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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)
Hilltop Holdings
2101
Hilltop Holdings
Texas
$882M +$24.8M +3% 9.92% 96.7% 645 19.53% 3.5
Jacobs & Co
2102
Jacobs & Co
California
$882M +$79.2M +10% 11.3% 105% 125 7.2% 7.2
Harvey Partners
2103
Harvey Partners
New York
$880M +$91.7M +12% 14.4% 174% 48 22.92% 2
Lyell Wealth Management
2104
Lyell Wealth Management
California
$880M +$136M +18% 15.5% 144% 201 13.93% 3.5
JNBA Financial Advisors
2105
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 10.4% 61.8% 763 8.65% 4.6
Concentric Capital Strategies
2106
Concentric Capital Strategies
Connecticut
$878M -$90.1M -9% 13.7% 165% 336 75.3% 0.2
PDS Planning
2107
PDS Planning
Ohio
$878M +$105M +14% 9.23% 62.7% 382 15.97% 2.2
Marks Group Wealth Management
2108
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 11.8% 62.8% 297 10.77% 2.5
Wealthcare Capital Management
2109
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 8.46% 46.2% 90 26.67% 4.4
TD Capital Management
2110
TD Capital Management
Tennessee
$876M +$59.9M +7% 7.96% 40.5% 440 12.73% 2.2
Jay A. Fishman Ltd
2111
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 13.7% 119% 98 8.16% 6
Anchor Investment Management
2112
Anchor Investment Management
South Carolina
$873M +$108M +14% 9.7% 75.1% 1,002 8.18% 4.9
Meeder Advisory Services
2113
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 10.6% 91.4% 437 11.21% 0.9
Verity & Verity
2114
Verity & Verity
South Carolina
$873M +$74.2M +9% 9.53% 90.4% 111 11.71% 5
Carronade Capital Management
2115
Carronade Capital Management
Connecticut
$872M +$192M +28% 0.46% 215% 34 55.88% 0.7
Smith Anglin Financial
2116
Smith Anglin Financial
Texas
$871M +$48.9M +6% 10.4% 52.8% 196 16.33% 1.8
Atmos Capital Gestao de Recursos
2117
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 18.2% 101% 15 6.67% 1.8
Morningstar Investment Management
2118
Morningstar Investment Management
Illinois
$870M +$141M +19% 8.39% 48.2% 212 28.77% 0.9
HSG Holding
2119
HSG Holding
Hong Kong
$869M -$63.1M -7% 13.9% 2.94% 20 5% 3.6
Oak Ridge Investments
2120
Oak Ridge Investments
Illinois
$869M +$85.5M +11% 13.5% 223% 156 14.1% 3.8
SGCIA
2121
Smith Graham & Co Investment Advisors
Texas
$868M +$63.7M +8% 15.8% 56.9% 147 6.8% 6.4
Southernsun Asset Management
2122
Southernsun Asset Management
Tennessee
$867M +$14M +2% 10.8% 54.7% 29 6.9% 5.2
AltraVue Capital
2123
AltraVue Capital
Washington
$867M +$27.7M +3% 13.6% 221% 33 27.27% 3.1
Cozad Asset Management
2124
Cozad Asset Management
Illinois
$867M +$97.4M +13% 12.3% 132% 394 7.87% 3.1
Harbor Investment Advisory
2125
Harbor Investment Advisory
Maryland
$867M +$103M +13% 12% 97.5% 1,231 9.26% 3.1