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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)
Insight Advisors
3026
Insight Advisors
Pennsylvania
$655M +$30.8M +5% 6.29% 74% 302 8.61% 3.2
Essex Investment Management
3027
Essex Investment Management
Massachusetts
$653M +$103M +19% 26.7% 370% 327 17.43% 3.9
Marquette Asset Management
3028
Marquette Asset Management
Minnesota
$653M +$56.8M +10% 7% 69.6% 701 81.17% 0.9
ThornTree Capital Partners
3029
ThornTree Capital Partners
Massachusetts
$653M +$52.7M +9% 10.8% 217% 20 25% 1.6
Security National Bank
3030
Security National Bank
Nebraska
$653M +$75.2M +13% 9% 125% 393 23.66% 2.1
von Borstel & Associates
3031
von Borstel & Associates
Oregon
$652M +$273M +72% 6.28% – 171 76.61% 0.2
Acorn Financial Advisory Services
3032
Acorn Financial Advisory Services
Virginia
$652M +$41.8M +7% 5.97% 96.9% 214 10.28% 3.5
Affinity Capital Advisors
3033
Affinity Capital Advisors
California
$651M +$69.5M +12% 8.15% 72.7% 166 12.05% 3.5
Greenup Street Wealth Management
3034
Greenup Street Wealth Management
Michigan
$651M +$76.3M +13% 6.79% 69.8% 147 33.33% 1.3
Summit Asset Management
3035
Summit Asset Management
Tennessee
$650M +$36.5M +6% 5.34% 48.9% 179 9.5% 6.3
MAK Capital One
3036
MAK Capital One
New York
$650M -$47.9M -7% 6.87% 200% 19 42.11% 2.3
Globeflex Capital
3037
Globeflex Capital
California
$650M -$558M -46% 16% 186% 477 27.25% 2.1
McMorgan & Co
3038
McMorgan & Co
California
$649M -$28.9M -4% 3.95% 30.1% 60 6.67% 2.6
Arcadia Investment Management
3039
Arcadia Investment Management
Michigan
$649M +$23.3M +4% 7.69% 83.5% 267 8.99% 6
HA
3040
Harbor Advisors
Florida
$648M +$37.3M +6% 8.06% 125% 200 10% 4.9
Front Street Capital Management
3041
Front Street Capital Management
Montana
$648M +$126M +24% 17.5% 316% 78 17.95% 5.1
Almanack Investment Partners
3042
Almanack Investment Partners
Pennsylvania
$647M +$18.2M +3% 8.61% 77.8% 247 36.84% 2.3
Tolleson Wealth Management
3043
Tolleson Wealth Management
Texas
$646M +$61.3M +10% 6.58% 56.2% 90 6.67% 3.9
AIM
3044
Aigen Investment Management
New York
$646M -$83.4M -11% 6.16% 55.5% 1,138 66.96% 0.3
Point72 Asia (Singapore)
3045
Point72 Asia (Singapore)
Singapore
$646M +$82.8M +15% 16.2% – 1,302 68.13% 0.2
Valley National Advisers
3046
Valley National Advisers
Pennsylvania
$646M +$33M +5% 8% 87.2% 913 19.17% 5.2
Greystone Financial Group
3047
Greystone Financial Group
Michigan
$645M +$38.2M +6% 5.61% 79.3% 107 18.69% 1.7
Summit Financial Wealth Advisors
3048
Summit Financial Wealth Advisors
Louisiana
$645M +$87.8M +16% 6.63% 71.4% 182 8.79% 4.1
Noesis Capital Mangement
3049
Noesis Capital Mangement
Florida
$644M +$68.4M +12% 11.3% 139% 136 10.29% 4.7
Montecito Bank & Trust
3050
Montecito Bank & Trust
California
$644M – – 6.61% – 274 – 6.1