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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)
Fort Baker Capital Management
2901
Fort Baker Capital Management
California
$621M +$13.9M +2% 1.36% 46.3% 93 54.84% 0.4
III Capital Management
2902
III Capital Management
Florida
$621M -$740M -54% 0.72% 28.7% 76 59.21% 0.9
Dimension Capital Management
2903
Dimension Capital Management
Florida
$620M +$82.1M +15% 0.36% 65.5% 113 15.04% 3.5
M Holdings Securities
2904
M Holdings Securities
Oregon
$620M +$223M +56% 2.35% 94.1% 140 40% 1.9
Arkansas Financial Group
2905
Arkansas Financial Group
Arkansas
$619M +$8.65M +1% 0.54% 41.4% 79 6.33% 4.5
VC
2906
Vision Capital
Ontario, Canada
$619M -$913K -0.1% 4.98% 19.8% 27 55.56% 0.4
Towercrest Capital Management
2907
Towercrest Capital Management
Pennsylvania
$619M -$1.78M -0.3% 1.46% 42.6% 108 11.11% 5
First National Advisers
2908
First National Advisers
Nebraska
$618M -$8.64M -1% 0.89% 87.9% 225 26.67% 1.7
Bank Hapoalim BM
2909
Bank Hapoalim BM
Israel
$618M -$41.6M -6% 1.25% 76.6% 133 9.02% 4.6
Legacy Financial Group (Iowa)
2910
Legacy Financial Group (Iowa)
Iowa
$618M +$97.7M +19% 0.72% 44.3% 112 50.89% 0.8
Canal Capital Management
2911
Canal Capital Management
Virginia
$618M -$8.46M -1% 0.6% 67.8% 183 21.86% 3.8
Makena Capital Management
2912
Makena Capital Management
California
$616M +$200M +48% 1.33% 78.7% 46 26.09% 1.1
Nextech Invest
2913
Nextech Invest
Switzerland
$616M -$95.9M -13% 15.3% 982% 15 0% 1.7
Wealth Management Nebraska
2914
Wealth Management Nebraska
Nebraska
$615M – – 2.17% – 71 – 0
BC
2915
Belmont Capital
California
$615M +$12.9M +2% 10.1% 182% 173 33.53% 2.4
Strategic Point Investment Advisors
2916
Strategic Point Investment Advisors
Rhode Island
$614M +$7.34M +1% 0.16% 58.2% 36 11.11% 4.2
RBO & Co
2917
RBO & Co
California
$613M -$20.9M -3% 2.14% 27.9% 53 1.89% 7.5
Marquette Asset Management
2918
Marquette Asset Management
Minnesota
$613M -$18M -3% 0.2% 69.6% 237 22.78% 3.2
Destiny Wealth Partners
2919
Destiny Wealth Partners
Florida
$612M +$41.9M +7% 4.64% 63.7% 177 14.12% 2.5
Academy Capital Management
2920
Academy Capital Management
Texas
$612M +$34.5M +6% 4.33% 71.2% 41 21.95% 3.3
Sargent Investment Group
2921
Sargent Investment Group
Maryland
$611M +$54.9M +10% 10.9% 113% 255 22.35% 3
Herald Investment Management
2922
Herald Investment Management
United Kingdom
$611M +$30.5M +5% 12.2% 493% 98 8.16% 5.3
Concord Wealth Partners
2923
Concord Wealth Partners
Virginia
$611M +$11.2M +2% 0% 71.1% 992 10.69% 1.8
Formidable Asset Management
2924
Formidable Asset Management
Ohio
$609M -$17.1M -3% 0.07% 62.2% 400 14.75% 2.6
Mivtachim The Workers Social Insurance Fund
2925
Mivtachim The Workers Social Insurance Fund
Israel
$609M -$121M -17% 0.09% 165% 41 31.71% 2.6