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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)
FORM Wealth Advisors
2626
FORM Wealth Advisors
Wisconsin
$854M -$613K -0.1% 1.36% – 61 8.2% 0.9
Absher Wealth Management
2627
Absher Wealth Management
North Carolina
$853M +$9.9M +1% 0.59% 65.3% 78 16.67% 4.1
Absolute Investment Advisers
2628
Absolute Investment Advisers
Florida
$852M -$25M -3% 0.56% 0.5% 147 34.69% 1
United Services Automobile Association
2629
United Services Automobile Association
Texas
$851M -$729M -46% 0.9% 31.8% 20 30% 9.6
Evelyn Partners Investment Management Services
2630
Evelyn Partners Investment Management Services
$850M +$51.7M +6% 3.77% – 290 12.76% 1.1
RIA
2631
RPG Investment Advisory
California
$850M -$31.2M -4% 0.42% 186% 98 13.27% 4.4
Embree Financial Group
2632
Embree Financial Group
Illinois
$849M +$33.5M +4% 2.68% 87.6% 286 19.93% 1.5
Parsifal Capital Management
2633
Parsifal Capital Management
Connecticut
$849M -$370M -30% 0.67% 154% 24 50% 1.1
Board of Trustees of The Leland Stanford Junior University
2634
Board of Trustees of The Leland Stanford Junior University
California
$849M +$353M +71% 2.67% 142% 28 42.86% 2.9
Legacy Advisors
2635
Legacy Advisors
Pennsylvania
$848M -$82.8M -9% 1.89% – 307 15.31% 3.5
Hohimer Wealth Management
2636
Hohimer Wealth Management
Washington
$847M +$104M +14% 0.03% 111% 434 38.71% 1.7
Catalyst Financial Partners
2637
Catalyst Financial Partners
Massachusetts
$847M -$49.8M -6% 0.76% 110% 393 23.41% 1.9
Eubel Brady & Suttman Asset Management
2638
Eubel Brady & Suttman Asset Management
Ohio
$845M -$44.9M -5% 3.64% 49% 116 7.76% 3.9
AP
2639
Archon Partners
New Jersey
$845M -$112M -12% 6.63% 99.5% 48 31.25% 5.1
Fractal Investments
2640
Fractal Investments
Connecticut
$845M +$129M +18% 18.1% 74.2% 89 19.1% 2.2
VR Advisory Services
2641
VR Advisory Services
Cayman Islands
$845M +$213M +34% 10.1% 89.7% 44 25% 2.6
Occidental Asset Management
2642
Occidental Asset Management
California
$844M +$11.9M +1% 0.97% 97.4% 329 24.01% 3.7
Hel Ved Capital Management
2643
Hel Ved Capital Management
Hong Kong
$844M +$472M +127% 34.9% 1,351% 81 66.67% 0.3
State of Wyoming
2644
State of Wyoming
Wyoming
$844M -$69.3M -8% 1% 135% 2,094 29.7% 1.6
Baker Ellis Asset Management
2645
Baker Ellis Asset Management
Washington
$842M +$11.5M +1% 3.79% 91.9% 273 11.72% 5.5
Patton Albertson Miller Group
2646
Patton Albertson Miller Group
Tennessee
$842M -$7.96M -0.9% 0.12% 117% 221 7.24% 5.8
BI
2647
BBFIT Investments
$842M -$161M -16% 15.3% – 9 22.22% 0.3
Marietta Wealth Management
2648
Marietta Wealth Management
Georgia
$841M -$23.1M -3% 0.48% 93% 132 8.33% 4.6
Walmart Inc
2649
Walmart Inc
Arkansas
$840M -$134M -14% 12.3% – 3 0% 1
Community Bank
2650
Community Bank
New York
$840M -$6.02M -0.7% 1.36% 86.3% 527 12.33% 5.7