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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)
Fiduciary Alliance
2526
Fiduciary Alliance
South Carolina
$754M +$138M +22% 7.58% 104% 270 26.67% 0.9
MainStreet Investment Advisors
2527
MainStreet Investment Advisors
Illinois
$753M -$70.7M -9% 7.06% 61% 159 3.77% 4.3
Heritage Financial Services
2528
Heritage Financial Services
Massachusetts
$752M +$55M +8% 5.48% 38.3% 114 11.4% 1.8
Orion Resource Partners
2529
Orion Resource Partners
New York
$752M +$90.2M +14% 19.2% – 23 43.48% 0.2
L.J. Altfest & Co
2530
L.J. Altfest & Co
New York
$751M +$19.3M +3% 7.92% 95.6% 374 27.54% 3.3
Mechanics Bank - Trust Department
2531
Mechanics Bank - Trust Department
California
$751M +$52.2M +7% 6.14% 76.8% 205 5.37% 6.1
Daido Life Insurance Company
2532
Daido Life Insurance Company
Japan
$751M -$123M -14% 5.35% 68.7% 6 16.67% 5.3
GWSG
2533
GPS Wealth Strategies Group
Colorado
$751M +$84.7M +13% 4.88% 118% 1,455 10.86% 1.3
River Wealth Advisors
2534
River Wealth Advisors
Pennsylvania
$750M +$53M +8% 6.39% 80.3% 209 8.13% 5.7
Massachusetts Institute of Technology
2535
Massachusetts Institute of Technology
Massachusetts
$749M +$110M +17% 16.8% 35.7% 6 50% 3.6
Strategies Wealth Advisors
2536
Strategies Wealth Advisors
Michigan
$748M +$61.4M +9% 6.44% 64.6% 100 8% 1.9
NTV Asset Management
2537
NTV Asset Management
West Virginia
$748M +$49.2M +7% 6.45% 110% 271 7.01% 6.2
SYM Financial Corp
2538
SYM Financial Corp
Indiana
$747M +$120M +19% 7.08% 64.3% 299 24.41% 1.7
Moloney Securities Asset Management
2539
Moloney Securities Asset Management
Missouri
$746M +$54.2M +8% 7.34% 86% 528 16.67% 3.4
Toews Corporation
2540
Toews Corporation
New Jersey
$746M +$140M +23% 4.33% 22% 17 0% 2.1
WealthPLAN Partners
2541
WealthPLAN Partners
Nebraska
$745M -$187M -20% 6.53% 71.6% 319 26.96% 4.3
Crosslink Capital
2542
Crosslink Capital
California
$745M +$28.4M +4% 13.7% 135% 21 19.05% 3.9
Patriot Financial Group Insurance Agency
2543
Patriot Financial Group Insurance Agency
Massachusetts
$745M +$64.8M +10% 5.8% 97.3% 532 15.41% 3.7
Silverback Asset Management
2544
Silverback Asset Management
North Carolina
$744M -$69.2M -9% 0.36% 92.1% 85 8.24% 1.1
Tanager Wealth Management
2545
Tanager Wealth Management
United Kingdom
$743M +$71.1M +11% 6.59% 53.4% 110 14.55% 1.4
Silchester International Investors
2546
Silchester International Investors
United Kingdom
$743M +$176M +31% 0.02% 53.9% 4 0% 2.3
2Xideas
2547
2Xideas
Switzerland
$742M -$58.6M -7% 11.1% 40.6% 57 12.28% 2.5
Sixth Street Partners
2548
Sixth Street Partners
Texas
$742M +$1.27M +0.2% 8.05% 5.31% 18 27.78% 1.4
Newbrook Capital Advisors
2549
Newbrook Capital Advisors
New York
$742M +$61.7M +9% 11.7% 299% 24 54.17% 0.7
Great Waters Wealth Management
2550
Great Waters Wealth Management
Minnesota
$742M +$86.8M +13% 6.22% 49% 111 7.21% 1.4