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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)
BDO Wealth Advisors
1926
BDO Wealth Advisors
Florida
$804M +$52M +7% 8.89% 38.3% 1,096 9.22% 2.9
SWS
1927
SYSTM Wealth Solutions
Illinois
$804M – – 11.5% – 524 – 0
Brandywine Oak Private Wealth
1928
Brandywine Oak Private Wealth
Pennsylvania
$804M +$67.3M +9% 7.6% 62.2% 306 22.22% 2.8
Keeley-Teton Advisors
1929
Keeley-Teton Advisors
Illinois
$804M +$73.7M +10% 14.7% 28.6% 390 10% 2.5
Blue Chip Partners
1930
Blue Chip Partners
Michigan
$804M +$74M +10% 10.8% 81.2% 194 28.35% 4
Trust Asset Management
1931
Trust Asset Management
Texas
$803M +$70.1M +10% 8.06% 91.1% 201 5.47% 2.1
Bank Hapoalim BM
1932
Bank Hapoalim BM
Israel
$802M +$7.2M +0.9% 8.38% 76.6% 173 11.56% 3.4
Nordwand Advisors
1933
Nordwand Advisors
Pennsylvania
$802M – – 13.9% 93% 67 – 0
Resonant Capital Advisors
1934
Resonant Capital Advisors
Wisconsin
$802M +$144M +22% 8.32% 56.5% 269 20.82% 1.8
NewSquare Capital
1935
NewSquare Capital
Pennsylvania
$802M +$1.56M +0.2% 8.75% 76.5% 886 52.37% 1.5
Clear Harbor Asset Management
1936
Clear Harbor Asset Management
Connecticut
$801M +$83.1M +12% 10.5% 98.6% 406 22.17% 3.5
Condor Capital Management
1937
Condor Capital Management
New Jersey
$801M +$32.9M +4% 6.79% 58.2% 508 56.89% 3.9
Connors Investor Services
1938
Connors Investor Services
Pennsylvania
$801M +$36.6M +5% 10.4% 125% 160 8.75% 4.3
BIC
1939
Beach Investment Counsel
Pennsylvania
$801M +$97.6M +14% 10.1% 36% 157 8.92% 5.2
Jacobi Capital Management
1940
Jacobi Capital Management
Pennsylvania
$800M +$69.3M +9% 9.65% 76.6% 428 10.51% 4.7
Edgemoor Investment Advisors
1941
Edgemoor Investment Advisors
Maryland
$798M +$47M +6% 7.43% 109% 166 14.46% 4.4
Howe & Rusling
1942
Howe & Rusling
New York
$797M +$44.2M +6% 10.9% 82% 1,143 74.45% 4.7
Ally Invest Advisors
1943
Ally Invest Advisors
North Carolina
$797M +$59M +8% 7.18% 41.1% 40 35% 1.6
XML Financial
1944
XML Financial
Maryland
$796M +$75.6M +10% 8.79% 69.5% 347 13.83% 1.7
HPM
1945
H. Partners Management
New York
$793M +$157M +25% 23.3% 13.5% 3 33.33% 6
Bronte Capital Management
1946
Bronte Capital Management
Australia
$793M -$10.4M -1% 7.86% 123% 28 3.57% 2
CloudAlpha Capital Management
1947
CloudAlpha Capital Management
Hong Kong
$792M +$185M +30% 18.7% 2,704% 26 65.38% 0.2
Amica Mutual Insurance
1948
Amica Mutual Insurance
Rhode Island
$792M +$86.1M +12% 9.29% 80.4% 103 11.65% 4.9
Front Barnett Associates
1949
Front Barnett Associates
Illinois
$792M +$33M +4% 7.72% 40.5% 114 1.75% 6.7
Meeder Advisory Services
1950
Meeder Advisory Services
Ohio
$792M – – 9.64% 91.4% 399 – 0