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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)
Center for Financial Planning
2951
Center for Financial Planning
Michigan
$488M -$541K -0.1% 3.9% 64.4% 585 11.45% 1.6
HA
2952
Harbor Advisors
Florida
$488M -$50M -9% 6.32% 125% 194 10.82% 3.2
Fagan Associates
2953
Fagan Associates
New York
$487M -$39.8M -8% 5.01% 127% 135 11.11% 3.4
Evolution Wealth Advisors
2954
Evolution Wealth Advisors
Florida
$487M -$175M -27% 4.84% 84.5% 150 26% 1.6
Makaira Partners
2955
Makaira Partners
California
$486M -$62.1M -11% 8.79% 22% 11 18.18% 3.4
Vanderbilt University
2956
Vanderbilt University
Tennessee
$486M +$10.5M +2% 10% 61.8% 51 62.75% 0.5
Procyon Advisors
2957
Procyon Advisors
Connecticut
$485M +$16.4M +3% 4.25% 92.3% 361 17.17% 1.4
Fieldpoint Private Securities
2958
Fieldpoint Private Securities
Connecticut
$485M -$24.7M -5% 3.66% 47.2% 1,788 10.91% 1.4
Probity Advisors
2959
Probity Advisors
Texas
$485M -$20.9M -4% 3.85% 61.7% 199 8.04% 4
Paradigm Operations
2960
Paradigm Operations
California
$483M -$159M -25% 24.8% 230% 1 0% 0.3
Arkansas Financial Group
2961
Arkansas Financial Group
Arkansas
$483M -$15.2M -3% 4.6% 41.4% 48 4.17% 3.8
VHMC
2962
Value Holdings Management Company
New York
$482M +$13.3M +3% 3.11% 125% 50 2% 4.1
Divergent Wealth Advisors
2963
Divergent Wealth Advisors
Utah
$482M -$11.4M -2% 4.51% 14.7% 23 21.74% 2.9
Stockman Wealth Management
2964
Stockman Wealth Management
Montana
$482M -$8M -2% 0.05% 77.5% 214 12.62% 3.7
World Investment Advisors
2965
World Investment Advisors
California
$482M +$3.64M +0.8% 2.9% 65.4% 288 13.54% 1.6
HI
2966
Hyundai Investments
South Korea
$481M +$21.1M +5% 4.58% 74.8% 1 0% 0.3
Rush Island Management
2967
Rush Island Management
New York
$481M -$64.1M -12% 1.44% 15.5% 21 38.1% 0.7
Wealth Advisory Solutions
2968
Wealth Advisory Solutions
Indiana
$481M – – 1.48% 60.5% 147 – 1.3
Capital Investment Counsel Inc
2969
Capital Investment Counsel Inc
North Carolina
$481M -$54M -10% 3.04% 174% 225 24.89% 4.1
JC
2970
JBF Capital
Colorado
$480M -$50.5M -10% 2.85% 93.6% 123 52.85% 1.4
Hengistbury Investment Partners
2971
Hengistbury Investment Partners
United Kingdom
$480M -$23.7M -5% 7.43% 108% 7 42.86% 2.4
SailingStone Capital Partners
2972
SailingStone Capital Partners
Texas
$480M +$137M +40% 61.5% 152% 13 30.77% 3
Winthrop Advisory Group
2973
Winthrop Advisory Group
Massachusetts
$480M -$18.2M -4% 4.93% 78.3% 152 17.11% 2.4
Kinnevik AB
2974
Kinnevik AB
Sweden
$479M -$299M -38% 26.7% 51.4% 2 0% 0.3
Granite Point Capital Management
2975
Granite Point Capital Management
Massachusetts
$479M -$111M -19% 7.48% 125% 168 49.4% 0.9