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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)
Marquette Asset Management
2801
Marquette Asset Management
Minnesota
$631M +$42.3M +7% 5.84% 69.6% 257 35.41% 2.7
Howard Hughes Medical Institute
2802
Howard Hughes Medical Institute
Maryland
$630M +$164M +35% 5.46% 70.9% 2 50% 0.4
Parker Investment Management
2803
Parker Investment Management
California
$630M -$23.7M -4% 1.37% 208% 32 6.25% 3.7
PFMOSF
2804
Philadelphia Financial Management of San Francisco
California
$630M +$59.6M +10% 17.4% 209% 64 62.5% 0.3
Deer Management Company
2805
Deer Management Company
New York
$630M +$144M +30% 60.6% 154% 12 8.33% 2.5
Hanson & Doremus Investment Management
2806
Hanson & Doremus Investment Management
Vermont
$630M +$32.5M +5% 5.87% 86.3% 462 10.39% 6.6
Brio Consultants
2807
Brio Consultants
California
$629M +$22M +4% 5.44% 42.7% 107 11.21% 2.7
Sphera Funds Management
2808
Sphera Funds Management
Israel
$628M -$105M -14% 2.81% 245% 141 34.75% 1
Bison Wealth
2809
Bison Wealth
Georgia
$628M +$13.2M +2% 7.41% 37.4% 496 30.44% 2.9
Exchange Capital Management
2810
Exchange Capital Management
Michigan
$628M +$14.1M +2% 5.99% 57.8% 199 5.53% 5.4
LWANC
2811
Laurel Wealth Advisors (North Carolina)
North Carolina
$628M +$51.1M +9% 6% 71.1% 755 21.19% 3.5
First National Advisers
2812
First National Advisers
Nebraska
$627M +$80M +15% 5.95% 87.9% 221 8.6% 1.3
MA
2813
Madrone Advisors
California
$626M +$56.7M +10% 21.2% 10.4% 7 28.57% 1.5
JMAC Enterprises
2814
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 6.04% 65% 181 4.97% 2.1
Canal Capital Management
2815
Canal Capital Management
Virginia
$626M +$40.4M +7% 8.07% 67.8% 159 10.06% 4
Formidable Asset Management
2816
Formidable Asset Management
Ohio
$626M +$7.58M +1% 7.4% 52.2% 420 18.33% 2.5
Legacy Edge Advisors
2817
Legacy Edge Advisors
New York
$626M +$83.3M +15% 5.48% – 189 10.58% 0.6
Alpine Bank Wealth Management
2818
Alpine Bank Wealth Management
Colorado
$626M – – 4.53% – 427 – 0
Aprio Wealth Management
2819
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 6.88% 66.1% 300 16.33% 1.4
Root Financial Partners
2820
Root Financial Partners
California
$625M +$198M +46% 6.18% 62.5% 157 31.21% 0.7
OP
2821
ORG Partners
Indiana
$625M -$179M -22% 6.53% 69.5% 1,934 45.19% 0.5
Disciplina Capital Management
2822
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 5.63% 30% 72 22.22% 2.7
Lake Street Private Wealth
2823
Lake Street Private Wealth
Illinois
$624M -$148M -19% 5.61% 105% 330 24.24% 3.1
North Point Portfolio Managers
2824
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 6.33% 72.8% 94 34.04% 3.4
Evermay Wealth Management
2825
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 6.57% 56.2% 640 13.13% 3.3