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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)
Private Trust Company
2201
Private Trust Company
Ohio
$496M +$15.2M +3% 4.23% 87.7% 388 11.86% 3.6
CKW Financial Group
2202
CKW Financial Group
Hawaii
$495M -$45.7M -8% 2.64% 62.4% 191 16.75% 4
Evanson Asset Management
2203
Evanson Asset Management
California
$495M +$10.7M +2% 4.88% 66.6% 251 9.16% 3.5
Salomon & Ludwin
2204
Salomon & Ludwin
Virginia
$495M +$9.23M +2% 2.7% 52.6% 292 41.1% 0.4
JLB & Associates
2205
JLB & Associates
Michigan
$495M +$20.4M +4% 4.11% 69.5% 75 8% 4.2
Bowie Capital Management
2206
Bowie Capital Management
Texas
$494M +$156M +46% 8.56% 31.6% 39 33.33% 1.6
Emery Howard Portfolio Management
2207
Emery Howard Portfolio Management
California
$494M +$13.7M +3% 2.47% 66.5% 33 0% 5.1
Kintegral Advisory
2208
Kintegral Advisory
New York
$493M +$18.1M +4% 4.53% 143% 269 0% 0.5
TD Capital Management
2209
TD Capital Management
Tennessee
$493M +$18.2M +4% 2.62% 40.5% 276 17.75% 2.7
Jacobi Capital Management
2210
Jacobi Capital Management
Pennsylvania
$492M +$101M +26% 3.35% 76.6% 1,093 7.23% 2
Segment Wealth Management
2211
Segment Wealth Management
Texas
$492M +$19.5M +4% 3.28% 102% 208 7.21% 3
SeaCrest Wealth Management
2212
SeaCrest Wealth Management
New York
$491M -$91.7M -16% 3.59% 153% 2,226 76.86% 1.4
Diameter Capital Partners
2213
Diameter Capital Partners
New York
$491M +$205M +72% 4.71% 378% 24 62.5% 0.4
Heathbridge Capital Management
2214
Heathbridge Capital Management
Ontario, Canada
$491M -$9.6M -2% 2.1% 58.7% 30 10% 3.6
JNBA Financial Advisors
2215
JNBA Financial Advisors
Minnesota
$491M +$25.4M +5% 3.59% 61.8% 716 24.16% 1.7
Sunriver Management
2216
Sunriver Management
Connecticut
$490M -$12.3M -2% 7.88% 9.27% 23 39.13% 0.9
Symmetry Partners
2217
Symmetry Partners
Connecticut
$490M -$96M -16% 3.57% 58.5% 456 37.94% 0.6
Foundation Resource Management
2218
Foundation Resource Management
Arkansas
$489M +$12.6M +3% 0.08% 84.5% 59 6.78% 5
Penobscot Investment Management
2219
Penobscot Investment Management
Massachusetts
$489M +$16.9M +4% 4.3% 103% 203 11.82% 4.3
Raub Brock Capital Management
2220
Raub Brock Capital Management
California
$489M +$13.3M +3% 4.82% 54.7% 60 38.33% 2.3
Suncoast Equity Management
2221
Suncoast Equity Management
Florida
$488M +$37.2M +8% 6.79% 82.9% 48 25% 2.4
Sheets Smith Wealth Management
2222
Sheets Smith Wealth Management
North Carolina
$487M +$25.2M +5% 5.9% 83.4% 340 16.18% 2.8
AIP LLC
2223
AIP LLC
New York
$487M +$117M +32% 31.6% 54.9% 1 0% 1.5
Capula Management
2224
Capula Management
Cayman Islands
$486M +$411M +547% 3.85% 90.7% 106 98.11% 0
Incline Global Management
2225
Incline Global Management
New York
$485M -$13M -3% 0.93% 40.1% 30 43.33% 0.8