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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)
Legacy Financial Group (Iowa)
2726
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 1.42% 44.3% 124 10.48% 1.6
Anchorage Capital Advisors
2727
Anchorage Capital Advisors
New York
$807M +$690M +591% 2.47% – 6 33.33% 0.8
PPI
2728
Platinum Paramount Investment
$807M – – 8.58% – 2 – 0
Johnson Bixby & Associates
2729
Johnson Bixby & Associates
Washington
$807M +$26.6M +3% 1.65% 48.7% 130 12.31% 3
Fiducient Advisors
2730
Fiducient Advisors
Illinois
$807M -$48.9M -6% 1.61% 52.3% 191 28.8% 1.9
McGowan Group Asset Management
2731
McGowan Group Asset Management
Texas
$806M -$465K -0.1% 1.38% 69.8% 132 13.64% 4
Twin Capital Management
2732
Twin Capital Management
Pennsylvania
$806M +$11.6M +1% 4.05% 132% 278 16.19% 4.4
WFM Asia
2733
WFM Asia
British Virgin Islands
$805M -$96.4M -11% 15.7% 89.9% 9 44.44% 2.6
Beau Ventures
2734
Beau Ventures
New York
$804M – – 15% – 22 – 0
IBOK
2735
Independence Bank of Kentucky
Kentucky
$804M +$25.9M +3% 3.35% 94.3% 756 21.83% 3.7
Strid Group
2736
Strid Group
Pennsylvania
$803M +$16.5M +2% 2.39% 55.2% 82 15.85% 2.9
Sirios Capital Management
2737
Sirios Capital Management
Massachusetts
$803M +$35.1M +5% 6.88% 177% 78 17.95% 1.7
New England Private Wealth Advisors
2738
New England Private Wealth Advisors
Massachusetts
$803M +$44.3M +6% 1.46% 55.8% 192 14.06% 4.2
UAG
2739
United Advisor Group
Ohio
$802M +$59M +8% 1.73% – 513 17.54% 1.1
IDG China Capital Fund III Associates
2740
IDG China Capital Fund III Associates
China
$801M -$774M -49% 39.6% – 3 33.33% 0.8
Global Endowment Management
2741
Global Endowment Management
North Carolina
$801M +$2.51M +0.3% 1.69% 46.1% 142 12.68% 2.6
Flaharty Asset Management
2742
Flaharty Asset Management
Florida
$801M +$13.7M +2% 0.53% 37.8% 147 15.65% 3.2
Sawgrass Asset Management
2743
Sawgrass Asset Management
Florida
$800M -$9.7M -1% 3.55% 96.6% 200 17% 2.5
MJP Associates
2744
MJP Associates
Connecticut
$799M +$40M +5% 2.03% 60.9% 267 13.48% 2.1
AO
2745
Allen Operations
New York
$799M -$38.4M -5% 1.23% 218% 38 10.53% 5.1
GSK plc
2746
GSK plc
$799M – – 55.7% – 15 – 0
Evelyn Partners Investment Management Services
2747
Evelyn Partners Investment Management Services
$798M +$53.4M +7% 4.39% – 279 10.39% 0.9
Running Oak Capital
2748
Running Oak Capital
Minnesota
$798M -$93.5M -10% 1.71% 32.7% 56 1.79% 3.5
Thompson Investment Management
2749
Thompson Investment Management
Wisconsin
$798M +$48M +6% 8.85% 100% 543 8.66% 3.7
Newbrook Capital Advisors
2750
Newbrook Capital Advisors
New York
$797M -$20.1M -2% 4.56% 299% 27 51.85% 1.1