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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)
Nextech Invest
2826
Nextech Invest
Switzerland
$537M +$207M +63% 31% 982% 17 52.94% 1.1
Portside Wealth Group
2827
Portside Wealth Group
Utah
$537M +$5.33M +1% 10.7% 90.1% 404 23.51% 0.4
Rhino Investment Partners
2828
Rhino Investment Partners
Pennsylvania
$537M +$170M +46% 29.4% 110% 30 43.33% 0.7
Bremer Bank National Association
2829
Bremer Bank National Association
Minnesota
$536M +$30.7M +6% 12.5% 37.4% 195 9.74% 3.5
Radnor Capital Management
2830
Radnor Capital Management
Pennsylvania
$536M +$33.6M +7% 8.9% 96.9% 329 12.16% 1.3
8KM
2831
8 Knots Management
Texas
$536M – – 10.2% – 16 – 0
Linden Thomas Advisory Services
2832
Linden Thomas Advisory Services
North Carolina
$536M +$86.7M +19% 14.2% 149% 420 9.52% 0.7
South Street Advisors
2833
South Street Advisors
New York
$535M +$37.5M +8% 11.5% 169% 76 14.47% 3.4
Glynn Capital Management
2834
Glynn Capital Management
California
$535M +$74.8M +16% 23% 252% 43 2.33% 6.1
Ironwood Investment Counsel
2835
Ironwood Investment Counsel
Arizona
$535M +$59.8M +13% 10.9% 64% 262 10.31% 4.2
HBW Advisory Services
2836
HBW Advisory Services
California
$535M +$55.6M +12% 9.66% 68.6% 336 22.32% 1.7
Jamison Private Wealth Management
2837
Jamison Private Wealth Management
Georgia
$534M +$50.4M +10% 12.3% 130% 409 6.11% 0.2
Polunin Capital Partners
2838
Polunin Capital Partners
United Kingdom
$534M +$89.5M +20% 37.4% 268% 30 13.33% 1.2
LVW Advisors
2839
LVW Advisors
New York
$534M +$49.2M +10% 9.67% 79.1% 268 21.27% 3.1
Mengis Capital Management
2840
Mengis Capital Management
Oregon
$534M +$52.4M +11% 10.5% 104% 172 5.23% 5.4
Fiducient Advisors
2841
Fiducient Advisors
Illinois
$533M -$1.24B -70% 9.06% 52.3% 123 20.33% 1.2
Parker Investment Management
2842
Parker Investment Management
California
$533M +$70.2M +15% 13.1% 208% 35 20% 3
Waycross Partners
2843
Waycross Partners
Kentucky
$533M +$80.7M +18% 13% 87.7% 110 40% 1.8
Hudson Way Capital Management
2844
Hudson Way Capital Management
Texas
$533M +$24.8M +5% 17.8% 51.3% 15 6.67% 2.4
Gabelli & Co Investment Advisers
2845
Gabelli & Co Investment Advisers
New York
$533M -$81.8M -13% 17.1% 248% 315 36.19% 1.3
Proffitt & Goodson
2846
Proffitt & Goodson
Tennessee
$533M +$45.5M +9% 9.02% 48.5% 238 9.66% 4.5
Capricorn Investment Group
2847
Capricorn Investment Group
California
$533M +$21.3M +4% 4.46% 95.9% 8 0% 1.8
Destiny Wealth Partners
2848
Destiny Wealth Partners
Florida
$532M +$36.9M +7% 8.7% 63.7% 174 16.09% 2.1
Graham Holdings Co Master Retirement Trust
2849
Graham Holdings Co Master Retirement Trust
Virginia
$532M +$6.19M +1% 1.22% 46% 2 0% 1.3
Live Oak Private Wealth
2850
Live Oak Private Wealth
North Carolina
$532M +$62.3M +13% 10.2% 65% 170 6.47% 2.8