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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)
Ascent Wealth Partners
2726
Ascent Wealth Partners
New York
$327M +$3.01M +0.9% 1.01% 105% 123 8.94% 3.8
PL Capital Advisors
2727
PL Capital Advisors
Florida
$327M -$13.2M -4% 0.99% 100% 37 0% 3.2
NTCM
2728
Nut Tree Capital Management
New York
$326M +$143M +78% 1.99% 101% 15 33.33% 0.4
M Holdings Securities
2729
M Holdings Securities
Oregon
$326M +$30.4M +10% 0.75% 83.9% 174 18.97% 2.9
Corsair Capital Management
2730
Corsair Capital Management
New York
$326M -$16.2M -5% 2.36% 435% 76 25% 1.9
DDD Partners
2731
DDD Partners
Washington
$326M +$12.7M +4% 2.27% 62.1% 52 19.23% 1.1
PGCM
2732
Prescott Group Capital Management
Oklahoma
$325M -$85.3M -21% 4.24% 148% 179 32.4% 2.3
Rinet Company
2733
Rinet Company
Massachusetts
$325M -$2.32M -0.7% 0.32% 33.1% 26 7.69% 2.9
Heck Capital Advisors
2734
Heck Capital Advisors
Wisconsin
$325M -$47.5M -13% 0.69% 67% 106 10.38% 2
Keystone Financial Group (Kentucky)
2735
Keystone Financial Group (Kentucky)
Kentucky
$325M +$17.7M +6% 1.66% 116% 235 5.53% 1.2
Opus Capital Group
2736
Opus Capital Group
Ohio
$325M -$8.81M -3% 1.53% 49.7% 183 28.42% 2.7
Steamboat Capital Partners
2737
Steamboat Capital Partners
New York
$324M -$56.9M -15% 0.02% 280% 37 24.32% 1.1
Omega Fund Management
2738
Omega Fund Management
Massachusetts
$324M -$68.1M -17% 14% 106% 15 6.67% 2
MidWestOne Financial Group
2739
MidWestOne Financial Group
Iowa
$324M -$40.4M -11% 4.17% 62.7% 265 21.13% 0.2
American National Bank & Trust
2740
American National Bank & Trust
Texas
$324M +$6.89M +2% 1.82% 102% 195 25.64% 2.7
Relaxing Retirement Coach
2741
Relaxing Retirement Coach
Massachusetts
$324M -$3.76M -1% 0.6% 28.6% 51 1.96% 1.6
Forte Capital
2742
Forte Capital
New York
$324M +$10M +3% 1.08% 98.3% 94 3.19% 3.5
Good Life Advisors
2743
Good Life Advisors
Pennsylvania
$323M -$24.4M -7% 1.23% 60% 274 9.49% 1.8
Allen Capital Group
2744
Allen Capital Group
Nebraska
$323M +$13.7M +4% 1.58% 56.9% 136 11.76% 1.3
High Falls Advisors
2745
High Falls Advisors
New York
$323M +$14.4M +5% 1.67% 56.9% 101 11.88% 2.5
Divergent Wealth Advisors
2746
Divergent Wealth Advisors
Utah
$323M +$8.66M +3% 0.3% 14.7% 42 2.38% 1.3
St Louis Trust
2747
St Louis Trust
Missouri
$323M +$6.18M +2% 0.46% 71.4% 78 5.13% 2.8
Eversept Partners
2748
Eversept Partners
New York
$322M -$34.8M -10% 5.72% 321% 76 43.42% 0.7
Atlas Venture Advisors
2749
Atlas Venture Advisors
Massachusetts
$322M +$80.7M +33% 41.2% 29.2% 7 14.29% 0.6
PP
2750
Parplus Partners
New York
$322M +$164M +103% 1.29% – 1 0% 0.8