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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)
Cypress Capital Group
2601
Cypress Capital Group
Florida
$836M +$32.8M +4% 9.2% 97.8% 233 7.3% 6.6
Per Stirling Capital Management
2602
Per Stirling Capital Management
Texas
$836M +$70.2M +9% 6.03% 63.1% 303 16.83% 1.7
Condire Management
2603
Condire Management
Texas
$835M +$141M +20% 47.8% 187% 28 32.14% 1.7
Greatmark Investment Partners
2604
Greatmark Investment Partners
Georgia
$834M +$37.5M +5% 5.64% 72.5% 151 5.3% 6.1
Revolve Wealth Partners
2605
Revolve Wealth Partners
New Jersey
$834M +$64M +8% 6.55% 67.4% 248 14.52% 2.1
IAG Wealth Partners
2606
IAG Wealth Partners
Wisconsin
$833M +$76.8M +10% 5.84% 47.3% 538 12.64% 3.3
PCM
2607
Prime Capital Management
Hong Kong
$832M +$627M +305% 23% 579% 6 50% 0.4
RTD Financial Advisors
2608
RTD Financial Advisors
Pennsylvania
$832M +$50.5M +6% 6.04% 51.5% 109 2.75% 3.1
Morgan Stanley Institutional Investment Advisors
2609
Morgan Stanley Institutional Investment Advisors
Colorado
$832M +$23.5M +3% 5.34% – 3 0% 0.8
Goehring & Rozencwajg Associates
2610
Goehring & Rozencwajg Associates
New York
$831M +$177M +27% 26.8% 148% 42 2.38% 2.5
Passaic Partners
2611
Passaic Partners
New Jersey
$831M +$3.8M +0.5% 6.76% 53.2% 11 9.09% 2.1
De Burlo Group
2612
De Burlo Group
Massachusetts
$830M +$70.8M +9% 5.94% 147% 84 11.9% 3.8
Catalyst Financial Partners
2613
Catalyst Financial Partners
Massachusetts
$829M -$87M -9% 9.91% 98.6% 327 11.01% 1.8
VH
2614
V3 Holding
New York
$829M +$363M +78% 163% – 1 0% 0.8
Euro Pacific Asset Management
2615
Euro Pacific Asset Management
Puerto Rico
$829M +$209M +34% 33.7% 172% 91 9.89% 3.2
Patton Albertson Miller Group
2616
Patton Albertson Miller Group
Tennessee
$828M +$68.6M +9% 10.2% 117% 225 13.33% 5.7
QVR
2617
QVR
California
$827M -$152M -16% 24.1% – 151 74.83% 0.1
Viking Fund Management
2618
Viking Fund Management
North Dakota
$827M +$99.4M +14% 8.23% 105% 155 16.77% 4.2
Community Bank
2619
Community Bank
New York
$827M +$66.4M +9% 8.76% 73.5% 510 26.86% 5.5
Central Pacific Bank - Trust Division
2620
Central Pacific Bank - Trust Division
Hawaii
$827M +$42.1M +5% 8.08% – 863 6.72% 1.2
Curated Wealth Partners
2621
Curated Wealth Partners
California
$827M -$26.1M -3% 2.06% 39.9% 172 16.28% 0.9
LaFleur & Godfrey
2622
LaFleur & Godfrey
Michigan
$825M +$23.9M +3% 8.1% 98.2% 149 6.71% 4.8
MidWestOne Financial Group
2623
MidWestOne Financial Group
Iowa
$823M +$53.3M +7% 7.19% 62.7% 310 7.1% 3.5
Goldstein Advisors
2624
Goldstein Advisors
Wisconsin
$823M +$78.5M +11% 7.49% 62.6% 213 14.55% 1.8
Greenline Partners
2625
Greenline Partners
New York
$823M +$80.8M +11% 8.75% 69.6% 151 9.93% 3.6