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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)
George Kaiser Family Foundation
2751
George Kaiser Family Foundation
Oklahoma
$654M +$88.4M +16% 15.7% 106% 19 15.79% 3.1
Pilgrim Global Advisors
2752
Pilgrim Global Advisors
Nevada
$653M +$145M +28% 29.5% – 7 42.86% 0.5
Slow Capital
2753
Slow Capital
California
$653M +$35M +6% 6.74% 156% 130 13.85% 4.7
Maltese Capital Management
2754
Maltese Capital Management
New York
$652M +$111M +20% 14.6% 114% 112 25.89% 2.8
One Wealth Advisors
2755
One Wealth Advisors
California
$652M +$185M +40% 5.72% 66% 274 18.25% 1.5
NM
2756
Newtyn Management
New York
$651M +$119M +22% 13.9% 52% 44 18.18% 1.8
Biglari Capital Corp
2757
Biglari Capital Corp
Texas
$651M -$5.56M -0.8% 1.34% 72.7% 13 7.69% 4.8
Adventist Health System West
2758
Adventist Health System West
California
$650M +$34.4M +6% 5.8% 60.2% 7 0% 2.2
Ophir Asset Management
2759
Ophir Asset Management
Australia
$650M +$85.6M +15% 14.6% 282% 41 43.9% 0.6
McMorgan & Co
2760
McMorgan & Co
California
$649M +$19M +3% 3.73% 30.1% 59 6.78% 2.1
Colonial Trust
2761
Colonial Trust
South Carolina
$648M +$80.6M +14% 6.71% 75.5% 1,150 18.61% 1.3
Iron Gate Global Advisors
2762
Iron Gate Global Advisors
Utah
$647M +$40.7M +7% 6.3% 106% 106 21.7% 3.5
Foundation Resource Management
2763
Foundation Resource Management
Arkansas
$647M +$21M +3% 5.32% 84.5% 54 7.41% 7.5
Zevin Asset Management
2764
Zevin Asset Management
Massachusetts
$647M +$29M +5% 6.05% 71.7% 82 3.66% 5.3
Hunter Associates Investment Management
2765
Hunter Associates Investment Management
Pennsylvania
$646M +$50.9M +9% 7.29% 81.7% 264 7.2% 4.4
BlueSky Wealth Advisors
2766
BlueSky Wealth Advisors
North Carolina
$644M +$49.6M +8% 5.83% 45.9% 77 3.9% 2.4
Stockman Wealth Management
2767
Stockman Wealth Management
Montana
$643M +$72.9M +13% 6.66% 77.5% 185 6.49% 5
USA Financial Formulas
2768
USA Financial Formulas
Michigan
$643M +$26.4M +4% 5.62% 104% 377 53.32% 1.2
Meridian Wealth Partners
2769
Meridian Wealth Partners
Pennsylvania
$643M +$76.6M +14% 5.58% 54.2% 116 14.66% 2.9
Octagon Capital Advisors
2770
Octagon Capital Advisors
New York
$643M +$6.63M +1% 13.8% 2,969% 52 30.77% 0.9
Cardinal Capital Management Inc (North Carolina)
2771
Cardinal Capital Management Inc (North Carolina)
North Carolina
$643M +$49M +8% 7.91% 86.4% 136 5.88% 8
New England Asset Management
2772
New England Asset Management
Connecticut
$642M +$40.2M +7% 8.5% 55.6% 121 4.13% 5.3
Blue Edge Capital
2773
Blue Edge Capital
Virginia
$642M +$37.7M +6% 5.87% 67.4% 118 12.71% 5.4
KWMG
2774
King Wealth Management Group
Florida
$642M +$41.9M +7% 5.77% 86% 157 12.1% 5.5
Total Wealth Planning
2775
Total Wealth Planning
Ohio
$641M +$31.3M +5% 6.48% 37.2% 92 5.43% 3.1