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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)
Oxford Financial Group
2301
Oxford Financial Group
Indiana
$746M +$24.6M +3% 9.61% 77.2% 244 18.44% 1.4
United Bank (Virginia)
2302
United Bank (Virginia)
Virginia
$744M +$15.6M +2% 3.6% 76.1% 188 20.74% 2.7
Galibier Capital Management
2303
Galibier Capital Management
Ontario, Canada
$744M +$77.7M +12% 9.69% 66.8% 42 7.14% 1.6
Sloy Dahl & Holst
2304
Sloy Dahl & Holst
Washington
$744M +$44.2M +6% 7.48% 132% 68 14.71% 0.8
First Midwest Bank Trust Division
2305
First Midwest Bank Trust Division
Illinois
$743M +$16.2M +2% 6.54% 107% 394 8.12% 4.4
Cadinha & Co
2306
Cadinha & Co
Hawaii
$743M +$48.5M +7% 9.16% 132% 127 14.17% 3.8
Perry Creek Capital
2307
Perry Creek Capital
New York
$742M +$87.4M +13% 9.46% 51.2% 26 15.38% 0.4
Sheets Smith Wealth Management
2308
Sheets Smith Wealth Management
North Carolina
$742M +$62.4M +9% 7.9% 83.4% 371 14.29% 3.2
IR
2309
IAT Reinsurance
New York
$742M +$84.9M +13% 28.3% 60.2% 115 25.22% 3.2
ThornTree Capital Partners
2310
ThornTree Capital Partners
Massachusetts
$741M -$34.6M -4% 10.8% 217% 40 45% 1
Intrust Bank
2311
Intrust Bank
Kansas
$741M +$45.7M +7% 8.15% 102% 396 9.34% 3.9
Foresite Capital Management IV
2312
Foresite Capital Management IV
California
$740M -$95M -11% 16.3% 151% 16 37.5% 0.7
HAM
2313
Hillcrest Asset Management
Texas
$740M -$117M -14% 3.73% 97.2% 63 12.7% 1.9
Oslo Pensjonsforsikring
2314
Oslo Pensjonsforsikring
$739M +$73.8M +11% 10.4% 79% 16 0% 3.1
Bristlecone Advisors
2315
Bristlecone Advisors
Washington
$739M +$77.1M +12% 8% 103% 218 7.8% 2.6
Campbell Wealth Management
2316
Campbell Wealth Management
Virginia
$739M +$9.9M +1% 5.58% 11.2% 77 20.78% 1.6
JNBA Financial Advisors
2317
JNBA Financial Advisors
Minnesota
$738M +$49.7M +7% 5.44% 61.8% 719 10.99% 3.1
Harbor Investment Advisory
2318
Harbor Investment Advisory
Maryland
$738M +$73.8M +11% 9.31% 97.5% 1,335 7.64% 1.2
Cypress Capital Group
2319
Cypress Capital Group
Florida
$738M +$33.2M +5% 7.02% 97.8% 292 9.93% 3.8
Scopia Capital Management
2320
Scopia Capital Management
New York
$737M -$69.2M -9% 2.69% 58.7% 18 27.78% 1.3
Trust Asset Management
2321
Trust Asset Management
Texas
$737M -$15.5M -2% 8.76% 91.1% 196 10.2% 0.9
Freshford Capital Management
2322
Freshford Capital Management
New York
$736M +$18M +3% 9.01% 97.3% 24 33.33% 1.2
Barber Financial Group
2323
Barber Financial Group
Kansas
$736M +$50.7M +7% 3.91% 39% 168 20.83% 2.2
Spearhead Capital Advisors
2324
Spearhead Capital Advisors
Florida
$735M +$57.8M +9% 7.56% 25.2% 195 7.18% 1.4
AGM
2325
Alpine Global Management
New York
$734M -$309M -30% 4.41% 149% 453 64.02% 0.3