Group
California
$1.23B -$79.5M -6% 4.94% 47.3% 6 0% 2.8
Cornerstone Wealth Group
1893
Cornerstone Wealth Group
North Carolina
$1.23B +$16M +1% 2.16% 96% 292 15.75% 2
Stone Point Capital
1894
Stone Point Capital
Connecticut
$1.22B +$1.99M +0.2% 8.64% 15.7% 5 0% 5.3
Main Management
1895
Main Management
California
$1.22B +$7.5M +0.6% 1.68% 64.1% 144 9.72% 3.7
Keywise Capital Management (HK)
1896
Keywise Capital Management (HK)
Hong Kong
$1.22B +$210M +21% 42.9% 684% 18 22.22% 1.4
Cannae Holdings
1897
Cannae Holdings
Nevada
$1.22B -$82.2M -6% 3.12% 88.6% 5 0% 2.9
McDaniel Terry & Co
1898
McDaniel Terry & Co
Texas
$1.22B +$25.6M +2% 0.84% 57.9% 104 8.65% 5.5
YHB Investment Advisors
1899
YHB Investment Advisors
Connecticut
$1.22B +$9.8M +0.8% 1.57% 96.2% 289 7.27% 5.7
Strategic Value Partners
1900
Strategic Value Partners
Connecticut
$1.22B +$39M +3% 4.43% – 3 33.33% 0.6