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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)
Marble Harbor Investment Counsel
2126
Marble Harbor Investment Counsel
Massachusetts
$795M +$22.2M +3% 4.28% 66.7% 194 6.19% 6.1
Verus Financial Partners
2127
Verus Financial Partners
Virginia
$793M +$59.2M +8% 3.33% 41.6% 109 11.93% 3
DTL
2128
Dynamic Technology Lab
Singapore
$793M -$291M -27% 2.33% 30.8% 1,538 72.24% 0.2
Private Trust Company
2129
Private Trust Company
Ohio
$793M +$59.3M +8% 6.05% 87.7% 2,419 11.62% 1.6
SeaCrest Wealth Management
2130
SeaCrest Wealth Management
New York
$792M +$53.8M +7% 9.13% 153% 672 12.65% 3.4
FAS Wealth Partners
2131
FAS Wealth Partners
Kansas
$791M -$132M -14% 4.85% 72.3% 445 16.18% 3.9
Bricktown Capital
2132
Bricktown Capital
Michigan
$790M -$89.7M -10% 5.21% 46.2% 23 8.7% 0.4
Private Ocean
2133
Private Ocean
California
$789M +$37.5M +5% 3.1% 2.82% 685 24.38% 3.2
Estate Counselors
2134
Estate Counselors
Wisconsin
$789M +$32.7M +4% 3.44% 60% 137 16.79% 2.3
Northcape Capital
2135
Northcape Capital
Australia
$789M -$24.1M -3% 4.76% – 31 9.68% 3
Aveo Capital Partners
2136
Aveo Capital Partners
Colorado
$788M +$38.7M +5% 3.63% 19.1% 367 16.89% 1.7
Murchinson
2137
Murchinson
Ontario, Canada
$788M +$85.2M +12% 4.35% 107% 108 75% 0.2
ICICI Prudential Asset Management
2138
ICICI Prudential Asset Management
India
$787M +$118M +18% 4.8% 62.1% 167 13.77% 1.5
Asset Advisors Investment Management
2139
Asset Advisors Investment Management
Georgia
$785M +$21.2M +3% 5.65% 67.5% 88 4.55% 3.9
Lattice Capital Management
2140
Lattice Capital Management
Washington
$785M +$92.7M +13% 20.3% 187% 58 36.21% 1.4
Smith, Moore & Co
2141
Smith, Moore & Co
Missouri
$785M +$49.3M +7% 5.02% 67% 413 10.65% 4.4
Yaupon Capital Management
2142
Yaupon Capital Management
New York
$785M -$44.8M -5% 2.74% 122% 136 53.68% 0.6
FJ Capital Management
2143
FJ Capital Management
Virginia
$784M -$23.5M -3% 6.68% 97.9% 124 37.1% 2
Simcoe Capital Management
2144
Simcoe Capital Management
New York
$784M +$18.7M +2% 7.1% 48.7% 14 42.86% 1.1
Arax Advisory Partners
2145
Arax Advisory Partners
Colorado
$783M +$28M +4% 4.18% 64.7% 1,344 11.09% 2.7
TCI Wealth Advisors
2146
TCI Wealth Advisors
Arizona
$783M +$12.4M +2% 5.46% 65% 2,514 91.73% 7.4
Anchor Investment Management
2147
Anchor Investment Management
South Carolina
$783M +$48.6M +7% 6.17% 75.1% 1,024 10.55% 4.6
Oakmont Corp
2148
Oakmont Corp
California
$783M +$36M +5% 11% 70.2% 36 0% 2.6
CFS Investment Advisory Services
2149
CFS Investment Advisory Services
New Jersey
$783M +$233M +42% 4.65% 59.7% 236 42.8% 0.7
Lyell Wealth Management
2150
Lyell Wealth Management
California
$782M +$68.1M +10% 11.9% 128% 205 13.66% 3.5