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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)
Kryger Capital
1876
Kryger Capital
United Kingdom
$1.41B +$120M +9% 11.4% 421% 104 78.85% 0.1
Evergreen Wealth Solutions
1877
Evergreen Wealth Solutions
Pennsylvania
$1.41B +$697M +97% 1.2% 70.9% 418 50.72% 0.8
Premier Fund Managers
1878
Premier Fund Managers
United Kingdom
$1.41B -$323M -19% 2.12% 62.7% 183 25.68% 2.3
Spyglass Capital Management
1879
Spyglass Capital Management
California
$1.41B -$586M -29% 22.9% 154% 27 14.81% 1.7
Wealthquest
1880
Wealthquest
Ohio
$1.41B +$87.3M +7% 1.62% 52.1% 159 12.58% 1.7
Quent Capital
1881
Quent Capital
New York
$1.41B +$23.8M +2% 1.01% 78.1% 1,644 11.44% 1.1
Efficient Advisors
1882
Efficient Advisors
Ohio
$1.41B -$305M -18% 0.24% 30.6% 58 0% 7.6
Insigneo Advisory Services
1883
Insigneo Advisory Services
Florida
$1.41B +$13.4M +1% 1.9% 119% 833 21.37% 1.6
Tradition Wealth Management
1884
Tradition Wealth Management
Minnesota
$1.41B +$12.4M +0.9% 1.66% 69.6% 547 12.8% 2.9
Fidelis Capital Partners
1885
Fidelis Capital Partners
Florida
$1.4B +$27M +2% 0.1% 115% 535 14.02% 2
Edgar Lomax Company
1886
Edgar Lomax Company
Virginia
$1.4B +$85.4M +6% 8.14% 66.2% 68 23.53% 5.4
Ninepoint Partners
1887
Ninepoint Partners
Ontario, Canada
$1.4B +$496M +55% 28% 82.6% 196 41.84% 1
Rockwood Wealth Management
1888
Rockwood Wealth Management
Pennsylvania
$1.4B +$56.1M +4% 0.35% 52.6% 126 11.9% 2.4
Atom Investors
1889
Atom Investors
Texas
$1.4B +$137M +11% 4.25% 83.4% 887 65.05% 0.4
Trust Asset Management
1890
Trust Asset Management
Texas
$1.4B -$69.8M -5% 3.68% 104% 236 8.9% 4.5
YHB Investment Advisors
1891
YHB Investment Advisors
Connecticut
$1.39B -$52.5M -4% 2.34% 96.2% 312 9.62% 6.2
Steelhead Partners
1892
Steelhead Partners
Washington
$1.39B +$37.5M +3% 0.01% 0.4% 24 0% 0.6
Heitman Real Estate Securities
1893
Heitman Real Estate Securities
Illinois
$1.39B -$30.6M -2% 4.83% 48.3% 62 20.97% 3.9
Scheer Rowlett & Associates Investment Management
1894
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.39B -$67.3M -5% 8.42% 74.2% 34 8.82% 6.9
ProVise Management Group
1895
ProVise Management Group
Florida
$1.39B -$14.3M -1% 0.52% 66.8% 268 6.72% 7.2
Trans-Canada Capital
1896
Trans-Canada Capital
Quebec, Canada
$1.39B -$348M -20% 4.64% – 8 37.5% 0.9
Sagefield Capital
1897
Sagefield Capital
Texas
$1.39B +$209M +18% 30.7% 115% 137 44.53% 1.1
Blue Chip Partners
1898
Blue Chip Partners
Michigan
$1.39B +$10.2M +0.7% 1.06% 81.2% 183 14.75% 5.3
TA
1899
Trivest Advisors
Hong Kong
$1.39B -$803M -37% 35.4% 2,977% 38 44.74% 0.7
OCM
1900
Opti Capital Management
New York
$1.39B +$16.6M +1% 0% 0.01% 36 0% 0.6