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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)
Connable Office Inc
2126
Connable Office Inc
Michigan
$515M +$62.8M +14% 13% 68.3% 179 18.44% 2.8
Caprock Group
2127
Caprock Group
Idaho
$515M +$80.2M +18% 13.7% – 413 21.79% 1.9
Adell Harriman & Carpenter
2128
Adell Harriman & Carpenter
Texas
$514M +$60.4M +13% 15.7% 176% 152 9.21% 3.9
Legacy Wealth Management (Tennessee)
2129
Legacy Wealth Management (Tennessee)
Tennessee
$514M +$59M +13% 13.6% 50.4% 18 38.89% 4
Klingman & Associates
2130
Klingman & Associates
New York
$513M +$68.9M +16% 11.9% 64.9% 123 16.26% 2.6
FAS Wealth Partners
2131
FAS Wealth Partners
Kansas
$512M +$75.3M +17% 10.4% 72.3% 196 7.14% 3
Osborne Partners Capital Management
2132
Osborne Partners Capital Management
California
$512M -$156M -23% 13% 60.8% 189 19.58% 4.4
Belpointe Asset Management
2133
Belpointe Asset Management
Nevada
$512M +$117M +30% 12% 80.1% 612 45.59% 0.8
BC
2134
Bruce & Co
Illinois
$512M +$42.2M +9% 11.4% 94.5% 43 2.33% 3.7
Cutler Investment Counsel
2135
Cutler Investment Counsel
Oregon
$511M +$46.6M +10% 9.15% 61.8% 93 6.45% 3.4
Signet Financial Management
2136
Signet Financial Management
New Jersey
$511M +$52M +11% 12.2% 65.2% 251 13.15% 2.3
Parkwood LLC
2137
Parkwood LLC
Ohio
$511M +$74.6M +17% 14.2% 120% 91 39.56% 1.4
RKL Wealth Management
2138
RKL Wealth Management
Pennsylvania
$511M +$77.5M +18% 11.5% 76.8% 130 6.92% 2.8
Cadinha & Co
2139
Cadinha & Co
Hawaii
$511M +$108M +27% 10.8% 132% 113 15.04% 3.6
Randolph Company
2140
Randolph Company
Ohio
$510M +$148M +41% 13.4% 127% 44 47.73% 1.3
Buckingham Capital Management (Ohio)
2141
Buckingham Capital Management (Ohio)
Ohio
$509M +$53.1M +12% 10.9% 26.3% 140 15% 4
IBM Retirement Fund
2142
IBM Retirement Fund
New York
$509M +$70.6M +16% 14.3% 54.4% 415 12.53% 4.1
Barber Financial Group
2143
Barber Financial Group
Kansas
$509M +$43.6M +9% 6.71% 39% 151 19.87% 1.3
Bremer Bank National Association
2144
Bremer Bank National Association
Minnesota
$508M – – 12.8% 37.4% 749 – 0
AIC
2145
AWM Investment Company
New York
$508M +$48.6M +11% 25.6% 778% 93 17.2% 2
Beese Fulmer Investment Management
2146
Beese Fulmer Investment Management
Ohio
$507M +$62.3M +14% 13% 124% 194 17.53% 3.7
Exane Derivatives
2147
Exane Derivatives
France
$506M -$51.4M -9% 12.8% 42.7% 739 23.82% 1.8
OIM
2148
Opus Investment Management
Massachusetts
$506M +$40.6M +9% 10.9% 52.8% 93 11.83% 3.7
Daiwa SB Investments
2149
Daiwa SB Investments
Japan
$506M +$72.2M +17% 16.3% 60.6% 257 22.57% 2.1
Jacobs Asset Management
2150
Jacobs Asset Management
New York
$505M -$6.38M -1% 8.08% 114% 58 18.97% 2.2