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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 Light Asset Management
2201
First Light Asset Management
Minnesota
$1.12B -$192M -15% 1.36% 364% 40 30% 2.2
Certified Advisory Corp
2202
Certified Advisory Corp
Florida
$1.12B +$17.5M +2% 0.3% 62.9% 334 9.88% 4.1
Verus Financial Partners
2203
Verus Financial Partners
Virginia
$1.11B +$28M +3% 0.73% 45.7% 124 9.68% 4.3
North of South Capital
2204
North of South Capital
United Kingdom
$1.11B +$281K +0% 0.04% – 33 30.3% 0.9
Rockbridge Investment Management
2205
Rockbridge Investment Management
New York
$1.11B +$37.6M +3% 0.51% 38.6% 141 7.09% 4
Hilltop Holdings
2206
Hilltop Holdings
Texas
$1.11B -$578M -34% 2.53% 96.7% 951 40.59% 4.2
TD Capital Management
2207
TD Capital Management
Tennessee
$1.11B -$15.2M -1% 2.13% 40.5% 925 19.57% 2.3
Emerald Investment Advisers
2208
Emerald Investment Advisers
Pennsylvania
$1.11B – – 2.24% – 251 – 0
RKL Wealth Management
2209
RKL Wealth Management
Pennsylvania
$1.11B -$107M -9% 1.03% 76.8% 189 8.47% 5.5
Jackson Thornton Wealth Management
2210
Jackson Thornton Wealth Management
Alabama
$1.11B +$53M +5% 2.4% 64.4% 347 30.55% 1
Bain Capital Life Sciences Investors
2211
Bain Capital Life Sciences Investors
Massachusetts
$1.11B -$197M -15% 3.07% 507% 22 22.73% 3.3
Sentinus LLC
2212
Sentinus LLC
Illinois
$1.11B +$65.8M +6% 0.73% – 669 30.49% 0.9
YCG LLC
2213
YCG LLC
Texas
$1.1B -$221M -17% 9.66% 27% 46 13.04% 6.4
AWM Capital
2214
AWM Capital
Arizona
$1.1B +$3.13M +0.3% 0.31% 51.1% 117 15.38% 2.6
Conservest Capital Advisors
2215
Conservest Capital Advisors
Pennsylvania
$1.1B -$5.56M -0.5% 1.24% 58.6% 137 11.68% 2.4
Formuepleje A/S
2216
Formuepleje A/S
Denmark
$1.1B -$571M -34% 9.21% 92.1% 70 32.86% 2.4
DLD Asset Management
2217
DLD Asset Management
New York
$1.1B -$253M -19% 0.49% 10.3% 520 60.19% 0.3
Pinkerton Retirement Specialists
2218
Pinkerton Retirement Specialists
Idaho
$1.1B +$124M +13% 1.81% 98% 139 1.44% 3.3
Legato Capital Management
2219
Legato Capital Management
California
$1.1B -$62.9M -5% 7.29% 243% 898 35.63% 1.3
Mark Asset Management
2220
Mark Asset Management
New York
$1.1B -$412M -27% 0.15% 325% 53 41.51% 3.1
PFM Health Sciences
2221
PFM Health Sciences
California
$1.1B +$93.7M +9% 2.29% 241% 102 42.16% 1.2
Delta Asset Management
2222
Delta Asset Management
Tennessee
$1.1B -$67M -6% 2.11% 53.8% 620 6.94% 4.7
CPRC
2223
Consolidated Portfolio Review Corp
New York
$1.1B -$61.8M -5% 4.99% 65.4% 34 0% 2.2
Abacus Wealth Partners
2224
Abacus Wealth Partners
California
$1.1B +$76M +7% 0.85% 49.5% 566 21.2% 0.7
Khrom Capital Management
2225
Khrom Capital Management
Florida
$1.09B +$131M +14% 0.01% 35.6% 19 52.63% 0.7