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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)
J. Stern & Co
2476
J. Stern & Co
United Kingdom
$1.06B +$27.8M +3% 8.57% – 51 3.92% 1.7
Greylock XIV
2477
Greylock XIV
California
$1.06B -$178M -14% 14.4% – 1 0% 0.5
Red Cedar Investment Management
2478
Red Cedar Investment Management
Michigan
$1.06B +$91.3M +9% 10.2% 81.4% 95 9.47% 3
Minneapolis Portfolio Management Group
2479
Minneapolis Portfolio Management Group
Minnesota
$1.06B +$113M +12% 20.8% 140% 35 8.57% 4.8
Convergence Investment Partners
2480
Convergence Investment Partners
Florida
$1.06B +$444M +73% 37.3% 304% 292 36.99% 3.1
Financial Management Professionals
2481
Financial Management Professionals
Texas
$1.05B +$163M +18% 11.8% 67.3% 1,107 17.62% 4.2
FengHe Fund Management
2482
FengHe Fund Management
Singapore
$1.05B +$331M +46% 97.2% 902% 36 63.89% 0.8
Financial Plan Inc
2483
Financial Plan Inc
Washington
$1.05B +$121M +13% 8.73% – 102 14.71% 0.4
Wealthcare Capital Management
2484
Wealthcare Capital Management
Virginia
$1.05B +$53.9M +5% 6.9% 46.2% 109 17.43% 4.3
Abner Herrman & Brock
2485
Abner Herrman & Brock
New Jersey
$1.05B +$149M +16% 30.8% 156% 117 12.82% 3.3
Per Stirling Capital Management
2486
Per Stirling Capital Management
Texas
$1.05B +$148M +16% 12.8% 63.1% 356 19.1% 1.9
Portland Global Advisors
2487
Portland Global Advisors
Maine
$1.05B +$114M +12% 12.6% 43.4% 160 12.5% 6.3
V-Square Quantitative Management
2488
V-Square Quantitative Management
Illinois
$1.05B +$106M +11% 17.7% 111% 800 19.25% 1
Melqart Asset Management
2489
Melqart Asset Management
United Kingdom
$1.05B +$36.7M +4% 30.1% 250% 55 52.73% 0.6
Pinnacle Wealth Planning Services
2490
Pinnacle Wealth Planning Services
Ohio
$1.05B +$81.9M +8% 17.2% 84.5% 2,848 7.37% 1.1
Provenance Wealth Advisors
2491
Provenance Wealth Advisors
Florida
$1.05B +$105M +11% 11.3% 64.3% 611 32.9% 1.6
Accurate Wealth Management
2492
Accurate Wealth Management
Florida
$1.05B +$218M +26% 17.2% 101% 617 20.26% 1.8
Mirabella Financial Services
2493
Mirabella Financial Services
United Kingdom
$1.05B -$10.5M -1% 11.7% 86.2% 1,228 73.45% 0.2
True North Advisors
2494
True North Advisors
Texas
$1.05B +$169M +19% 14.6% 82.9% 307 25.41% 1.8
Tetrad Corporation
2495
Tetrad Corporation
Nebraska
$1.05B +$45.5M +5% 4.62% 45.6% 3 0% 13
Summit Securities Group
2496
Summit Securities Group
New York
$1.05B +$236M +29% 16.5% 136% 1,497 56.38% 0.6
Southern Farm Bureau Life Insurance
2497
Southern Farm Bureau Life Insurance
Mississippi
$1.05B +$98.3M +10% 10.4% 52.3% 15 0% 3.9
Cahill Financial Advisors
2498
Cahill Financial Advisors
Minnesota
$1.04B +$118M +13% 12.6% 55.9% 307 10.42% 4.9
George Kaiser Family Foundation
2499
George Kaiser Family Foundation
Oklahoma
$1.04B +$159M +18% 13.3% 106% 111 41.44% 1.2
Kera Capital Partners
2500
Kera Capital Partners
California
$1.04B +$227M +28% 26.9% – 683 23.72% 0.7