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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)
NRA
2651
NSI Retail Advisors
Pennsylvania
$622M +$42.1M +7% 7.52% 26.2% 50 4% 0.5
Gilbert & Cook
2652
Gilbert & Cook
Iowa
$621M +$62.6M +11% 7.51% 63.2% 225 16% 2.2
Minot Capital
2653
Minot Capital
Colorado
$621M +$35.6M +6% 4.3% 19.6% 18 5.56% 1.5
Bell Asset Management
2654
Bell Asset Management
Australia
$620M +$33.9M +6% 12.8% 45.3% 59 6.78% 2.8
IMOV
2655
Investment Management of Virginia
Virginia
$620M +$100M +19% 10.4% 93.4% 182 13.74% 4.4
No Street GP LP
2656
No Street GP LP
California
$620M +$6.84M +1% 8.48% 246% 38 28.95% 0.9
Capital Advisors Ltd
2657
Capital Advisors Ltd
Ohio
$620M +$59.5M +11% 8.11% 61.1% 988 49.6% 2.4
Land & Buildings Investment Management
2658
Land & Buildings Investment Management
Connecticut
$619M +$24M +4% 14.6% 53.9% 22 40.91% 1
Patton Albertson Miller Group
2659
Patton Albertson Miller Group
Tennessee
$618M +$94.9M +18% 10.4% 117% 253 7.11% 3.3
Johnson Financial Group LLC (Colorado)
2660
Johnson Financial Group LLC (Colorado)
Colorado
$617M +$103M +20% 5.66% 66.9% 88 32.95% 1.3
Toews Corporation
2661
Toews Corporation
New Jersey
$617M -$164M -21% 0.56% 22% 123 84.55% 1.4
Herald Investment Management
2662
Herald Investment Management
United Kingdom
$616M +$8.08M +1% 6.83% 493% 105 5.71% 4.1
Charles Schwab Trust
2663
Charles Schwab Trust
Nevada
$616M +$107M +21% 5.07% 52.7% 186 15.59% 1.6
Sunbelt Securities
2664
Sunbelt Securities
Texas
$616M +$59.3M +11% 9.73% 83.5% 528 28.41% 2.1
Longfellow Investment Management
2665
Longfellow Investment Management
Massachusetts
$615M +$2.93M +0.5% 0.46% 45.9% 452 17.92% 0.9
AH
2666
Aviva Holdings
Bahamas
$615M -$94.2M -13% 14.5% 36.5% 5 0% 2.3
Crescent Park Management
2667
Crescent Park Management
California
$614M -$66.1M -10% 4.1% 87% 43 18.6% 1.2
Wildcat Capital Management
2668
Wildcat Capital Management
New York
$614M -$158M -20% 13.9% 77.7% 32 46.88% 1.3
Deltec Asset Management
2669
Deltec Asset Management
New York
$614M -$48.7M -7% 2.72% 127% 325 37.23% 1.9
Institute for Wealth Management
2670
Institute for Wealth Management
Colorado
$614M +$44M +8% 9.99% 149% 517 11.22% 2.3
Wolf Group Capital Advisors
2671
Wolf Group Capital Advisors
Virginia
$612M +$428M +233% 6.71% 28.2% 150 34% 1.7
PWMAG
2672
Pinnacle Wealth Management Advisory Group
New Jersey
$611M +$184M +43% 8.21% 90.7% 277 24.19% 2.8
Plante Moran Financial Advisors
2673
Plante Moran Financial Advisors
Michigan
$611M +$161M +36% 9.89% 69.2% 1,143 29.4% 3.2
CCM
2674
Cohen Capital Management
California
$611M +$36M +6% 9.67% 91.5% 154 5.19% 5.3
HCM
2675
Harspring Capital Management
New York
$611M -$39.1M -6% 3.88% 70.6% 40 22.5% 1.1