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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)
Vision Capital Management
2551
Vision Capital Management
Oregon
$641M +$98M +18% 12.5% 78.4% 116 36.21% 3.9
Cornerstone Advisory
2552
Cornerstone Advisory
Maryland
$641M +$69.7M +12% 8.73% 53.5% 230 11.3% 4.3
Primavera Capital Management
2553
Primavera Capital Management
Cayman Islands
$641M -$168M -21% 19.8% 1.21% 4 0% 4.6
Mechanics Bank - Trust Department
2554
Mechanics Bank - Trust Department
California
$641M +$42.1M +7% 9.65% 76.8% 185 11.35% 6.2
Gladius Capital Management
2555
Gladius Capital Management
Illinois
$641M -$1.76B -73% 11.6% 78% 439 42.6% 0.9
Winthrop Advisory Group
2556
Winthrop Advisory Group
Massachusetts
$640M +$31M +5% 10.8% 78.3% 145 16.55% 3.3
Pale Fire Capital SE
2557
Pale Fire Capital SE
Czech Republic
$640M -$355M -36% 2.42% 223% 93 40.86% 0.3
Dock Street Asset Management
2558
Dock Street Asset Management
Florida
$640M +$69.2M +12% 13% 175% 44 6.82% 5.2
Baldwin Investment Management
2559
Baldwin Investment Management
Pennsylvania
$640M +$41.7M +7% 7.5% 74.8% 207 9.18% 4.8
Arbor Investment Advisors
2560
Arbor Investment Advisors
North Carolina
$639M +$66.9M +12% 8.22% 48.5% 109 12.84% 4.5
Stewart & Patten Company
2561
Stewart & Patten Company
California
$639M +$63.7M +11% 10.4% 27.5% 96 10.42% 6.5
Sunriver Management
2562
Sunriver Management
Connecticut
$638M +$109M +21% 14.3% 9.27% 24 29.17% 1.2
Greatmark Investment Partners
2563
Greatmark Investment Partners
Georgia
$638M +$72.6M +13% 13.5% 72.5% 133 8.27% 5.8
American National Bank & Trust
2564
American National Bank & Trust
Texas
$637M +$49.1M +8% 11.2% 102% 708 38.42% 2.5
Pinnacle Wealth Planning Services
2565
Pinnacle Wealth Planning Services
Ohio
$637M +$29.9M +5% 9.01% 84.5% 523 21.61% 2.5
Riposte Capital
2566
Riposte Capital
New York
$636M -$234M -27% 0.81% 370% 23 43.48% 0.6
Sahana Capital Management
2567
Sahana Capital Management
Connecticut
$636M +$37.7M +6% 9.95% 0.48% 9 22.22% 1.8
Diversified Portfolios Inc
2568
Diversified Portfolios Inc
Michigan
$636M +$105M +20% 8.19% 38.2% 127 11.81% 3.3
Lake Street Private Wealth
2569
Lake Street Private Wealth
Illinois
$635M +$79M +14% 10.8% 105% 322 17.7% 2.4
Kahn Brothers Group
2570
Kahn Brothers Group
New York
$635M -$6.18M -1% 4.49% 53.4% 44 4.55% 6.4
Financial Planning & Information Services
2571
Financial Planning & Information Services
Wisconsin
$634M +$97M +18% 9.01% 13% 86 4.65% 5
Rodgers Brothers
2572
Rodgers Brothers
Pennsylvania
$634M +$47.8M +8% 10.1% 108% 231 6.93% 5.6
Allen Capital Group
2573
Allen Capital Group
Nebraska
$633M +$68.5M +12% 9.14% 62.8% 187 15.51% 1
HCR Wealth Advisors
2574
HCR Wealth Advisors
California
$633M +$177M +39% 11.4% 107% 217 27.19% 3.4
Flaharty Asset Management
2575
Flaharty Asset Management
Florida
$633M +$35.5M +6% 6.76% 33.4% 477 76.31% 3