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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)
University of Texas/Texas AM Investment Management Co (UTIMCO)
3051
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$513M +$30.8M +6% 2.81% 68.3% 188 29.26% 0.7
Coerente Capital Management
3052
Coerente Capital Management
Ontario, Canada
$512M -$16.8M -3% 1.28% 40% 45 2.22% 2.4
Bremer Bank National Association
3053
Bremer Bank National Association
Minnesota
$512M -$27.7M -5% 4.86% 37.4% 191 8.38% 3.7
PAX Financial Group
3054
PAX Financial Group
Texas
$512M +$13.8M +3% 1.35% 56% 262 27.86% 2.2
Cheviot Value Management
3055
Cheviot Value Management
California
$512M +$55.7M +12% 2.11% 77.8% 71 15.49% 5.2
Lathrop Investment Management
3056
Lathrop Investment Management
Arkansas
$511M -$4.95M -1% 1.42% 72.2% 87 9.2% 6.3
TFO Wealth Partners
3057
TFO Wealth Partners
Ohio
$511M -$4.19M -0.8% 0.39% 63.6% 802 94.89% 2.5
Greystone Financial Group
3058
Greystone Financial Group
Michigan
$511M +$10.2M +2% 1.06% 79.3% 111 17.12% 1.2
Elk River Wealth Management
3059
Elk River Wealth Management
Colorado
$511M +$19.3M +4% 3.22% 81.8% 100 10% 2.7
AO
3060
Allen Operations
New York
$511M -$15.6M -3% 3.07% 218% 34 5.88% 5
Brass Tax Wealth Management
3061
Brass Tax Wealth Management
Ohio
$511M +$319M +166% 1.91% – 194 43.81% 0.1
Realta Investment Advisors
3062
Realta Investment Advisors
Delaware
$511M +$25.5M +5% 4.67% 151% 833 10.56% 1.9
Thrive Wealth Management
3063
Thrive Wealth Management
Pennsylvania
$511M +$26.7M +6% 3.35% 84.1% 230 13.91% 1.6
Peak Asset Management
3064
Peak Asset Management
Colorado
$511M +$5.68M +1% 1.66% 70.1% 153 7.19% 5.3
DLD Asset Management
3065
DLD Asset Management
New York
$510M -$207M -29% 0.14% 10.3% 109 73.39% 0.4
EFG Asset Management (Americas)
3066
EFG Asset Management (Americas)
Florida
$510M +$182M +55% 3.78% 112% 139 20.86% 3.7
Bourgeon Capital Management
3067
Bourgeon Capital Management
Connecticut
$510M -$842K -0.2% 1.39% 121% 117 11.11% 4.3
NICM
3068
Neo Ivy Capital Management
New York
$510M – – 5% – 219 – 0.3
Capital Investment Counsel (Colorado)
3069
Capital Investment Counsel (Colorado)
Colorado
$510M +$43.2M +9% 1.6% 68.7% 142 16.2% 0.4
Bell Investment Advisors
3070
Bell Investment Advisors
California
$509M -$2.31M -0.5% 0.15% 41% 1,993 6.72% 2.2
Genesis Investment Management
3071
Genesis Investment Management
United Kingdom
$509M +$29.4M +6% 5.6% 47.4% 17 17.65% 3
Legacy Financial Group (Iowa)
3072
Legacy Financial Group (Iowa)
Iowa
$508M +$14.5M +3% 1.57% 44.3% 114 12.28% 0.7
James J. Burns & Company
3073
James J. Burns & Company
New York
$508M +$222M +78% 2.55% 70.2% 129 34.11% 1
Pilgrim Global Advisors
3074
Pilgrim Global Advisors
Nevada
$508M +$46.2M +10% 19.9% – 7 14.29% 0.4
HeadInvest LLC
3075
HeadInvest LLC
Maine
$508M -$4.53M -0.9% 1.34% 59.1% 239 7.53% 5.8