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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)
IIA
3001
IPG Investment Advisors
California
$275M -$17.7M -6% 0.57% 106% 176 32.39% 1.9
Aegon USA Investment Management
3002
Aegon USA Investment Management
Iowa
$275M -$37.9M -12% 2.67% 39.9% 51 9.8% 1
Martel Wealth Advisors
3003
Martel Wealth Advisors
Washington
$274M +$8.6M +3% 2.63% 43.4% 40 10% 0.7
Beacon Pointe Advisors
3004
Beacon Pointe Advisors
California
$274M +$7.53M +3% 3.34% 76.7% 216 24.07% 0.4
Matthew 25 Management Corp
3005
Matthew 25 Management Corp
Pennsylvania
$274M +$6.02M +2% 3.38% 141% 18 0% 4.3
Human Investing
3006
Human Investing
Oregon
$274M +$6.31M +2% 2.33% 56.9% 380 16.05% 0.4
Index Venture Associates VI
3007
Index Venture Associates VI
Jersey
$274M -$251M -48% 6.52% 312% 1 0% 0.5
American Financial Group Inc 401(K) Retirement & Savings Plan
3008
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$274M +$14.6M +6% 6.51% 17.8% 1 0% 6
Grove Bank & Trust
3009
Grove Bank & Trust
Florida
$274M +$13.1M +5% 2.35% 80.5% 165 3.64% 2.7
Lunia Capital
3010
Lunia Capital
Texas
$273M -$196M -42% 9.02% 115% 40 35% 0.7
Red Cedar Investment Management
3011
Red Cedar Investment Management
Michigan
$273M -$17.3M -6% 2.94% 81.4% 28 17.86% 0.7
CIM
3012
CIM Investment Management
Pennsylvania
$273M +$13.3M +5% 3% 123% 349 21.2% 2.1
FCA Corp
3013
FCA Corp
Texas
$273M +$16.2M +6% 2.54% 57.4% 177 11.86% 3
Fulcrum Capital
3014
Fulcrum Capital
Washington
$273M +$8.37M +3% 6.41% 102% 70 22.86% 1.1
Harbourvest Partners
3015
Harbourvest Partners
Massachusetts
$273M -$9.5M -3% 7.03% 8.96% 42 42.86% 0.8
Capital Impact Advisors
3016
Capital Impact Advisors
Massachusetts
$273M +$47.2M +21% 1.75% – 132 13.64% 2.8
Paradigm Financial Advisors
3017
Paradigm Financial Advisors
Missouri
$272M +$7.68M +3% 4.03% 114% 134 11.19% 3.2
Continental Grain Company
3018
Continental Grain Company
New York
$271M +$17.1M +7% 2.4% 5.73% 5 20% 0.4
Shulman DeMeo Asset Management
3019
Shulman DeMeo Asset Management
New York
$271M +$8.7M +3% 3.19% 79.3% 133 3.76% 0.4
Quantamental Technologies
3020
Quantamental Technologies
New York
$271M +$52.4M +24% 4.46% 24.2% 2,003 53.07% 0.3
NIC
3021
Northwest Investment Counselors
Oregon
$271M +$12.4M +5% 4.31% 32.4% 141 2.84% 4.7
TF
3022
TimeScale Financial
Massachusetts
$271M +$43.6M +19% 2.55% 31.3% 538 83.46% 0.1
Algert Global
3023
Algert Global
California
$271M +$95.6M +55% 6.81% 194% 446 56.5% 0.5
IFS
3024
Ifrah Financial Services
Arkansas
$270M +$7.05M +3% 2.43% 64.1% 192 7.29% 3
Arkansas Financial Group
3025
Arkansas Financial Group
Arkansas
$270M +$9.6M +4% 2.48% 39.1% 27 3.7% 3.7