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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Nicolet Advisory Services
1926
Nicolet Advisory Services
Wisconsin
$911M +$43.5M +5% 5.56% 62.7% 318 12.89% 2.1
CM
1927
Conifer Management
New York
$911M +$78M +9% 10.8% 22.7% 11 9.09% 2.3
Grassi Investment Management
1928
Grassi Investment Management
California
$909M +$103M +13% 16.3% 170% 129 5.43% 5.6
Ascent Group
1929
Ascent Group
Virginia
$908M -$32.2M -3% 5.56% 83.3% 509 19.45% 1.2
Gladstone Capital Management
1930
Gladstone Capital Management
United Kingdom
$907M +$121M +15% 22.1% 304% 23 60.87% 1.1
EverSource Wealth Advisors
1931
EverSource Wealth Advisors
Alabama
$907M +$104M +13% 5.42% 89.7% 2,650 16.08% 1
Henry H. Armstrong Associates
1932
Henry H. Armstrong Associates
Pennsylvania
$905M +$84.1M +10% 11.5% 70% 59 3.39% 6.8
Exor N.V.
1933
Exor N.V.
Netherlands
$905M +$600M +197% 0.51% 8.34% 2 50% 0.3
Bridgeworth
1934
Bridgeworth
Alabama
$905M +$112M +14% 4.93% 19.3% 176 9.09% 3
Daido Life Insurance Company
1935
Daido Life Insurance Company
Japan
$904M -$98.3M -10% 7.79% 68.7% 11 0% 5.1
Callan Capital
1936
Callan Capital
California
$904M +$40.3M +5% 4.96% 20.1% 194 10.31% 2.7
BBR Partners
1937
BBR Partners
New York
$904M +$35.9M +4% 5.96% 63.4% 175 14.86% 2.9
Lansdowne Partners (UK)
1938
Lansdowne Partners (UK)
United Kingdom
$902M +$254M +39% 12.6% 293% 24 33.33% 1.9
Trinity Street Asset Management
1939
Trinity Street Asset Management
United Kingdom
$902M +$9.01M +1% 8.04% 76.9% 22 4.55% 2.3
Unison Advisors
1940
Unison Advisors
District of Columbia
$901M +$595K +0.1% 2.52% 54.6% 206 26.7% 2.6
Maple-Brown Abbott
1941
Maple-Brown Abbott
Australia
$900M +$21M +2% 5.91% 7.92% 15 0% 5.4
Foster Victor Wealth Advisors
1942
Foster Victor Wealth Advisors
South Carolina
$900M +$75.1M +9% 5.95% 78.2% 173 13.87% 2.6
Colonial Trust Advisors
1943
Colonial Trust Advisors
South Carolina
$900M +$48.6M +6% 8.45% 80% 940 6.06% 1.6
Soleus Capital Management
1944
Soleus Capital Management
Connecticut
$900M -$66.1M -7% 11.2% 508% 115 45.22% 0.6
American Assets Investment Management
1945
American Assets Investment Management
California
$899M +$31.9M +4% 3.64% 507% 176 3.41% 4.8
First Trust Direct Indexing
1946
First Trust Direct Indexing
Massachusetts
$898M +$55.8M +7% 8.96% 69% 751 12.65% 1.8
SP Asset Management
1947
SP Asset Management
California
$896M +$80.9M +10% 11.8% 92.4% 118 7.63% 3.3
Globeflex Capital
1948
Globeflex Capital
California
$896M +$77M +9% 11% 186% 526 22.05% 2.1
Jacobi Capital Management
1949
Jacobi Capital Management
Pennsylvania
$894M +$51.3M +6% 6.11% 76.6% 451 9.53% 4.7
Stack Financial Management
1950
Stack Financial Management
Montana
$894M +$71.6M +9% 4.54% 58.4% 40 12.5% 5
76 77
78
79 80