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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)
Deer Management Company
3201
Deer Management Company
New York
$622M -$406M -40% 37.9% 154% 9 11.11% 2.8
Headwater Capital
3202
Headwater Capital
China
$622M +$141M +29% 6.5% – 24 66.67% 0.5
Trust Company of the South
3203
Trust Company of the South
North Carolina
$622M +$74.9K +0% 0.5% 70.2% 148 12.16% 1.7
KC
3204
KCM Capital
Kansas
$622M +$98.7M +19% 21.7% – 39 35.9% 0.2
Agave Capital Management
3205
Agave Capital Management
$622M +$23.1M +4% 1.65% – 26 80.77% 0.2
FBT
3206
First Bank & Trust
South Dakota
$621M +$6.92M +1% 1.63% 85.6% 283 17.31% 3.9
RBO & Co
3207
RBO & Co
California
$620M -$8.77M -1% 3.28% 27.9% 59 15.25% 7.4
Keating Financial Advisory Services
3208
Keating Financial Advisory Services
Kansas
$619M -$118M -16% 2.17% – 2,691 21.85% 0.2
KPS Global Asset Management (UK)
3209
KPS Global Asset Management (UK)
United Kingdom
$619M -$199M -24% 25.1% 373% 4 0% 5.9
RIS
3210
Richmond Investment Services
Wisconsin
$619M +$40.2M +7% 1.38% – 273 20.51% 0.8
AMG
3211
Asset Management Group
Connecticut
$619M +$223K +0% 0.63% 57% 140 3.57% 8.7
Burling Wealth Partners
3212
Burling Wealth Partners
Illinois
$618M -$25.3M -4% 2.64% – 190 9.47% 1.1
McMorgan & Co
3213
McMorgan & Co
California
$618M +$14.7M +2% 1.2% 30.1% 48 22.92% 2.4
Albar Capital Partners
3214
Albar Capital Partners
United Kingdom
$618M +$195M +46% 9.03% – 53 73.58% 0.3
Riversedge Advisors
3215
Riversedge Advisors
Delaware
$618M +$2.7M +0.4% 0.62% 71.3% 251 28.69% 1.6
Affiance Financial
3216
Affiance Financial
Minnesota
$617M -$4.7M -0.8% 2.87% 57.8% 109 6.42% 5.8
VHMC
3217
Value Holdings Management Company
New York
$617M +$19M +3% 15.1% 125% 30 23.33% 8.1
Alpha Omega Wealth Management
3218
Alpha Omega Wealth Management
Virginia
$617M +$13.9M +2% 2.48% 65.9% 208 3.85% 6.7
Consolidated Planning Corp
3219
Consolidated Planning Corp
Georgia
$617M -$374M -38% 0.32% 84.6% 222 41.89% 2.7
Third Avenue Management
3220
Third Avenue Management
New York
$616M +$65.8M +12% 16.9% 113% 57 17.54% 5.2
Tarbox Family Office
3221
Tarbox Family Office
California
$616M -$5.79M -0.9% 0.78% 66.4% 107 13.08% 8.4
Rainey & Randall Wealth Advisors
3222
Rainey & Randall Wealth Advisors
Florida
$616M +$2.77M +0.5% 0.74% 52.3% 81 12.35% 3.2
DTL
3223
Dynamic Technology Lab
Singapore
$615M +$173M +39% 0.41% 30.8% 1,230 75.04% 0.2
Clearstead Trust
3224
Clearstead Trust
Maine
$613M -$21.8M -3% 3.71% 124% 1,052 11.98% 2.1
Princeton Global Asset Management
3225
Princeton Global Asset Management
New Jersey
$613M -$4.57M -0.7% 0.28% 110% 873 10.19% 3.2