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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)
Gerber Kawasaki Wealth & Investment Management
2101
Gerber Kawasaki Wealth & Investment Management
California
$722M +$253M +54% 22.9% 102% 192 40.1% 1.5
Colonial Trust Advisors
2102
Colonial Trust Advisors
South Carolina
$721M +$84.3M +13% 12.1% 90.7% 169 11.83% 4.2
Chiron Investment Management
2103
Chiron Investment Management
New York
$720M +$182M +34% 29.3% 104% 121 58.68% 0.3
Sapience Investments
2104
Sapience Investments
California
$719M +$156M +28% 42.9% 54.9% 92 7.61% 2.1
Te Ahumairangi Investment Management
2105
Te Ahumairangi Investment Management
New Zealand
$719M +$132M +23% 11.3% 74.5% 118 1.69% 0.2
RKL Wealth Management
2106
RKL Wealth Management
Pennsylvania
$717M +$89M +14% 13.5% 76.8% 127 10.24% 3.7
BTG Pactual Global Asset Management
2107
BTG Pactual Global Asset Management
Bermuda
$717M -$48M -6% 22.9% 88.9% 169 75.74% 0.4
MUFG Securities (Canada)
2108
MUFG Securities (Canada)
New York
$716M – – 14.4% 112% 44 – 0
Ionic Capital Management
2109
Ionic Capital Management
New York
$716M -$480M -40% 91.9% 163% 347 72.91% 0.3
Bedrijfstakpensioenfonds Voor De Media PNO
2110
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$716M +$37.7M +6% 10.5% 146% 36 0% 4.8
Cevian Capital II
2111
Cevian Capital II
Jersey
$715M +$167M +30% 30.8% 105% 2 0% 2.5
Hilltop Holdings
2112
Hilltop Holdings
Texas
$715M +$125M +21% 13.4% 96.7% 526 27.57% 2.4
NewSquare Capital
2113
NewSquare Capital
Pennsylvania
$714M +$91.7M +15% 11.4% 82.5% 403 28.04% 2.5
Leith Wheeler Investment Counsel
2114
Leith Wheeler Investment Counsel
British Columbia, Canada
$713M +$235M +49% 16.7% 65.1% 49 18.37% 2
Nicolet Advisory Services
2115
Nicolet Advisory Services
Wisconsin
$713M +$69.7M +11% 10.4% 62.7% 194 15.98% 1.4
Foster Dykema Cabot & Co
2116
Foster Dykema Cabot & Co
Massachusetts
$713M +$104M +17% 10.7% 34% 100 15% 4.5
Third Avenue Management
2117
Third Avenue Management
New York
$713M -$6.73M -0.9% 21.6% 106% 67 8.96% 3.5
Mount Yale Investment Advisors
2118
Mount Yale Investment Advisors
Colorado
$713M +$10.5M +2% 16.4% 92.1% 431 26.91% 1.3
Teton Advisors
2119
Teton Advisors
New York
$712M +$130M +22% 33.3% 136% 400 6.75% 4.7
Summit Financial
2120
Summit Financial
New Jersey
$711M +$107M +18% 14.8% 91.9% 53 37.74% 0.9
SeaCrest Wealth Management
2121
SeaCrest Wealth Management
New York
$711M +$87.2M +14% 14.8% 153% 666 19.52% 1.9
BDO Wealth Advisors
2122
BDO Wealth Advisors
Florida
$711M +$96.8M +16% 14.5% 38.3% 1,030 17.67% 1.5
SPC Financial Inc
2123
SPC Financial Inc
Maryland
$711M +$131M +23% 15% 65.1% 163 16.56% 3
BerganKDV Wealth Management
2124
BerganKDV Wealth Management
Minnesota
$711M +$78.8M +12% 11.2% 27.9% 1,039 16.07% 1.8
J.L. Bainbridge & Co
2125
J.L. Bainbridge & Co
Florida
$710M +$79.3M +13% 17.2% 118% 90 20% 1.5