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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)
American Financial Group Inc 401(K) Retirement & Savings Plan
3326
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$353M -$30.7M -8% 11.5% 17.8% 1 0% 9.8
SC XII Management
3327
SC XII Management
California
$353M +$41.9M +13% 13.5% 73.4% 1 0% 2.5
Kowal Investment Group
3328
Kowal Investment Group
Wisconsin
$353M +$17.8M +5% 4.88% 21.1% 171 19.88% 1.4
Waller Financial Planning Group
3329
Waller Financial Planning Group
Ohio
$353M +$8.15M +2% 4.57% 47.5% 59 15.25% 2.9
Janiczek Wealth Management
3330
Janiczek Wealth Management
Colorado
$353M -$2.57M -0.7% 4.49% 16.4% 1,085 12.72% 2.2
Sage Advisory Services
3331
Sage Advisory Services
Texas
$353M +$10.7M +3% 3.46% 37.8% 51 19.61% 2.5
PS
3332
Presima Securities
Quebec, Canada
$353M +$5.71M +2% 1.29% 10.3% 47 0% 3.7
Concord Wealth Partners
3333
Concord Wealth Partners
Virginia
$352M +$19.9M +6% 4.63% 71.1% 1,275 24.39% 0.5
HWM
3334
HFR Wealth Management
New York
$352M +$7.64M +2% 3.23% 47.5% 64 6.25% 1.5
Nelson Capital Management
3335
Nelson Capital Management
California
$352M +$11.4M +3% 8.61% 121% 93 7.53% 5.5
Wright Investors Service
3336
Wright Investors Service
Connecticut
$352M +$2.99M +0.9% 6.21% 161% 160 22.5% 3.6
Cranbrook Wealth Management
3337
Cranbrook Wealth Management
Michigan
$352M -$15.5M -4% 5.33% 54.3% 308 11.69% 5.4
Running Oak Capital
3338
Running Oak Capital
Minnesota
$351M +$10.9M +3% 5.01% 40.8% 62 17.74% 2.1
Gould Asset Management
3339
Gould Asset Management
California
$351M +$18.3M +6% 5.38% 42.8% 162 8.64% 4.6
Patton Fund Management
3340
Patton Fund Management
Texas
$350M +$8.55M +3% 5.95% 211% 233 68.67% 1
CoreCommodity Management
3341
CoreCommodity Management
Connecticut
$350M +$25.7M +8% 0.52% 65.8% 172 15.12% 3.1
All-Stars Investment
3342
All-Stars Investment
Hong Kong
$350M -$10.1M -3% 4.98% 30.1% 4 25% 0.9
Green Court Capital Management
3343
Green Court Capital Management
Hong Kong
$350M +$74.2M +27% 7.99% 33.4% 2 50% 0.5
Delta Investment Management
3344
Delta Investment Management
California
$349M +$40.8M +13% 5.47% 65.8% 201 19.4% 1.8
Perennial Advisors
3345
Perennial Advisors
New York
$349M +$34.9M +11% 8.29% – 113 22.12% 3.4
Shorepoint Capital Partners
3346
Shorepoint Capital Partners
Massachusetts
$349M -$10.8M -3% 4.22% – 142 17.61% 1.9
Sycomore Asset Management
3347
Sycomore Asset Management
France
$349M -$13.3M -4% 18.4% 163% 112 34.82% 1.5
America First Investment Advisors
3348
America First Investment Advisors
Nebraska
$349M +$10.2M +3% 4.09% 78.2% 113 29.2% 4.8
Harfst & Associates
3349
Harfst & Associates
Wyoming
$349M +$1.95M +0.6% 2.39% 88.1% 104 9.62% 4.4
Gleason Group
3350
Gleason Group
Kentucky
$348M +$29.6M +9% 5.99% 69.1% 237 7.59% 2.5