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
XPN
3026
XY Planning Network
Montana
$626M +$52.2M +9% 280
CT
3027
Chicago Trust
Illinois
$626M -$14.1M -2% 411
SGA
3028
Strategic Global Advisors
California
$625M -$21.9M -3% 155
DCA
3029
DSG Capital Advisors
Minnesota
$625M -$31.2M -5% 127
LWM
3030
LJI Wealth Management
Indiana
$625M -$29.6M -5% 202
SIM
3031
Sprucegrove Investment Management
Ontario, Canada
$625M -$205M -25% 43
WCAMG
3032
Woodard & Company Asset Management Group
North Carolina
$625M -$7.23M -1% 179
MFGM
3033
Marshall Financial Group (Maryland)
Maryland
$625M +$109M +21% 313
AGWCA
3034
Annis Gardner Whiting Capital Advisors
Florida
$625M +$96.9M +18% 1,398
SIC
3035
SFE Investment Counsel
California
$624M -$17.1M -3% 149
KCG
3036
Kinsale Capital Group
Virginia
$624M +$21.6M +4% 41
WVUF
3037
West Virginia University Foundation
West Virginia
$623M +$95.5M +18% 2
KAS
3038
Kemnay Advisory Services
New York
$622M -$40.8M -6% 1,316
DMC
3039
Deer Management Company
New York
$622M -$406M -40% 9
HC
3040
Headwater Capital
China
$622M +$144M +30% 24
TCOTS
3041
Trust Company of the South
North Carolina
$622M +$74.9K +0% 148
APC
3042
Alta Park Capital
California
$622M -$209M -25% 39
ACM
3043
Agave Capital Management
$622M +$23.1M +4% 26
FBT
3044
First Bank & Trust
South Dakota
$621M +$6.92M +1% 283
TTSTC
3045
Texas Treasury Safekeeping Trust Company
Texas
$620M -$138M -18% 4
RC
3046
RBO & Co
California
$620M -$8.77M -1% 59
KFAS
3047
Keating Financial Advisory Services
Kansas
$619M -$118M -16% 2,692
KGAMU
3048
KPS Global Asset Management (UK)
United Kingdom
$619M -$199M -24% 4
RIS
3049
Richmond Investment Services
Wisconsin
$619M +$40.2M +7% 273
AMG
3050
Asset Management Group
Connecticut
$619M +$223K +0% 140