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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)
Tetrad Corporation
2901
Tetrad Corporation
Nebraska
$327M +$23.8M +8% 7.9% 45.6% 3 0% 6.5
RIM
2902
Regent Investment Management
Kentucky
$327M +$22M +7% 11.4% 44% 218 9.17% 4.2
ArchPoint Investors
2903
ArchPoint Investors
Florida
$327M +$31.5M +11% 10% 111% 142 9.86% 2.6
Sunflower Bank Wealth Management
2904
Sunflower Bank Wealth Management
Arizona
$327M +$14.1M +4% 6.94% 33.7% 138 10.87% 4
Marotta Asset Management
2905
Marotta Asset Management
Virginia
$327M – – 5.14% 51% 88 – 0
Plancorp LLC
2906
Plancorp LLC
Missouri
$326M +$64.3M +25% 7.72% 67.3% 193 13.99% 2.5
IBEX Wealth Advisors
2907
IBEX Wealth Advisors
New Jersey
$326M +$24.9M +8% 6.58% 221% 114 30.7% 1.2
Campbell & Co Investment Adviser
2908
Campbell & Co Investment Adviser
Maryland
$326M +$60.5M +23% 9.08% 31% 923 68.91% 0.2
Whetstone Capital Advisors
2909
Whetstone Capital Advisors
Kansas
$326M -$46.1M -12% 6.4% 282% 26 19.23% 1.7
Zevin Asset Management
2910
Zevin Asset Management
Massachusetts
$326M +$15.6M +5% 4.8% 71.7% 93 7.53% 3.8
JBJ Investment Partners
2911
JBJ Investment Partners
South Carolina
$326M +$28.8M +10% 4.03% 46.2% 54 7.41% 0.6
Verde Servicos Internacionais
2912
Verde Servicos Internacionais
Brazil
$326M +$11M +4% 3.84% 130% 50 68% 0.8
MA Private Wealth
2913
MA Private Wealth
California
$326M -$30M -8% 5.48% 57.5% 96 36.46% 0.8
Lucia Wealth Services
2914
Lucia Wealth Services
California
$326M +$25.4M +8% 6.93% 45.6% 190 15.79% 1.2
WC
2915
Whitnell & Co
Illinois
$326M +$26.6M +9% 6.8% 36.6% 275 4.73% 4.4
George Kaiser Family Foundation
2916
George Kaiser Family Foundation
Oklahoma
$325M +$43.8M +16% 12.1% 106% 26 11.54% 2.4
Geller Advisors
2917
Geller Advisors
New York
$325M +$49.2M +18% 8.01% 20.4% 78 37.18% 1.7
WIP
2918
Wellesley Investment Partners
Massachusetts
$325M +$20.8M +7% 4.92% 22.7% 127 19.69% 2.4
Great Lakes Retirement
2919
Great Lakes Retirement
Ohio
$325M – – 5.75% 118% 171 – 0
Ashmore Group
2920
Ashmore Group
United Kingdom
$325M +$87.4M +37% 17% 103% 20 20% 1.7
AMCA
2921
Arthur M. Cohen & Associates
Illinois
$325M -$29.8M -8% 9.58% 129% 134 13.43% 3
CIA
2922
Covington Investment Advisors
Pennsylvania
$324M +$29.3M +10% 7.24% 100% 94 3.19% 4.4
Rossmore Private Capital
2923
Rossmore Private Capital
Connecticut
$324M +$26.8M +9% 8.08% 87.1% 139 4.32% 1.6
WAM
2924
WT Asset Management
Hong Kong
$324M +$64M +25% 25.9% 2,732% 24 41.67% 0.5
Moloney Securities Asset Management
2925
Moloney Securities Asset Management
Missouri
$324M +$24.5M +8% 7.46% 86% 388 22.68% 1.8