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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)
Excelsior Advisor Network
3051
Excelsior Advisor Network
Colorado
$759M +$496M +189% 13.9% – 455 50.77% 0.2
Mivtachim The Workers Social Insurance Fund
3052
Mivtachim The Workers Social Insurance Fund
Israel
$759M -$30.2M -4% 25% 165% 52 36.54% 2.4
Rollins Financial Advisors
3053
Rollins Financial Advisors
New York
$759M +$127M +20% 21.7% – 178 16.85% 1.7
Riversedge Advisors
3054
Riversedge Advisors
Delaware
$759M +$141M +23% 13.4% 71.3% 328 37.8% 1.3
Alvarez & Marsal Private Wealth Partners
3055
Alvarez & Marsal Private Wealth Partners
Florida
$759M +$46.5M +7% 13.6% – 189 49.74% 0.4
Northwest Wealth Management
3056
Northwest Wealth Management
Iowa
$758M +$92.8M +14% 12.7% 63.4% 295 23.73% 3.2
Sawgrass Asset Management
3057
Sawgrass Asset Management
Florida
$757M +$93.1M +14% 26.5% 96.6% 222 26.13% 2.6
McLean Asset Management
3058
McLean Asset Management
Virginia
$757M +$185M +32% 11% 64.3% 182 9.89% 3.3
MATAURO
3059
MATAURO
New York
$756M +$64.4M +9% 5.52% – 172 23.84% 0.9
Academy Capital Management
3060
Academy Capital Management
Texas
$756M +$56.8M +8% 12.7% 71.2% 42 26.19% 3.9
Polymer Capital Management
3061
Polymer Capital Management
New York
$755M -$232M -24% 28.5% – 1,058 66.73% 0.4
Pier Capital
3062
Pier Capital
Connecticut
$755M +$148M +24% 41.9% 223% 150 32.67% 1.7
Hughes Financial Services
3063
Hughes Financial Services
Virginia
$755M +$104M +16% 13.5% – 1,961 18.51% 0.7
Founders Financial Alliance
3064
Founders Financial Alliance
North Carolina
$754M +$200M +36% 14.8% 84.9% 825 16.48% 2.7
Kinsale Capital Group
3065
Kinsale Capital Group
Virginia
$754M +$131M +21% 11.4% 70.9% 45 17.78% 2.5
Stanley Capital Management
3066
Stanley Capital Management
Texas
$754M +$156M +26% 44% 158% 43 20.93% 4.3
Financial Advisory Corporation
3067
Financial Advisory Corporation
Michigan
$754M +$34.4M +5% 8.18% – 59 15.25% 1.1
SC&H Financial Advisors
3068
SC&H Financial Advisors
Maryland
$754M +$90.6M +14% 12% 66.2% 162 5.56% 3.3
Acorn Financial Advisory Services
3069
Acorn Financial Advisory Services
Virginia
$753M +$23.7M +3% 18.9% 96.9% 232 11.21% 3.5
Stone House Investment Management
3070
Stone House Investment Management
Pennsylvania
$752M +$194M +35% 12.8% 57.9% 1,439 32.66% 0.6
Northwest Financial Advisors
3071
Northwest Financial Advisors
Virginia
$752M +$700M +1,351% 8.52% 67% 93 33.33% 1.3
Perryman Financial Advisory
3072
Perryman Financial Advisory
Texas
$751M +$84.3M +13% 12.2% – 201 17.91% 0.4
TRB Wealth Management
3073
TRB Wealth Management
Texas
$751M +$47.7M +7% 14.5% – 327 22.32% 0.2
BDF Gestion
3074
BDF Gestion
France
$751M +$2.04M +0.3% 36.8% – 152 11.18% 1.5
Qtron Investments
3075
Qtron Investments
Massachusetts
$751M +$13M +2% 24.4% 140% 492 23.17% 2.7