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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)
WNY Asset Management
2326
WNY Asset Management
New York
$857M +$102M +13% 6.66% – 254 16.54% 2.1
Apriem Advisors
2327
Apriem Advisors
California
$856M +$39.3M +5% 6.75% 74.3% 185 11.89% 5
CCM
2328
CAAS Capital Management
New York
$856M +$546M +176% 4.48% 11% 473 62.58% 0.5
Global Strategic Investment Solutions
2329
Global Strategic Investment Solutions
Arizona
$856M +$27.8M +3% 5.65% 56.8% 151 5.3% 3.3
Onex Canada Asset Management
2330
Onex Canada Asset Management
Ontario, Canada
$855M -$23M -3% 8.61% 87.8% 115 8.7% 4.4
Quest Investment Management
2331
Quest Investment Management
Oregon
$855M -$49.5M -5% 4.79% 105% 93 17.2% 5.6
Manchester Capital Management
2332
Manchester Capital Management
Vermont
$854M +$21.6M +3% 6.58% 86.7% 1,209 7.69% 3.6
BCM
2333
Bayesian Capital Management
New York
$853M -$19.3M -2% 10.9% 107% 1,104 80.07% 0.2
Falcon Wealth Planning
2334
Falcon Wealth Planning
California
$852M +$81.6M +11% 5.71% 52.7% 155 15.48% 2
Alera Investment Advisors
2335
Alera Investment Advisors
Illinois
$851M +$19.8M +2% 5.4% 28.9% 313 18.21% 1.6
Mantle Ridge LP
2336
Mantle Ridge LP
New York
$851M -$441M -34% 34.1% 44.2% 1 0% 2.8
Coastline Trust
2337
Coastline Trust
Rhode Island
$851M -$3.02M -0.4% 5.76% 106% 455 51.87% 3.8
FORA Capital
2338
FORA Capital
Florida
$850M +$30.2M +4% 8.42% 162% 607 73.31% 0.2
PPSC Investment Service
2339
PPSC Investment Service
Japan
$849M +$101M +14% 8.91% 193% 6 16.67% 1.2
American National Bank & Trust
2340
American National Bank & Trust
Texas
$848M +$45.4M +6% 6.67% 102% 592 27.03% 3.3
Galileo PTC
2341
Galileo PTC
British Virgin Islands
$848M -$483M -36% 12.2% 82.7% 7 14.29% 3.4
Norden Group
2342
Norden Group
Utah
$847M +$353M +71% 5.99% 104% 534 28.84% 0.6
BFS
2343
Bard Financial Services
Connecticut
$847M -$120M -12% 8.34% 90.1% 237 15.61% 3
Toth Financial Advisory
2344
Toth Financial Advisory
Virginia
$847M +$60.1M +8% 9.68% 90.4% 790 16.08% 3.9
Spectrum Wealth Counsel
2345
Spectrum Wealth Counsel
Indiana
$847M +$56.4M +7% 6.27% – 446 28.92% 0.5
8KM
2346
8 Knots Management
Texas
$847M -$189M -18% 15.4% – 25 60% 0.4
Bell Bank
2347
Bell Bank
North Dakota
$845M -$344M -29% 6.16% 71% 197 14.72% 5.2
Southernsun Asset Management
2348
Southernsun Asset Management
Tennessee
$844M +$14.6M +2% 11.3% 54.7% 30 13.33% 5.4
FourThought Financial Partners
2349
FourThought Financial Partners
Florida
$843M +$65.7M +8% 7.95% 95.9% 182 6.59% 1.5
KLCM Advisors
2350
KLCM Advisors
Wisconsin
$843M +$33.1M +4% 5.93% 122% 177 12.99% 4.3