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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)
Greenland Capital Management
2926
Greenland Capital Management
New York
$812M +$25M +3% 15.5% 210% 392 54.08% 0.5
Kavar Capital Partners Group
2927
Kavar Capital Partners Group
Kansas
$812M +$13.1M +2% 14.6% 77.2% 231 19.48% 5
Sloy Dahl & Holst
2928
Sloy Dahl & Holst
Washington
$811M +$82.1M +11% 9.85% 132% 124 11.29% 3
Affinity Capital Advisors
2929
Affinity Capital Advisors
California
$810M +$96.4M +14% 15.5% 72.7% 215 21.4% 3.2
Abacus Planning Group
2930
Abacus Planning Group
South Carolina
$809M +$66.1M +9% 11.1% 59.1% 283 15.19% 4.2
PL
2931
Polianta Ltd
Jersey
$809M +$55.3M +7% 6.4% 31.6% 114 47.37% 0.5
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2932
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$809M +$303M +60% 17.6% 80.8% 81 40.74% 2.7
Capital Investment Counsel (Colorado)
2933
Capital Investment Counsel (Colorado)
Colorado
$808M +$78.6M +11% 11.8% 68.7% 168 19.64% 1.5
Eagle Rock Investment Company
2934
Eagle Rock Investment Company
Georgia
$808M +$120M +17% 26.3% 121% 165 9.7% 3
Newbridge Financial Services Group
2935
Newbridge Financial Services Group
Florida
$808M +$200M +33% 39% 189% 1,294 13.99% 2.1
Mechanics Bank - Trust Department
2936
Mechanics Bank - Trust Department
California
$808M +$86M +12% 12.4% 76.8% 218 11.93% 6.7
ARQ Wealth Advisors
2937
ARQ Wealth Advisors
Arizona
$807M +$252M +45% 9.63% 59.3% 231 26.84% 1.5
Klaas Financial Asset Advisors
2938
Klaas Financial Asset Advisors
Illinois
$803M +$78.4M +11% 8.17% 39.5% 59 0% 3
White Lighthouse Investment Management
2939
White Lighthouse Investment Management
Massachusetts
$802M +$81.6M +11% 11.1% 62% 154 7.79% 5.2
Blue Bell Private Wealth Management
2940
Blue Bell Private Wealth Management
Pennsylvania
$802M +$107M +15% 13.1% 68.2% 759 10.28% 3.6
NM
2941
Newtyn Management
New York
$801M -$135M -14% 9.17% 52% 39 28.21% 1.7
Liberty Wealth Management
2942
Liberty Wealth Management
California
$800M $0 0% 12.2% 64.2% 268 0% 2.6
Corsair Capital Management
2943
Corsair Capital Management
New York
$800M +$127M +19% 28.6% 435% 186 30.11% 1.9
HORAN Wealth
2944
HORAN Wealth
Ohio
$800M -$252M -24% 13.5% – 228 19.3% 0.7
Live Oak Private Wealth
2945
Live Oak Private Wealth
North Carolina
$800M +$82.5M +11% 11.8% 65% 218 8.26% 4.1
Johnson & Johnson
2946
Johnson & Johnson
New Jersey
$799M +$146M +22% 24.4% 339% 17 17.65% 3.6
Suncoast Equity Management
2947
Suncoast Equity Management
Florida
$798M -$34.9M -4% 15.8% 82.9% 102 46.08% 3.3
TrueMark Investments
2948
TrueMark Investments
Illinois
$798M +$285M +55% 11.6% – 218 37.61% 0.7
Garden Investment Management
2949
Garden Investment Management
Connecticut
$798M +$212M +36% 32.8% – 2 0% 0.9
Quantum Capital Management (New Jersey)
2950
Quantum Capital Management (New Jersey)
New Jersey
$798M +$16.1M +2% 2.42% 22.7% 37 13.51% 5.5