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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)
CTAF
3301
Call To Action Foundation
Utah
$475M +$20.7M +5% 5.51% – 1 0% 0.8
Valor Management
3302
Valor Management
Illinois
$475M +$19.9M +4% 30.2% 14.5% 7 57.14% 1.4
VY Capital Management Company
3303
VY Capital Management Company
United Arab Emirates
$474M – – 3.18% – 1 – 0
Lafayette Investments
3304
Lafayette Investments
Maryland
$474M +$34.5M +8% 10.1% 77.9% 147 4.08% 4.7
LA
3305
Lynch & Associates
Indiana
$473M +$29.2M +7% 7.53% 73.5% 122 4.1% 7.3
Oldfield Partners
3306
Oldfield Partners
United Kingdom
$473M -$56.2M -11% 10.5% 90.3% 30 3.33% 3.6
FPFS
3307
First Personal Financial Services
North Carolina
$473M +$30.7M +7% 8.67% 31.5% 592 42.74% 3.5
Lincoln Capital
3308
Lincoln Capital
Nebraska
$473M +$24.7M +6% 7.81% 67.1% 114 6.14% 5.8
Trust Company of the South
3309
Trust Company of the South
North Carolina
$472M +$49.9M +12% 8% 70.2% 128 10.94% 0.6
Susquehanna International Group (Ireland)
3310
Susquehanna International Group (Ireland)
Ireland
$472M +$73.3M +18% 7.74% 5.26% 149 74.5% 0.2
Marietta Investment Partners
3311
Marietta Investment Partners
Wisconsin
$471M +$15.8M +3% 5.35% 160% 169 9.47% 4.9
Convergence Financial
3312
Convergence Financial
Missouri
$471M +$92.7M +25% 5.71% 70.6% 164 14.63% 0.6
Bender Robert & Associates
3313
Bender Robert & Associates
California
$471M +$15.6M +3% 5.24% 146% 80 100% 0
GA
3314
GFS Advisors
Texas
$470M -$150M -24% 5.8% 97.9% 203 46.31% 5
Pasadena Private Wealth
3315
Pasadena Private Wealth
California
$470M +$37.3M +9% 5.29% 53% 159 13.21% 2
Westside Investment Management
3316
Westside Investment Management
California
$470M +$32.7M +7% 8.46% 114% 1,030 8.06% 4
Waypoint Capital Advisors
3317
Waypoint Capital Advisors
Minnesota
$470M +$69.5M +17% 10% 50.3% 130 9.23% 2.1
New York Life Insurance Company
3318
New York Life Insurance Company
New York
$470M +$71.9M +18% 5.42% 61.5% 4 0% 4
Wooster Corthell Wealth Management
3319
Wooster Corthell Wealth Management
Connecticut
$469M +$27M +6% 5.76% 39.1% 52 1.92% 5.3
ARG
3320
Advisory Resource Group
Oklahoma
$468M +$25.2M +6% 3.97% 72% 164 9.15% 2.6
Great Point Wealth Advisors
3321
Great Point Wealth Advisors
Massachusetts
$468M +$30.7M +7% 6.97% – 61 11.48% 3.1
IFG Advisors
3322
IFG Advisors
Missouri
$468M +$44.7M +11% 7.22% 78.7% 143 8.39% 3.2
Contravisory Investment Management
3323
Contravisory Investment Management
Massachusetts
$468M +$16M +4% 8.82% 135% 408 31.13% 1.6
CFMC
3324
Curbstone Financial Management Corp
New Hampshire
$467M +$7.04M +2% 6.91% 69.6% 207 9.66% 6.6
Brass Tax Wealth Management
3325
Brass Tax Wealth Management
Ohio
$467M -$43.6M -9% 5.69% – 241 37.34% 0.3