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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)
First Business Financial Services
2201
First Business Financial Services
Wisconsin
$1.09B -$18.8M -2% 7.98% 74% 194 9.28% 4.5
Amica Mutual Insurance
2202
Amica Mutual Insurance
Rhode Island
$1.09B +$52M +5% 7.33% 80.4% 145 6.21% 4.4
Wellspring Financial Advisors
2203
Wellspring Financial Advisors
Ohio
$1.09B +$92.5M +9% 8.34% 77.2% 205 24.88% 2.4
BCM
2204
Bares Capital Management
Texas
$1.08B +$53.8M +5% 13.8% 138% 24 8.33% 2.7
Sora Investors
2205
Sora Investors
Pennsylvania
$1.08B -$25.8M -2% 6.81% 179% 120 55.83% 0.5
Conservest Capital Advisors
2206
Conservest Capital Advisors
Pennsylvania
$1.08B +$68.3M +7% 6.34% 58.6% 130 9.23% 2
Zuckerman Investment Group
2207
Zuckerman Investment Group
Illinois
$1.08B +$48.6M +5% 7.01% 111% 165 10.3% 3.4
American Securities
2208
American Securities
New York
$1.08B +$15.3M +1% 1.44% – 1 0% 0.8
Connable Office Inc
2209
Connable Office Inc
Michigan
$1.08B +$67.7M +7% 6.89% 68.3% 244 18.03% 4.2
Matrix Asset Advisors
2210
Matrix Asset Advisors
New York
$1.08B +$89.8M +9% 7.66% 84.9% 112 8.04% 5
Bornite Capital Management
2211
Bornite Capital Management
New York
$1.08B +$78.1M +8% 12.6% 208% 56 73.21% 0.4
Oxbow Advisors
2212
Oxbow Advisors
Texas
$1.08B +$162M +18% 9.51% 66.3% 232 13.79% 4.6
Richard C. Young & Co
2213
Richard C. Young & Co
Rhode Island
$1.08B +$64.5M +6% 11.1% 137% 96 14.58% 4.4
Marks Group Wealth Management
2214
Marks Group Wealth Management
Minnesota
$1.08B +$1.14M +0.1% 4.65% 62.8% 307 8.79% 3.5
Bank of Nova Scotia Trust
2215
Bank of Nova Scotia Trust
Ontario, Canada
$1.08B +$59.8M +6% 7.4% 61.4% 136 12.5% 6.3
Tanglewood Wealth Management
2216
Tanglewood Wealth Management
Texas
$1.08B +$61.6M +6% 6.56% 64.6% 41 7.32% 3.4
Palisade Asset Management
2217
Palisade Asset Management
Minnesota
$1.08B +$70.6M +7% 7.04% 61.8% 701 72.47% 2.2
Parsifal Capital Management
2218
Parsifal Capital Management
Connecticut
$1.07B -$106M -9% 0.52% 154% 20 45% 1
Heartwood Wealth Advisors
2219
Heartwood Wealth Advisors
Virginia
$1.07B +$114M +12% 8.54% 59.4% 631 71% 0.8
Clearlake Capital Group
2220
Clearlake Capital Group
California
$1.07B -$6.29M -0.6% 0.18% 47.3% 6 0% 3.5
Caldwell Trust
2221
Caldwell Trust
Florida
$1.07B +$69.9M +7% 8.26% 87% 776 7.35% 4.3
Tetrad Corporation
2222
Tetrad Corporation
Nebraska
$1.07B +$37.3M +4% 3.62% 45.6% 3 0% 12.3
GA
2223
GRS Advisors
Illinois
$1.07B +$27.9M +3% 4.54% 54.3% 36 38.89% 0.7
Pictet North America Advisors
2224
Pictet North America Advisors
Switzerland
$1.07B +$71.6M +7% 5.38% 67.7% 149 6.71% 4.5
AIC
2225
AWM Investment Company
New York
$1.07B +$175M +20% 38% 778% 116 31.03% 3