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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)
First Command Bank
2751
First Command Bank
Texas
$583M $0 0% 8.29% 34.1% 452 0% 3
Corbin Capital Partners
2752
Corbin Capital Partners
New York
$582M +$67.4M +13% 4.02% 87.7% 149 54.36% 0.3
Quest Capital Management
2753
Quest Capital Management
Texas
$582M +$72.7M +14% 8.7% 87.7% 329 13.68% 1.7
Investidor Profissional Gestao de Recursos
2754
Investidor Profissional Gestao de Recursos
Brazil
$581M -$102M -15% 0.25% 51.8% 23 17.39% 1.9
Duncker Streett & Co
2755
Duncker Streett & Co
Missouri
$581M +$52.7M +10% 11.5% 102% 524 3.82% 4.4
Golden State Wealth Management
2756
Golden State Wealth Management
California
$581M +$121M +26% 8.88% – 377 22.81% 1
Tarbox Family Office
2757
Tarbox Family Office
California
$581M +$34.5M +6% 8.53% 66.4% 1,220 10.49% 4
G2 Investment Partners Management
2758
G2 Investment Partners Management
New York
$580M +$4.22M +0.7% 7.72% 1,145% 105 47.62% 0.9
Curi Wealth Management
2759
Curi Wealth Management
North Carolina
$579M +$362M +167% 8.41% 16.2% 623 85.87% 0.1
NAH
2760
Neumann Advisory (HK)
Hong Kong
$578M +$17.2M +3% 13.8% 77.3% 16 12.5% 1.7
Sanders Morris Harris
2761
Sanders Morris Harris
Texas
$578M +$28.6M +5% 3.5% 85.8% 363 22.31% 1.4
Dudley & Shanley
2762
Dudley & Shanley
Florida
$578M +$8.97M +2% 6.63% 67.9% 39 28.21% 2.5
CCM
2763
Contrarian Capital Management
Connecticut
$577M +$18.2M +3% 0.51% 29.4% 23 21.74% 1.4
Strategic Wealth Partners Group
2764
Strategic Wealth Partners Group
Illinois
$577M +$51.6M +10% 7.61% – 69 13.04% 2.6
Shepherd Financial Partners
2765
Shepherd Financial Partners
Massachusetts
$576M +$58M +11% 8.84% 88.4% 160 11.88% 2.6
Kathmere Capital Management
2766
Kathmere Capital Management
Pennsylvania
$576M +$24.6M +4% 5.22% 68.3% 153 16.34% 1.3
Hancock Whitney Investment Services
2767
Hancock Whitney Investment Services
Louisiana
$576M – – 7.2% – 296 – 0
PAM
2768
Premier Asset Management
Illinois
$576M -$146M -20% 13.9% 104% 168 25% 2.5
Oak Grove Capital
2769
Oak Grove Capital
New Hampshire
$575M +$112M +24% 18.4% 470% 123 19.51% 1.4
New England Private Wealth Advisors
2770
New England Private Wealth Advisors
Massachusetts
$575M +$38.8M +7% 6.04% 55.8% 108 12.04% 4
Dillon & Associates
2771
Dillon & Associates
Michigan
$574M +$51.8M +10% 11.9% 117% 79 10.13% 5.3
IAIM
2772
International Assets Investment Management
Florida
$573M +$10.8M +2% 9.39% 101% 601 27.29% 1.1
Oasis Management Company
2773
Oasis Management Company
Cayman Islands
$573M -$43.6M -7% 7.62% 368% 90 33.33% 0.5
Intrua Financial
2774
Intrua Financial
Texas
$572M +$29.5M +5% 8.1% 77.4% 392 9.69% 0.9
Pinkerton Retirement Specialists
2775
Pinkerton Retirement Specialists
Idaho
$572M +$54.8M +11% 7.81% 98% 100 14% 2.8