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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)
Dynamic Advisor Solutions
2201
Dynamic Advisor Solutions
Arizona
$482M +$41.2M +9% 6.17% 70.9% 443 15.35% 1.6
Stillwater Capital Advisors
2202
Stillwater Capital Advisors
Pennsylvania
$481M +$62.5M +15% 9.57% 121% 86 18.6% 2.6
Bell Asset Management
2203
Bell Asset Management
Australia
$481M +$66.5M +16% 8.18% 45.3% 66 6.06% 0.6
Essex Woodlands Management
2204
Essex Woodlands Management
Texas
$481M +$50.2M +12% 17.3% 55% 8 0% 3.9
RIA
2205
RPG Investment Advisory
California
$477M +$31.7M +7% 2.25% 186% 323 12.69% 1.3
Vantage Investment Advisors
2206
Vantage Investment Advisors
Pennsylvania
$477M +$65.2M +16% 8.53% 56.3% 853 13.48% 2.9
Hilltop Holdings
2207
Hilltop Holdings
Texas
$476M +$4.34M +0.9% 4.63% 96.7% 481 26.61% 1.9
Arrow Financial
2208
Arrow Financial
New York
$476M +$30.9M +7% 7.4% 66.5% 371 11.32% 3.6
Lunia Capital
2209
Lunia Capital
Texas
$475M -$62.5M -12% 10% 115% 39 43.59% 0.4
Pura Vida Investments
2210
Pura Vida Investments
New York
$475M +$226M +91% 26.2% 38.3% 154 71.43% 0.3
Jackson Wealth Management
2211
Jackson Wealth Management
Florida
$475M +$45.9M +11% 11.9% 72.1% 93 11.83% 1.5
United Bank (Virginia)
2212
United Bank (Virginia)
Virginia
$475M +$44M +10% 8.85% 76.1% 135 8.89% 1.5
Regal Investment Advisors
2213
Regal Investment Advisors
Michigan
$475M +$146M +44% 5.02% 64.7% 348 33.33% 2.5
First Interstate Bank
2214
First Interstate Bank
Montana
$474M +$22.2M +5% 7.79% 49.7% 692 11.56% 2.4
Jaffetilchin Investment Partners
2215
Jaffetilchin Investment Partners
Florida
$473M +$23.6M +5% 4.82% 88.1% 347 29.11% 1.1
Virtue Capital Management
2216
Virtue Capital Management
Tennessee
$473M +$268M +130% 5.11% 91% 259 29.34% 0.5
Prince Street Capital Management
2217
Prince Street Capital Management
New York
$473M -$13.9M -3% 2.52% 302% 53 52.83% 0.6
IMOV
2218
Investment Management of Virginia
Virginia
$473M +$19.8M +4% 8.94% 93.4% 153 7.84% 3.6
Monashee Investment Management
2219
Monashee Investment Management
Massachusetts
$472M -$53.2M -10% 10.7% 520% 149 0% 0
Legion Partners Asset Management
2220
Legion Partners Asset Management
California
$472M +$68.5M +17% 10.6% 206% 15 33.33% 0.7
GWI
2221
Grace & White Inc
New York
$471M +$4.04M +0.9% 3.3% 59.6% 133 3.76% 4.2
Transamerica Financial Advisors
2222
Transamerica Financial Advisors
Florida
$471M +$18.8M +4% 4.1% 77.1% 534 8.99% 2.7
RKL Wealth Management
2223
RKL Wealth Management
Pennsylvania
$471M +$28.2M +6% 4.95% 76.8% 129 3.88% 2.4
GTC
2224
Ghost Tree Capital
New York
$470M +$131M +38% 9.51% 265% 67 49.25% 0.4
J.M. Forbes & Co
2225
J.M. Forbes & Co
Massachusetts
$470M +$23.7M +5% 9.37% 112% 109 5.5% 3.8