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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)
Lodestar Private Asset Management
2551
Lodestar Private Asset Management
California
$521M – – 6.55% 64.4% 190 – 0
Lannebo Fonder
2552
Lannebo Fonder
Sweden
$521M +$19.7M +4% 3.91% 49.8% 36 11.11% 4.1
Silicon Valley Community Foundation
2553
Silicon Valley Community Foundation
California
$520M -$286M -35% 8.26% 309% 23 21.74% 1.7
Cahill Financial Advisors
2554
Cahill Financial Advisors
Minnesota
$520M +$45.9M +10% 8.75% 55.9% 233 12.45% 4
Guardian Wealth Advisors (North Carolina)
2555
Guardian Wealth Advisors (North Carolina)
North Carolina
$520M -$16.4M -3% 5.97% 58.9% 399 18.05% 0.7
Ophir Asset Management
2556
Ophir Asset Management
Australia
$520M -$29.1M -5% 11.4% 282% 41 60.98% 0.4
River Wealth Advisors
2557
River Wealth Advisors
Pennsylvania
$519M +$55.2M +12% 9.41% 80.3% 211 8.53% 4.8
MA
2558
Madrone Advisors
California
$519M – – 9.37% 10.4% 7 – 0
Bremer Bank National Association
2559
Bremer Bank National Association
Minnesota
$518M +$69.9M +16% 8.99% 37.4% 215 17.21% 2.6
RIA
2560
RPG Investment Advisory
California
$518M +$54.7M +12% 13% 186% 88 10.23% 3.6
CF
2561
Clarity Financial
Texas
$518M +$90.5M +21% 44.6% 56.8% 106 24.53% 1
Insight Wealth Strategies
2562
Insight Wealth Strategies
California
$517M -$21.1M -4% 7.81% 83.5% 159 25.16% 2.4
ICM
2563
Indaba Capital Management
California
$517M -$133M -20% 6.92% 66.7% 43 18.6% 1.5
Sectoral Asset Management
2564
Sectoral Asset Management
Quebec, Canada
$517M +$9.2M +2% 4.07% 168% 131 25.19% 1.6
Heck Capital Advisors
2565
Heck Capital Advisors
Wisconsin
$516M +$30.4M +6% 8.02% 67% 150 18.67% 2.9
Baker Ellis Asset Management
2566
Baker Ellis Asset Management
Washington
$516M +$57.3M +12% 11% 91.9% 222 19.82% 4.8
Opus Capital Group
2567
Opus Capital Group
Ohio
$516M +$54.4M +12% 9.88% 49.7% 124 16.13% 4.3
Atlas FRM
2568
Atlas FRM
Connecticut
$515M +$175M +52% 28.5% 38.9% 8 12.5% 0.6
KFS
2569
Kurt F. Somerville
$515M +$16.6M +3% 10.6% 92.9% 118 12.71% 6.1
1SP
2570
140 Summer Partners
New York
$514M +$24.6M +5% 11.5% 202% 17 58.82% 0.6
Voss Capital
2571
Voss Capital
Texas
$514M +$164M +47% 15.8% 78.4% 56 39.29% 0.9
LS Investment Advisors
2572
LS Investment Advisors
Michigan
$514M +$20.9M +4% 10.2% 98.7% 133 11.28% 7.6
Sunbelt Securities
2573
Sunbelt Securities
Texas
$512M +$38.8M +8% 9.09% 83.5% 474 13.92% 2.7
Investure LLC
2574
Investure LLC
Virginia
$511M +$2.49M +0.5% 4.39% 55.4% 22 4.55% 2.3
K.J. Harrison & Partners
2575
K.J. Harrison & Partners
Ontario, Canada
$511M +$229M +81% 7.55% 140% 272 38.24% 2.5