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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)
Fragasso Financial Advisors
2176
Fragasso Financial Advisors
Pennsylvania
$506M +$37.2M +8% 3.87% 73.7% 125 15.2% 2.1
Cobiz Wealth
2177
Cobiz Wealth
Colorado
$506M -$13.4M -3% 3.55% 54% 122 11.48% 4.5
Pekin Hardy Strauss
2178
Pekin Hardy Strauss
Illinois
$505M -$771M -60% 0.38% 102% 220 13.64% 3.4
Signet Financial Management
2179
Signet Financial Management
New Jersey
$504M -$6.53M -1% 1.9% 65.2% 249 12.45% 2.4
AP
2180
Archon Partners
New Jersey
$504M +$29.8M +6% 7.47% 86% 60 8.33% 3
KFS
2181
Kurt F. Somerville
$504M -$107K -0% 3.75% 92.9% 110 9.09% 4.2
Bath Savings Trust
2182
Bath Savings Trust
Maine
$503M +$28.6M +6% 5.86% 57.8% 134 8.96% 4.1
Vista Capital Partners
2183
Vista Capital Partners
Oregon
$503M +$16.9M +3% 3.06% 61.2% 58 12.07% 4
NWAM LLC
2184
NWAM LLC
Washington
$502M +$38.7M +8% 3.78% 112% 389 10.8% 2.7
Weatherly Asset Management
2185
Weatherly Asset Management
California
$502M +$12.2M +2% 3.45% 116% 192 5.21% 4
GC
2186
Gobi Capital
California
$502M +$5.39M +1% 0.3% 93.7% 8 0% 1.6
Auxier Asset Management
2187
Auxier Asset Management
Oregon
$501M +$14.6M +3% 2.34% 71.7% 163 6.75% 4.3
ALAM
2188
Asahi Life Asset Management
Japan
$501M -$110M -18% 3.59% 122% 250 44.8% 0.3
Oslo Pensjonsforsikring
2189
Oslo Pensjonsforsikring
$500M +$30.5M +6% 6.41% 79% 16 0% 2
Brandywine Oak Private Wealth
2190
Brandywine Oak Private Wealth
Pennsylvania
$500M +$20.5M +4% 2.1% 62.2% 232 12.07% 0.5
White Mountains Advisors
2191
White Mountains Advisors
Connecticut
$500M -$147M -23% 3.71% 33.4% 3 0% 4.3
Twele Capital Management
2192
Twele Capital Management
Minnesota
$499M +$42.7M +9% 2.19% 37.1% 46 0% 4.8
Whitegate Investment Counselors
2193
Whitegate Investment Counselors
New Hampshire
$497M +$14.4M +3% 3.65% 48% 204 5.88% 3.3
Tompkins Financial
2194
Tompkins Financial
New York
$497M -$29.1M -6% 3.99% 84.4% 416 18.99% 4
Clarius Group LLC
2195
Clarius Group LLC
Washington
$497M +$86.2M +21% 5.55% 92.1% 270 25.56% 0.9
MG
2196
Meditor Group
Bermuda
$497M -$36.2M -7% 4.47% 41.1% 9 0% 2.6
Clear Harbor Asset Management
2197
Clear Harbor Asset Management
Connecticut
$497M +$3.52M +0.7% 5.38% 98.6% 275 18.55% 3.1
Kentucky Retirement Systems Insurance Trust Fund
2198
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497M +$39.8M +9% 4.67% 115% 430 5.12% 4.5
SPC Financial Inc
2199
SPC Financial Inc
Maryland
$497M +$29.6M +6% 3.73% 65.1% 137 11.68% 3
Lingotto Investment Management
2200
Lingotto Investment Management
United Kingdom
$496M +$75.6M +18% 18% 388% 7 0% 1.4