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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)
Harvest Fund Management
2551
Harvest Fund Management
China
$573M +$75.6M +15% 9.12% 327% 738 21% 2
Arbor Investment Advisors
2552
Arbor Investment Advisors
North Carolina
$572M +$4.82M +0.8% 3.15% 48.5% 109 11.01% 4.4
Valley National Advisers
2553
Valley National Advisers
Pennsylvania
$572M -$22.6M -4% 3.64% 87.2% 1,146 22.08% 4
Cornerstone Advisory
2554
Cornerstone Advisory
Maryland
$572M +$2.39M +0.4% 3.24% 53.5% 220 6.82% 4.3
Stansberry Asset Management
2555
Stansberry Asset Management
Texas
$571M +$24.7M +5% 3.51% 79.6% 116 25% 1.7
Penn Davis McFarland
2556
Penn Davis McFarland
Texas
$571M +$9.28M +2% 1.48% 100% 48 12.5% 4.7
Dock Street Asset Management
2557
Dock Street Asset Management
Florida
$571M -$10.2M -2% 0.97% 175% 45 11.11% 5.1
LP
2558
LGL Partners
Pennsylvania
$570M -$14.6M -2% 3.29% 68.9% 106 14.15% 3.5
Clear Creek Financial Management
2559
Clear Creek Financial Management
Washington
$570M -$7.18M -1% 2.28% 86.1% 348 13.22% 1.6
Financial Management Professionals
2560
Financial Management Professionals
Texas
$569M -$29.1M -5% 2.91% 67.3% 1,118 21.02% 2.9
Montanaro Asset Management
2561
Montanaro Asset Management
United Kingdom
$568M -$63.9M -10% 8.33% 49.6% 45 0% 2.3
Index Venture Associates VI
2562
Index Venture Associates VI
Jersey
$568M -$11.6M -2% 1.7% 312% 3 33.33% 1.4
Estabrook Capital Management
2563
Estabrook Capital Management
New York
$568M -$32M -5% 2.31% 87.2% 390 5.13% 6.2
Torray Investment Partners
2564
Torray Investment Partners
Maryland
$567M -$11.2M -2% 0.99% 82.4% 97 4.12% 5
KC
2565
Keenan Capital
California
$567M +$8.29M +1% 4.4% 110% 10 0% 3.1
Inspire Advisors
2566
Inspire Advisors
Idaho
$566M +$47.8M +9% 3.09% 60.2% 310 30.97% 0.7
Focused Wealth Management
2567
Focused Wealth Management
New York
$566M +$10.7M +2% 2.96% 73.9% 1,125 13.51% 4.6
WealthPlan Investment Management
2568
WealthPlan Investment Management
Nebraska
$566M +$230M +69% 4.34% 74.2% 378 58.2% 1.3
Rockbridge Investment Management
2569
Rockbridge Investment Management
New York
$566M -$3.08M -0.5% 4.03% 38.6% 111 6.31% 2.8
Greatmark Investment Partners
2570
Greatmark Investment Partners
Georgia
$566M -$28.5M -5% 1.36% 62% 137 11.68% 5.8
Covalis Capital
2571
Covalis Capital
United Kingdom
$565M +$99.1M +21% 11.2% 37.9% 67 64.18% 0.3
Kepos Capital
2572
Kepos Capital
New York
$565M +$19.2M +4% 1.5% 21.1% 399 34.84% 1.4
GA
2573
GRS Advisors
Illinois
$565M +$3.51M +0.6% 5.22% 54.3% 36 38.89% 0.9
Allen Capital Group
2574
Allen Capital Group
Nebraska
$565M -$20M -3% 2.45% 62.8% 182 12.09% 0.8
Southern Farm Bureau Life Insurance
2575
Southern Farm Bureau Life Insurance
Mississippi
$565M -$57M -9% 4.03% 52.3% 16 12.5% 1.8