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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)
Quantitative Systematic Strategies
2151
Quantitative Systematic Strategies
Florida
$446M -$80.4M -15% 15.3% 133% 953 65.48% 0.4
Heathbridge Capital Management
2152
Heathbridge Capital Management
Ontario, Canada
$446M -$42.2M -9% 13.3% 58.7% 29 6.9% 3.6
De Burlo Group
2153
De Burlo Group
Massachusetts
$445M -$87.7M -16% 6.47% 147% 123 37.4% 2.5
Brandywine Oak Private Wealth
2154
Brandywine Oak Private Wealth
Pennsylvania
$445M – – 8.83% 62.2% 736 – 0
Beese Fulmer Investment Management
2155
Beese Fulmer Investment Management
Ohio
$445M -$64.4M -13% 10.7% 124% 199 15.08% 3.8
Weld Capital Management
2156
Weld Capital Management
New York
$445M – – 16.7% – 624 – 0
Decatur Capital Management
2157
Decatur Capital Management
Georgia
$444M +$10.4M +2% 14.3% 135% 64 37.5% 1.5
Klingman & Associates
2158
Klingman & Associates
New York
$444M -$44.5M -9% 13.3% 64.9% 114 14.04% 2.7
Windham Capital Management
2159
Windham Capital Management
Massachusetts
$444M -$42.2M -9% 6.49% 8.3% 35 34.29% 2.2
NC
2160
Northpointe Capital
Michigan
$443M -$250M -36% 16.3% 33% 202 32.18% 1.4
Dakota Wealth Management
2161
Dakota Wealth Management
Florida
$442M -$3.37M -0.8% 10.7% 112% 301 14.62% 1
Salesforce Inc
2162
Salesforce Inc
California
$441M -$63.4M -13% 12.9% 33.9% 6 33.33% 0.5
Ritholtz Wealth Management
2163
Ritholtz Wealth Management
New York
$441M +$46.4M +12% 5.83% 93% 136 27.94% 1.1
JNBA Financial Advisors
2164
JNBA Financial Advisors
Minnesota
$441M +$218M +98% 9.77% 61.8% 803 71.86% 1.8
SHCM
2165
Stokes & Hubbell Capital Management
Louisiana
$441M -$41.2M -9% 11.4% 31.2% 131 11.45% 2.3
JOYN Advisors
2166
JOYN Advisors
Georgia
$441M -$91.8M -17% 13.8% 0.77% 1,984 13.81% 0.7
QVR
2167
QVR
California
$441M -$309M -41% 10.2% – 115 79.13% 0.2
Kays Financial Advisory
2168
Kays Financial Advisory
Georgia
$441M -$28.8M -6% 9.95% 23.3% 114 32.46% 1.8
Sunriver Management
2169
Sunriver Management
Connecticut
$440M -$44.4M -9% 17.8% 9.27% 22 27.27% 1.1
Oakworth Capital
2170
Oakworth Capital
Alabama
$439M -$61.2M -12% 13% 64.3% 635 8.98% 3.4
Columbus Macro
2171
Columbus Macro
Pennsylvania
$438M +$34.8M +9% 8.26% 48.7% 152 36.18% 0.7
IBM Retirement Fund
2172
IBM Retirement Fund
New York
$438M +$1.2M +0.3% 14% 54.4% 454 19.16% 4.3
Evanson Asset Management
2173
Evanson Asset Management
California
$438M -$54.3M -11% 11.8% 66.6% 247 12.15% 3.3
VCM
2174
V3 Capital Management
Texas
$438M -$23.1M -5% 10.1% 20.5% 19 36.84% 0.8
FAS Wealth Partners
2175
FAS Wealth Partners
Kansas
$437M -$2.43M -0.6% 12.2% 72.3% 196 13.78% 2.9