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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)
First Heartland Consultants
2476
First Heartland Consultants
Missouri
$657M -$2.87M -0.4% 0.76% 59.2% 426 19.48% 2.6
Perella Weinberg Partners Capital Management
2477
Perella Weinberg Partners Capital Management
New York
$657M +$128M +24% 1.5% 1.52% 36 38.89% 1.4
Managed Asset Portfolios
2478
Managed Asset Portfolios
Michigan
$657M -$14.9M -2% 1.89% 99.2% 37 2.7% 3.7
Symmetry Investments
2479
Symmetry Investments
Jersey
$657M +$305M +87% 0.76% 148% 161 67.7% 0.2
Jeneq Management
2480
Jeneq Management
New York
$656M +$92.8M +16% 8.44% 21.7% 25 52% 0.5
Ardsley Advisory Partners
2481
Ardsley Advisory Partners
Connecticut
$656M -$195M -23% 3.64% 555% 183 60.11% 0.7
Smith, Moore & Co
2482
Smith, Moore & Co
Missouri
$655M -$8.3M -1% 1.44% 67% 436 11.24% 3.2
IQ EQ Fund Management
2483
IQ EQ Fund Management
Ireland
$655M +$2.09M +0.3% 3.96% 109% 275 16.73% 2.3
TCI Wealth Advisors
2484
TCI Wealth Advisors
Arizona
$655M +$63.8M +11% 0.76% 68.2% 2,699 21.45% 2.7
BFSG LLC
2485
BFSG LLC
California
$655M +$98.3M +18% 0.16% 90.7% 217 42.4% 1.4
Atalaya Capital Management
2486
Atalaya Capital Management
New York
$655M +$270M +70% 2.75% 7.46% 398 24.37% 0.3
OIM
2487
Opus Investment Management
Massachusetts
$654M -$10M -2% 0.58% 52.8% 96 5.21% 4.5
Torray Investment Partners
2488
Torray Investment Partners
Maryland
$653M -$26.6M -4% 0.09% 97.2% 103 5.83% 4.2
Bluescape Energy Partners
2489
Bluescape Energy Partners
Texas
$651M -$169M -21% 2.05% 57.9% 5 20% 1.6
Greenwood Capital Associates
2490
Greenwood Capital Associates
South Carolina
$651M -$10.7M -2% 0.73% 87.7% 230 16.96% 2
Main Street Financial Solutions
2491
Main Street Financial Solutions
Pennsylvania
$651M +$31.8M +5% 0.46% 75.4% 465 10.97% 0.6
Simplicity Solutions
2492
Simplicity Solutions
Minnesota
$650M +$145M +29% 0.04% 37.1% 623 24.88% 1.8
German American Bancorp
2493
German American Bancorp
Indiana
$650M +$15.2M +2% 0.2% 92.3% 95 3.16% 2.2
HCM
2494
Harspring Capital Management
New York
$650M -$23.2M -3% 3.55% 70.6% 44 27.27% 0.8
HoldCo Asset Management
2495
HoldCo Asset Management
Florida
$648M +$14.2M +2% 3.44% – 24 8.33% 0.6
CKW Financial Group
2496
CKW Financial Group
Hawaii
$648M +$15.5M +2% 0.68% 70.3% 256 16.02% 3.9
V Wealth Advisors
2497
V Wealth Advisors
Kansas
$647M +$18.3M +3% 0.4% 36.9% 576 26.22% 1
AO
2498
Allen Operations
New York
$646M +$63.6M +11% 5.93% 218% 37 10.81% 2.7
Soltis Investment Advisors
2499
Soltis Investment Advisors
Utah
$646M +$14.9M +2% 0.92% 95.1% 260 13.85% 1.2
S&T Bank
2500
S&T Bank
Pennsylvania
$645M +$1.2M +0.2% 0.03% 193% 136 5.88% 3.5