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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)
Cardiff Park Advisors
2176
Cardiff Park Advisors
California
$1.29B +$38.9M +3% 13.2% 88.6% 400 18.25% 3.4
Hengehold Capital Management
2177
Hengehold Capital Management
Ohio
$1.29B +$144M +13% 10.6% 54.5% 238 13.87% 4.7
Hilltop Holdings
2178
Hilltop Holdings
Texas
$1.29B +$176M +16% 19.9% 96.7% 727 19.81% 4.1
Heartwood Wealth Advisors
2179
Heartwood Wealth Advisors
Virginia
$1.29B +$141M +12% 9.8% 59.4% 231 5.19% 3
Stack Financial Management
2180
Stack Financial Management
Montana
$1.28B -$80.1M -6% 1.75% 58.4% 56 10.71% 5.2
McDaniel Terry & Co
2181
McDaniel Terry & Co
Texas
$1.28B +$103M +9% 12.1% 57.9% 86 11.63% 7.3
Ursa Fund Management
2182
Ursa Fund Management
California
$1.28B +$1.17B +1,090% 62.9% 93.5% 49 81.63% 0.1
Formuepleje A/S
2183
Formuepleje A/S
Denmark
$1.28B +$176M +16% 27.4% 92.1% 107 49.53% 1.5
ARS Wealth Advisors Group
2184
ARS Wealth Advisors Group
Florida
$1.28B +$93.8M +8% 8.8% 89.5% 227 14.54% 2.4
Sherman Porfolios
2185
Sherman Porfolios
Idaho
$1.28B -$26.6M -2% 10.3% – 98 1.02% 0.6
IBEX Wealth Advisors
2186
IBEX Wealth Advisors
New Jersey
$1.28B +$202M +19% 35% 221% 221 13.57% 1
Anderson Hoagland & Co
2187
Anderson Hoagland & Co
Missouri
$1.28B +$113M +10% 14.4% 104% 143 9.09% 4.4
Fiduciary Group
2188
Fiduciary Group
Georgia
$1.27B +$104M +9% 13.1% 67.1% 310 6.13% 6.3
Clark Asset Management
2189
Clark Asset Management
New Hampshire
$1.27B +$209M +20% 10.3% 51.8% 302 14.24% 1.4
J.M. Forbes & Co
2190
J.M. Forbes & Co
Massachusetts
$1.27B +$89.8M +8% 11.6% 112% 159 5.66% 6.5
Baskin Financial Services
2191
Baskin Financial Services
Ontario, Canada
$1.27B +$49M +4% 8.58% 69.1% 57 12.28% 6
KLCM Advisors
2192
KLCM Advisors
Wisconsin
$1.27B +$84.7M +7% 13.7% 122% 313 16.61% 3.1
J.L. Bainbridge & Co
2193
J.L. Bainbridge & Co
Florida
$1.27B +$146M +13% 14.9% 118% 119 13.45% 3.6
Capricorn Fund Managers
2194
Capricorn Fund Managers
United Kingdom
$1.27B +$627M +98% 15.2% 169% 219 66.67% 0.3
Wealth Architects
2195
Wealth Architects
California
$1.27B +$144M +13% 19.1% 80.1% 262 12.21% 5.4
Jackson Thornton Wealth Management
2196
Jackson Thornton Wealth Management
Alabama
$1.26B +$154M +14% 13.3% 64.4% 443 41.31% 0.8
MMBG Investment Advisors
2197
MMBG Investment Advisors
Florida
$1.26B +$175M +16% 21.1% 118% 184 10.33% 3
Navellier & Associates
2198
Navellier & Associates
Nevada
$1.26B +$303M +32% 39% 361% 396 36.36% 2
Wilkinson Global Asset Management
2199
Wilkinson Global Asset Management
New York
$1.26B -$53.9M -4% 17.6% 86.5% 66 15.15% 3.9
Monaco Asset Management
2200
Monaco Asset Management
Monaco
$1.26B +$716M +132% 5.9% 120% 79 54.43% 1.1