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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)
GeoWealth Management
1901
GeoWealth Management
Illinois
$925M +$70.5M +8% 2.01% 58% 486 28.6% 1.3
Tybourne Capital Management
1902
Tybourne Capital Management
Hong Kong
$925M -$67.9M -7% 12.6% 109% 50 34% 1.4
Cahaba Wealth Management
1903
Cahaba Wealth Management
Georgia
$925M +$50.9M +6% 3.94% 45.2% 152 7.24% 2.9
BTC Capital Management
1904
BTC Capital Management
Iowa
$925M +$55.7M +6% 7.45% – 257 15.95% 3.5
WFM Asia
1905
WFM Asia
British Virgin Islands
$925M -$169M -15% 13.8% 89.9% 9 0% 2.6
Beese Fulmer Investment Management
1906
Beese Fulmer Investment Management
Ohio
$924M +$48.2M +6% 7.53% 124% 225 4.44% 5.8
SPC Financial Inc
1907
SPC Financial Inc
Maryland
$924M +$47.5M +5% 3.87% 65.1% 224 12.95% 3.6
Genesis Investment Management
1908
Genesis Investment Management
United Kingdom
$923M +$1.71M +0.2% 6.98% 47.4% 16 12.5% 2.9
MainStreet Investment Advisors
1909
MainStreet Investment Advisors
Illinois
$921M -$1.26M -0.1% 4.63% 61% 187 9.09% 3.3
Ninepoint Partners
1910
Ninepoint Partners
Ontario, Canada
$920M +$19.3M +2% 0.21% 82.6% 107 40.19% 1.1
Resonant Capital Advisors
1911
Resonant Capital Advisors
Wisconsin
$920M +$39M +4% 3.48% 56.5% 272 8.82% 2.2
DLD Asset Management
1912
DLD Asset Management
New York
$920M -$269M -23% 0.55% 10.3% 136 59.56% 0.8
Nexus Investment Management
1913
Nexus Investment Management
Ontario, Canada
$919M +$12.6M +1% 3.73% 77.5% 73 4.11% 6.9
Folger Nolan Fleming Douglas Capital Management
1914
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$918M +$60.8M +7% 5.78% 77.5% 171 7.02% 7.2
Fifth Third Securities
1915
Fifth Third Securities
Ohio
$918M +$45.8M +5% 4% 62.7% 219 8.68% 1.1
Ledyard National Bank
1916
Ledyard National Bank
$918M +$47.3M +5% 6.55% 80.7% 209 7.66% 6.6
Maple Capital Management
1917
Maple Capital Management
Vermont
$918M +$99.5M +12% 12.8% 100% 101 9.9% 5.8
Capital Investment Services of America
1918
Capital Investment Services of America
Wisconsin
$916M +$88.5M +11% 9.79% 50.7% 73 8.22% 6.3
CenterStar Asset Management
1919
CenterStar Asset Management
Illinois
$915M +$643M +236% 9.32% 104% 379 73.88% 0.6
Greenland Capital Management
1920
Greenland Capital Management
New York
$915M -$4.38M -0.5% 5.3% 210% 416 68.75% 0.2
GPCM
1921
Greenbrier Partners Capital Management
Texas
$914M +$101M +12% 16.8% 96.1% 14 7.14% 8.5
NorthRock Partners
1922
NorthRock Partners
Minnesota
$913M -$26.3M -3% 7.07% 62.8% 356 20.22% 2.7
Pekin Hardy Strauss
1923
Pekin Hardy Strauss
Illinois
$913M +$164M +22% 1.14% 102% 338 14.2% 3.8
SCM
1924
SIR Capital Management
New York
$913M -$25.6M -3% 4.09% 71.1% 80 41.25% 0.8
Mirabella Financial Services
1925
Mirabella Financial Services
United Kingdom
$912M +$252M +38% 8.69% 86.2% 712 81.04% 0.2