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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)
Guardian Capital Advisors (Canada)
2176
Guardian Capital Advisors (Canada)
Ontario, Canada
$518M +$102M +25% 12.4% 26.1% 154 14.29% 4.6
RP Management
2177
RP Management
New York
$517M +$195M +61% 95.5% 208% 6 0% 1.2
Thompson Investment Management
2178
Thompson Investment Management
Wisconsin
$517M +$65.9M +15% 22.1% 100% 189 12.17% 4.1
Telos Capital Management
2179
Telos Capital Management
California
$517M +$113M +28% 20.6% 71.1% 187 19.25% 3.9
Denali Advisors
2180
Denali Advisors
California
$516M +$56M +12% 20.8% 106% 386 22.02% 1.5
Bayberry Capital Partners
2181
Bayberry Capital Partners
New York
$516M +$271M +110% 37.8% 99.7% 26 50% 0.3
SKBA Capital Management
2182
SKBA Capital Management
California
$515M +$75.3M +17% 18.6% 53.9% 73 10.96% 3.1
Ionic Capital Management
2183
Ionic Capital Management
New York
$515M +$392M +318% 29.7% 163% 267 66.29% 0.2
Sun Life Financial
2184
Sun Life Financial
Ontario, Canada
$515M +$118M +30% 18.2% 65.7% 476 3.36% 3.3
Southern Wealth Management
2185
Southern Wealth Management
Texas
$514M +$34.3M +7% 24.8% 50% 61 14.75% 0.4
Kovack Advisors
2186
Kovack Advisors
Florida
$514M +$80.7M +19% 24.4% 118% 558 24.55% 1.9
Vista Capital Partners
2187
Vista Capital Partners
Oregon
$514M +$92M +22% 19.7% 61.2% 62 20.97% 4.1
Icon Advisers
2188
Icon Advisers
Colorado
$511M +$52.8M +12% 24.8% 114% 278 26.26% 2.2
Trigran Investments
2189
Trigran Investments
Illinois
$511M +$55.1M +12% 28.6% 30.2% 22 22.73% 3.1
Heritage Trust
2190
Heritage Trust
Oklahoma
$510M +$110M +27% 20.6% – 202 15.35% 2.2
Maple Capital Management
2191
Maple Capital Management
Vermont
$510M +$110M +27% 22.4% 100% 105 20% 3.8
Blue Chip Partners
2192
Blue Chip Partners
Michigan
$510M +$108M +27% 18.2% 81.2% 139 13.67% 3.5
First American Trust
2193
First American Trust
California
$510M +$101M +25% 20.6% 84.6% 133 24.81% 3.1
Johnson & Johnson Innovation - JJDC
2194
Johnson & Johnson Innovation - JJDC
New Jersey
$509M +$325M +177% 43.1% – 15 20% 0.4
Foresite Capital Management II
2195
Foresite Capital Management II
California
$509M +$80.4M +19% 42% 66.2% 6 50% 3
Connable Office Inc
2196
Connable Office Inc
Michigan
$509M +$90.1M +22% 20.9% 68.3% 192 23.44% 2.8
United Asset Strategies
2197
United Asset Strategies
New York
$508M +$104M +26% 18.7% 111% 206 25.24% 2.1
KC
2198
Keenan Capital
California
$507M +$141M +39% 48.5% 110% 14 7.14% 2
Covenant Multifamily Offices
2199
Covenant Multifamily Offices
Texas
$507M +$110M +28% 17.8% 38.3% 164 35.98% 1
First Heartland Consultants
2200
First Heartland Consultants
Missouri
$507M +$119M +31% 17.5% 59.2% 303 25.74% 2.7