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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)
Capital Advantage
2351
Capital Advantage
California
$409M +$21M +5% 0.6% 49.2% 83 16.87% 2.7
Stearns Financial Services Group
2352
Stearns Financial Services Group
North Carolina
$409M -$9.8M -2% 1.28% 26.1% 132 6.82% 3.7
Crescent Grove Advisors
2353
Crescent Grove Advisors
Illinois
$408M +$10M +3% 0.19% 64.1% 161 16.77% 0.6
Legacy Wealth Management (Tennessee)
2354
Legacy Wealth Management (Tennessee)
Tennessee
$408M -$7.87M -2% 1.06% 50.4% 13 15.38% 2.5
Glendon Capital Management
2355
Glendon Capital Management
California
$408M -$18.5M -4% 7.8% 142% 32 15.63% 1.7
CWA Asset Management Group
2356
CWA Asset Management Group
Florida
$406M +$28M +7% 0.75% – 201 17.91% 1.3
Shepherd Financial Partners
2357
Shepherd Financial Partners
Massachusetts
$406M -$20M -5% 0.53% 78% 119 14.29% 1
Segantii Capital Management
2358
Segantii Capital Management
Hong Kong
$406M +$80.1M +25% 0.27% 33.1% 64 79.69% 0.2
Van Cleef Asset Management
2359
Van Cleef Asset Management
Ohio
$406M -$50K -0% 0.13% 104% 114 7.02% 3.5
NumerixS Investment Technologies
2360
NumerixS Investment Technologies
British Columbia, Canada
$405M -$35.1M -8% 0.14% 24.6% 1,438 52.85% 0.6
GVO Asset Management
2361
GVO Asset Management
Switzerland
$405M -$28.8M -7% 1.31% 71.2% 26 50% 0.8
Orgel Wealth Management
2362
Orgel Wealth Management
Wisconsin
$404M -$9.08M -2% 0.71% 39.6% 48 22.92% 0.9
Fragasso Financial Advisors
2363
Fragasso Financial Advisors
Pennsylvania
$404M -$7.79M -2% 1.26% 73.7% 110 10.91% 1.6
3C
2364
361 Capital
Colorado
$404M +$107K +0% 4.26% 118% 384 71.09% 0.2
Northcape Capital
2365
Northcape Capital
Australia
$403M +$6M +2% 4.78% – 12 0% 1.2
JC
2366
Joho Capital
New York
$402M +$13.8M +4% 1.57% 80.2% 9 55.56% 1.5
Kingsview Wealth Management
2367
Kingsview Wealth Management
Oregon
$402M +$122M +44% 0.07% 71.5% 442 29.41% 0.7
Segment Wealth Management
2368
Segment Wealth Management
Texas
$402M -$11.6M -3% 1.46% 108% 221 19.91% 2.5
Maple Rock Capital Partners
2369
Maple Rock Capital Partners
Ontario, Canada
$402M +$101M +34% 1.46% 602% 18 33.33% 1
Raub Brock Capital Management
2370
Raub Brock Capital Management
California
$402M -$2.1M -0.5% 0.46% 54.7% 47 19.15% 2.5
Laffer Tengler Investments
2371
Laffer Tengler Investments
Tennessee
$402M +$2.58M +0.6% 0.4% 96.5% 269 49.44% 1.1
Maple Capital Management
2372
Maple Capital Management
Vermont
$401M +$12.4M +3% 1.65% 100% 147 12.24% 3.1
Stairway Partners
2373
Stairway Partners
Illinois
$401M -$2.05M -0.5% 0.43% 48.1% 9 0% 4.4
Fiduciary Trust International
2374
Fiduciary Trust International
Massachusetts
$401M -$815K -0.2% 1.8% 36.8% 103 6.8% 1.9
Berkshire Money Management
2375
Berkshire Money Management
Massachusetts
$401M +$1.12M +0.3% 0.75% 61.8% 28 21.43% 2.1