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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)
Palisade Asset Management
2151
Palisade Asset Management
Minnesota
$986M -$35.7M -3% 2.55% 61.8% 199 4.02% 7.4
Bath Savings Trust
2152
Bath Savings Trust
Maine
$984M -$22.1M -2% 0.14% 57.8% 174 9.77% 6.8
TD Capital Management
2153
TD Capital Management
Tennessee
$984M -$14.5M -1% 0.13% 40.5% 605 28.1% 2.1
Traphagen Investment Advisors
2154
Traphagen Investment Advisors
New Jersey
$983M -$8.13M -0.8% 1.38% 65.8% 190 12.63% 3.1
Jacobs & Co
2155
Jacobs & Co
California
$983M -$17.1M -2% 0.76% 105% 127 1.57% 7.6
Guardian Partners
2156
Guardian Partners
Canada
$983M – – 1.7% – 165 – 0
Hook Mill Capital Partners
2157
Hook Mill Capital Partners
New York
$982M +$185M +23% 11.1% 149% 54 46.3% 0.8
Waddell & Associates
2158
Waddell & Associates
Tennessee
$981M +$159M +19% 64.9% 194% 165 15.76% 2.4
Willow Creek Wealth Management
2159
Willow Creek Wealth Management
California
$981M +$29.6M +3% 2.03% – 159 6.29% 3.9
Smartleaf Asset Management
2160
Smartleaf Asset Management
Massachusetts
$981M +$157M +19% 2.17% – 3,051 9.31% 0.7
Teewinot Capital Advisers
2161
Teewinot Capital Advisers
New York
$980M -$9.2M -0.9% 7.71% 149% 31 25.81% 4.5
Providence Equity Partners
2162
Providence Equity Partners
Rhode Island
$980M -$14.8M -1% 2.58% 12.4% 3 0% 3.3
JNBA Financial Advisors
2163
JNBA Financial Advisors
Minnesota
$979M -$13.7M -1% 1.86% 61.8% 676 7.54% 5.6
Texas Capital Bank Wealth Management Services
2164
Texas Capital Bank Wealth Management Services
Texas
$978M -$38.8M -4% 1.01% 81.9% 214 28.5% 2.8
Ionic Capital Management
2165
Ionic Capital Management
New York
$977M +$400M +69% 2.81% 163% 180 62.78% 0.9
Avenir Corporation
2166
Avenir Corporation
Virginia
$977M -$14.9M -2% 5.18% 34.4% 69 4.35% 6.1
Townsend & Associates
2167
Townsend & Associates
Colorado
$976M +$2.03M +0.2% 2.65% 58% 107 8.41% 2.4
Amica Mutual Insurance
2168
Amica Mutual Insurance
Rhode Island
$976M -$56.5M -5% 0.32% 80.4% 138 5.07% 4.2
Amplius Wealth Advisors
2169
Amplius Wealth Advisors
Pennsylvania
$975M +$59.2M +6% 0.7% 58% 187 12.3% 2.1
First Heartland Consultants
2170
First Heartland Consultants
Missouri
$975M +$45M +5% 0.59% 59.2% 517 25.73% 3.3
SBCM
2171
Schwerin Boyle Capital Management
Massachusetts
$975M +$20.3M +2% 3.36% 72.3% 53 0% 6
M
2172
MOTCO
Texas
$975M -$25.6M -3% 1.29% 63.5% 611 23.24% 5.9
BDF Gestion
2173
BDF Gestion
France
$975M +$43.8M +5% 3.65% – 156 16.67% 0.5
SNS Financial Group
2174
SNS Financial Group
Minnesota
$975M -$21.9M -2% 1.05% 54.2% 200 9% 5.2
HBW Advisory Services
2175
HBW Advisory Services
California
$975M +$290M +42% 0.01% 68.6% 417 23.02% 1.9