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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)
Nicolet Advisory Services
2176
Nicolet Advisory Services
Wisconsin
$674M -$92.5M -12% 12.7% 62.7% 209 14.83% 2.5
DT Investment Partners
2177
DT Investment Partners
Pennsylvania
$673M -$102M -13% 12.3% 58% 163 14.72% 2.5
Asset Dedication LLC
2178
Asset Dedication LLC
California
$673M -$225M -25% 9.23% 67.8% 1,059 48.82% 2.5
J.L. Bainbridge & Co
2179
J.L. Bainbridge & Co
Florida
$673M -$205M -23% 16.8% 118% 91 18.68% 2.4
Arkadios Wealth Advisors
2180
Arkadios Wealth Advisors
Georgia
$672M -$91.3M -12% 14% 91.1% 616 21.92% 1.6
Transform Wealth
2181
Transform Wealth
Colorado
$672M -$220M -25% 13.7% 48.4% 233 19.74% 2.9
Beacon Financial Group
2182
Beacon Financial Group
Texas
$672M -$78.5M -10% 10.7% 66.6% 232 7.33% 4.5
Estate Counselors
2183
Estate Counselors
Wisconsin
$672M -$97.1M -13% 8.8% 60% 207 41.55% 2
Lavaca Capital
2184
Lavaca Capital
Texas
$672M -$256M -28% 11.6% 46.5% 198 29.29% 1.4
Foster Victor Wealth Advisors
2185
Foster Victor Wealth Advisors
South Carolina
$672M -$58.2M -8% 13.1% 78.2% 150 17.33% 2.2
CCMD
2186
Cypress Capital Management (Delaware)
Delaware
$672M -$125M -16% 11% 25.6% 211 9.95% 3.9
VS
2187
VK Services
California
$671M -$1.28B -66% 54% 1,605% 11 9.09% 0.9
Spearhead Capital Advisors
2188
Spearhead Capital Advisors
Florida
$670M -$137M -17% 15.8% 25.2% 217 28.11% 1.7
Index Venture Growth Associates III
2189
Index Venture Growth Associates III
Jersey
$670M -$550M -45% 34.3% 740% 4 25% 0.5
Ion Asset Management
2190
Ion Asset Management
Israel
$669M -$114M -15% 18.7% 125% 48 31.25% 0.8
CDAM (UK)
2191
CDAM (UK)
United Kingdom
$669M -$95.1M -12% 14.8% 7.89% 13 15.38% 2.4
Marcum Wealth
2192
Marcum Wealth
Ohio
$668M -$56.5M -8% 14.5% 20% 424 16.27% 1.2
Liberty Mutual Group Asset Management
2193
Liberty Mutual Group Asset Management
Massachusetts
$668M -$2.17B -76% 12.9% 47.9% 165 31.52% 0.5
Phocas Financial Corp
2194
Phocas Financial Corp
California
$668M -$136M -17% 14.5% – 222 15.32% 2.6
Olstein Capital Management
2195
Olstein Capital Management
New York
$667M -$131M -16% 16.4% 16.6% 108 5.56% 4.6
TC
2196
Teilinger Capital
Texas
$667M +$279M +72% 10.1% 30.2% 67 59.7% 0.3
United Bank (Virginia)
2197
United Bank (Virginia)
Virginia
$667M -$93.4M -12% 10.7% 76.1% 166 13.86% 3.7
GSA Capital Partners
2198
GSA Capital Partners
United Kingdom
$666M -$78.6M -11% 17.7% 94.7% 1,985 64.08% 0.3
J.V. Bruni & Co
2199
J.V. Bruni & Co
Colorado
$666M -$130M -16% 14.2% 97.9% 34 8.82% 4.5
Anderson Hoagland & Co
2200
Anderson Hoagland & Co
Missouri
$666M -$111M -14% 15.4% 104% 115 12.17% 2.8