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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)
OneDigital Investment Advisors
2176
OneDigital Investment Advisors
Kansas
$477M +$21.5M +5% 2.21% 57.3% 1,422 10.13% 0.8
Asia Research & Capital Management
2177
Asia Research & Capital Management
Hong Kong
$475M -$79.3M -14% 18.1% – 6 66.67% 0.2
VCM
2178
V3 Capital Management
Texas
$475M -$93.1M -16% 10.5% 20.5% 22 63.64% 0.8
Speece Thorson Capital Group
2179
Speece Thorson Capital Group
Minnesota
$475M +$3.5M +0.7% 6.6% 34.2% 41 2.44% 3.8
Modera Wealth Management
2180
Modera Wealth Management
New Jersey
$474M -$7.64M -2% 0.51% 68.2% 138 7.25% 2.8
Phillips Financial Management
2181
Phillips Financial Management
Indiana
$474M +$12M +3% 1.09% 45.6% 70 1.43% 3.9
Otter Creek Advisors
2182
Otter Creek Advisors
Florida
$473M -$273K -0.1% 3.72% 173% 94 60.64% 0.7
Strategy Asset Managers
2183
Strategy Asset Managers
California
$473M +$11.7M +3% 0.23% 115% 122 22.13% 2.1
Fiduciary Group
2184
Fiduciary Group
Georgia
$473M +$11.7M +3% 3.22% 67.1% 174 2.3% 2.6
JNBA Financial Advisors
2185
JNBA Financial Advisors
Minnesota
$473M +$5.95M +1% 1.46% 61.8% 559 14.31% 2.8
Everence Capital Management
2186
Everence Capital Management
Indiana
$473M +$21M +5% 5.16% 108% 451 10.86% 2.7
SFM
2187
Signature Financial Management
Virginia
$473M -$7.73M -2% 0.52% 20.8% 180 18.89% 2.2
Heathbridge Capital Management
2188
Heathbridge Capital Management
Ontario, Canada
$473M -$17M -3% 1.14% 58.7% 31 9.68% 3.2
Caprock Group
2189
Caprock Group
Idaho
$473M +$4.35M +0.9% 3.36% – 496 20.97% 1.4
De Burlo Group
2190
De Burlo Group
Massachusetts
$472M +$13.1M +3% 14.1% 147% 121 27.27% 2.2
YCG LLC
2191
YCG LLC
Texas
$472M +$15.2M +3% 3.16% 27% 36 5.56% 3.6
Hilltop Holdings
2192
Hilltop Holdings
Texas
$472M -$100M -17% 3.34% 96.7% 489 33.54% 1.8
Centiva Capital
2193
Centiva Capital
New York
$472M +$52.8M +13% 4.09% 65.1% 131 83.97% 0.1
Tikehau Investment Management
2194
Tikehau Investment Management
France
$471M +$107M +29% 4.69% 102% 30 26.67% 0.2
Sowell Financial Services
2195
Sowell Financial Services
Arkansas
$471M +$71M +18% 2.64% 95.6% 316 19.94% 1
Periscope Capital
2196
Periscope Capital
Ontario, Canada
$471M +$43.1M +10% 0.95% 28.8% 188 32.98% 0.5
Petrus Trust Company
2197
Petrus Trust Company
Texas
$471M +$41.2M +10% 5.94% 36.9% 320 62.81% 0.7
Lapides Asset Management
2198
Lapides Asset Management
Connecticut
$470M +$14.6M +3% 4.85% 63% 91 16.48% 2.6
Atalan Capital Partners
2199
Atalan Capital Partners
New York
$470M +$48.5M +11% 7.07% 319% 14 28.57% 0.9
JLB & Associates
2200
JLB & Associates
Michigan
$470M +$5.16M +1% 2.93% 69.5% 71 5.63% 3.8