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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)
Clark Asset Management
2901
Clark Asset Management
New Hampshire
$596M +$61M +11% 0.36% 51.8% 165 21.21% 1.1
Versant Capital Management
2902
Versant Capital Management
Arizona
$596M +$132M +28% 3.25% 97.3% 2,658 16.18% 4
Thurston Springer Miller Herd & Titak
2903
Thurston Springer Miller Herd & Titak
Indiana
$595M +$101M +20% 1.16% – 1,791 29.65% 0.5
CFO4Life Group
2904
CFO4Life Group
Texas
$594M +$24.9M +4% 2.58% 56.7% 243 18.93% 3.3
Horizon Wealth Management
2905
Horizon Wealth Management
Illinois
$593M +$18.4M +3% 2.32% 109% 114 19.3% 1.9
MTC
2906
Matrix Trust Company
Colorado
$593M +$17.4M +3% 0.74% 51.4% 301 31.89% 1
MG
2907
Magnolia Group
Nebraska
$590M +$6.96M +1% 2.7% 11.4% 11 27.27% 4.6
Meridian Wealth Advisors
2908
Meridian Wealth Advisors
Texas
$589M -$17.2M -3% 2.05% 79.9% 181 9.39% 4.6
Thrive Capital Management (New York)
2909
Thrive Capital Management (New York)
New York
$589M +$4.17M +0.7% 0.99% 205% 4 0% 2.6
MAK Capital One
2910
MAK Capital One
New York
$589M -$64.8M -10% 6.4% 200% 12 33.33% 2.9
Market Street Wealth Management Advisors
2911
Market Street Wealth Management Advisors
Indiana
$589M -$7.05M -1% 0.07% 44% 99 4.04% 3.3
Lineweaver Wealth Advisors
2912
Lineweaver Wealth Advisors
Ohio
$587M +$46.1M +9% 0.69% 68.4% 148 13.51% 2.6
12th Street Asset Management Company
2913
12th Street Asset Management Company
Tennessee
$587M -$19.8M -3% 0.17% 106% 32 12.5% 3.4
MI
2914
MMCAP International
Cayman Islands
$587M -$78.1M -12% 7.53% 184% 169 40.24% 1.2
Polymer Capital Management (HK)
2915
Polymer Capital Management (HK)
Hong Kong
$587M +$10M +2% 8.28% – 209 56.46% 0.5
Biltmore Family Office
2916
Biltmore Family Office
North Carolina
$587M -$8.79M -1% 3.08% 99% 280 9.64% 3.9
SJS Investment Consulting
2917
SJS Investment Consulting
Ohio
$586M +$7.27M +1% 2.09% 69.4% 1,696 11.14% 2.4
Crews Bank & Trust
2918
Crews Bank & Trust
Florida
$586M -$7.11M -1% 1.84% – 622 4.18% 0.2
Enclave Advisors
2919
Enclave Advisors
Texas
$586M -$21.8M -4% 2.15% – 123 8.94% 0.5
Geometric Wealth Advisors
2920
Geometric Wealth Advisors
District of Columbia
$585M +$35.4M +6% 0.22% 62.1% 73 9.59% 1.8
CRA Financial Services
2921
CRA Financial Services
New Jersey
$584M +$1.65M +0.3% 3.73% 91.9% 280 7.86% 3.4
Waterfront Capital Partners
2922
Waterfront Capital Partners
New York
$584M +$39.5M +7% 3.14% 88.3% 50 68% 0.4
CCM
2923
Cohen Capital Management
California
$584M -$15.5M -3% 0.29% 91.5% 155 5.81% 6.5
University of Texas/Texas AM Investment Management Co (UTIMCO)
2924
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$583M -$263M -31% 1.53% 94.2% 220 50.45% 1
Eagle Rock Investment Company
2925
Eagle Rock Investment Company
Georgia
$583M -$19M -3% 0.07% 121% 166 12.65% 2.2