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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)
Southern Farm Bureau Life Insurance
2601
Southern Farm Bureau Life Insurance
Mississippi
$782M +$101M +15% 7.77% 52.3% 16 0% 3
Archford Capital Strategies
2602
Archford Capital Strategies
Illinois
$782M +$99.3M +15% 10.9% 87.4% 327 13.46% 4
RTD Financial Advisors
2603
RTD Financial Advisors
Pennsylvania
$782M +$37.6M +5% 7.51% 51.5% 122 15.57% 2.8
Bordeaux Wealth Advisors
2604
Bordeaux Wealth Advisors
California
$781M +$241M +45% 25.9% 141% 175 19.43% 2.1
Arbor Investment Advisors
2605
Arbor Investment Advisors
North Carolina
$780M +$44.3M +6% 6.38% 44.3% 118 8.47% 4.8
Emerald Advisors
2606
Emerald Advisors
Washington
$780M +$27.6M +4% 5.63% 71.8% 106 16.04% 3.1
Boussard & Gavaudan Investment Management
2607
Boussard & Gavaudan Investment Management
United Kingdom
$779M +$142M +22% 0.5% 25.8% 83 56.63% 0.4
Atlas Private Wealth Advisors
2608
Atlas Private Wealth Advisors
New Jersey
$777M +$59.7M +8% 7.12% 57.8% 201 12.44% 2.1
LM Advisors
2609
LM Advisors
California
$777M +$222M +40% 13.6% – 230 26.52% 1.2
Taikang Asset Management (HK)
2610
Taikang Asset Management (HK)
Hong Kong
$777M +$42.7M +6% 10.4% 172% 111 18.02% 2.8
Thurston Springer Miller Herd & Titak
2611
Thurston Springer Miller Herd & Titak
Indiana
$775M +$180M +30% 11.9% – 1,887 21.73% 0.7
OLP Capital Management
2612
OLP Capital Management
Hong Kong
$773M +$3.01M +0.4% 2.56% 146% 4 0% 1.6
Claret Asset Management
2613
Claret Asset Management
Quebec, Canada
$772M +$79.2M +11% 9.7% 73.3% 450 55.33% 1.4
Fairmount Funds Management
2614
Fairmount Funds Management
Pennsylvania
$772M +$127M +20% 4.27% 2,136% 18 22.22% 2.1
First Light Asset Management
2615
First Light Asset Management
Minnesota
$771M -$104M -12% 0.86% 364% 45 33.33% 2.2
MidWestOne Financial Group
2616
MidWestOne Financial Group
Iowa
$770M +$66M +9% 6.49% 62.7% 312 15.38% 3.3
VS
2617
VK Services
California
$770M +$382M +99% 99.2% 1,605% 2 0% 3.8
Lansdowne Partners (UK)
2618
Lansdowne Partners (UK)
United Kingdom
$770M +$63.9M +9% 16.8% 293% 23 21.74% 2.2
Managed Asset Portfolios
2619
Managed Asset Portfolios
Michigan
$770M +$47.9M +7% 11% 99.2% 53 15.09% 4
Revolve Wealth Partners
2620
Revolve Wealth Partners
New Jersey
$770M +$78.1M +11% 8.74% 67.4% 246 15.85% 2
Great Waters Wealth Management
2621
Great Waters Wealth Management
Minnesota
$769M +$48.1M +7% 6.89% 49% 111 8.11% 1.9
CM
2622
Conifer Management
New York
$768M +$109M +16% 19.2% 22.7% 6 16.67% 3.3
Hill Investment Group Partners
2623
Hill Investment Group Partners
Missouri
$768M +$39.7M +5% 7.2% 50.6% 52 5.77% 2.6
PS
2624
Portfolio Strategies
New York
$768M +$122M +19% 19.7% 120% 54 16.67% 3.3
Marietta Wealth Management
2625
Marietta Wealth Management
Georgia
$767M +$85.6M +13% 10.5% 93% 116 7.76% 4.5