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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)
First National Advisers
3026
First National Advisers
Nebraska
$683M -$43.8M -6% 0.19% 87.9% 258 16.28% 2
Hexagon Capital Partners
3027
Hexagon Capital Partners
Arkansas
$683M +$143M +26% 4.97% 104% 254 70.08% 1.3
Horizon Wealth Management
3028
Horizon Wealth Management
Illinois
$682M +$38.1M +6% 0.05% 109% 148 21.62% 2
Drexel Morgan & Co
3029
Drexel Morgan & Co
Pennsylvania
$682M +$43M +7% 2.3% 50.1% 60 5% 7.8
Torray Investment Partners
3030
Torray Investment Partners
Maryland
$682M -$16.7M -2% 2.46% 97.2% 99 15.15% 4.5
Well Done LLC
3031
Well Done LLC
Michigan
$681M +$11.7M +2% 0.61% 80.4% 213 15.02% 4.4
Night Squared
3032
Night Squared
New York
$681M +$326M +92% 7.42% – 108 73.15% 0.2
CIA
3033
Covington Investment Advisors
Pennsylvania
$680M -$51.2M -7% 1.21% 100% 74 0% 6.5
Clearlake Capital Group
3034
Clearlake Capital Group
California
$680M -$387M -36% 36.1% 47.3% 6 0% 4
Hudock Inc
3035
Hudock Inc
Pennsylvania
$680M +$1.02M +0.1% 0.1% 69.7% 210 12.38% 6.2
Independent Solutions Wealth Management
3036
Independent Solutions Wealth Management
New York
$679M +$135M +25% 0.14% 125% 200 21% 3.5
Advisors Preferred
3037
Advisors Preferred
Maryland
$679M +$64.7M +11% 2.01% 102% 304 54.93% 0.7
MAK Capital One
3038
MAK Capital One
New York
$679M -$230M -25% 10.4% 200% 30 50% 1.6
Ripple Effect Asset Management
3039
Ripple Effect Asset Management
New York
$679M +$330M +94% 18.3% – 35 60% 0.3
MAA
3040
Mraz Amerine & Associates
California
$678M +$5.22M +0.8% 4.87% 63.2% 204 12.75% 5.3
Daido Life Insurance Company
3041
Daido Life Insurance Company
Japan
$678M -$32.9M -5% 4.62% 78.3% 6 0% 5.7
Topsail Wealth Management
3042
Topsail Wealth Management
North Carolina
$678M -$4.93M -0.7% 2.02% – 296 10.14% 1
Mitchell McLeod Pugh & Williams
3043
Mitchell McLeod Pugh & Williams
Alabama
$678M -$22.8M -3% 0.16% 90.7% 291 4.12% 6.4
Laffer Tengler Investments
3044
Laffer Tengler Investments
Tennessee
$677M +$19.2M +3% 0.34% 96.5% 209 30.14% 2.5
Arch Venture Management
3045
Arch Venture Management
Illinois
$677M +$25.4M +4% 55% 228% 10 10% 1.5
Noked Israel
3046
Noked Israel
Israel
$677M +$53.3M +9% 6.31% 265% 15 20% 1.8
Sentinel Pension Advisors
3047
Sentinel Pension Advisors
Massachusetts
$676M +$25.4M +4% 1.06% 52.1% 141 9.93% 2.8
JC
3048
JBF Capital
Colorado
$676M -$16.3M -2% 4.71% 93.6% 123 43.09% 1.7
Noesis Capital Mangement
3049
Noesis Capital Mangement
Florida
$676M -$13.2M -2% 2.81% 139% 136 11.03% 5.1
Radnor Capital Management
3050
Radnor Capital Management
Pennsylvania
$676M +$2.01M +0.3% 3.8% 96.9% 317 4.73% 2.8