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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)
Aptus Capital Advisors
2326
Aptus Capital Advisors
Alabama
$379M – – 6.99% 67% 174 – 0
Lone Star Global Acquisitions
2327
Lone Star Global Acquisitions
Bermuda
$379M -$272M -42% 40.6% 380% 2 0% 1.9
Ion Asset Management
2328
Ion Asset Management
Israel
$378M -$43.4M -10% 4.61% 125% 13 38.46% 1.3
HighPoint Advisor Group
2329
HighPoint Advisor Group
Illinois
$378M +$12.4M +3% 11.2% – 388 26.55% 2
LSP Investment Advisors
2330
LSP Investment Advisors
New York
$377M -$19.4M -5% 25% 79.5% 28 32.14% 0.7
Sensato Investors
2331
Sensato Investors
California
$377M -$202M -35% 9.57% 75.8% 116 48.28% 0.7
Hill Path Capital
2332
Hill Path Capital
New York
$377M -$150M -28% 30.3% 5.23% 2 0% 1.4
Magnus Financial Group
2333
Magnus Financial Group
New York
$376M – – 13.9% 78.2% 439 – 0
Gagnon Securities
2334
Gagnon Securities
New York
$376M -$59.1M -14% 14.3% 129% 108 20.37% 2.6
Quadrant Capital Group
2335
Quadrant Capital Group
Ohio
$375M +$25.3M +7% 9.73% 118% 2,472 16.55% 2.4
BIM
2336
Bridgecreek Investment Management
Oklahoma
$375M -$128M -25% 16.8% 48.4% 117 12.82% 3.1
Van Cleef Asset Management
2337
Van Cleef Asset Management
Ohio
$374M -$73.7M -16% 14.5% 104% 122 11.48% 4
RPGK
2338
Retirement Planning Group (Kansas)
Kansas
$374M -$14.1M -4% 9.66% 54.7% 70 27.14% 3.2
WCM
2339
Woodson Capital Management
Connecticut
$374M -$2.68M -0.7% 18% 235% 40 45% 1
Verity & Verity
2340
Verity & Verity
South Carolina
$374M -$41M -10% 10.5% 90.4% 113 14.16% 3
GA
2341
GFS Advisors
Texas
$374M -$18.1M -5% 14.6% 97.9% 142 22.54% 3.6
Duncker Streett & Co
2342
Duncker Streett & Co
Missouri
$374M -$66.7M -15% 11.2% 90.9% 605 5.29% 4.2
JFS Wealth Advisors
2343
JFS Wealth Advisors
Pennsylvania
$373M -$15M -4% 9.52% 54.8% 570 24.04% 3.2
Lee Financial
2344
Lee Financial
Texas
$373M -$33.6M -8% 11.7% 75% 505 15.45% 1.5
SAS
2345
Sarbit Advisory Services
Manitoba, Canada
$373M -$60.5M -14% 21.7% 29.3% 12 25% 1.5
Northern Capital Management (Wisconsin)
2346
Northern Capital Management (Wisconsin)
Wisconsin
$373M -$62.4M -14% 14.3% 12.8% 171 10.53% 2.8
Exencial Wealth Advisors
2347
Exencial Wealth Advisors
Oklahoma
$373M -$57.4M -13% 14.6% 58% 237 29.11% 2.1
PAM
2348
Premier Asset Management
Illinois
$373M -$74.8M -17% 14.1% 104% 156 35.9% 2.3
Western Wealth Management
2349
Western Wealth Management
Colorado
$372M – – 11.9% 82.6% 350 – 0
Sheets Smith Wealth Management
2350
Sheets Smith Wealth Management
North Carolina
$371M -$112M -23% 11.3% 83.4% 353 28.61% 2.9