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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)
Covalis Capital
3351
Covalis Capital
United Kingdom
$252M +$163M +182% 0.07% 37.9% 17 82.35% 0.2
Kentucky Farm Bureau Mutual Insurance
3352
Kentucky Farm Bureau Mutual Insurance
Kentucky
$252M +$22.4M +10% 9.14% 83.3% 84 8.33% 2.8
Eudaimonia Partners
3353
Eudaimonia Partners
Tennessee
$252M – – 6.57% – 676 – 0
Advisors Management Group
3354
Advisors Management Group
Wisconsin
$252M +$9.8M +4% 3.38% 125% 94 7.45% 2.8
Riverpoint Wealth Management Holdings
3355
Riverpoint Wealth Management Holdings
Illinois
$252M +$25.7M +11% 7.11% 53.6% 74 9.46% 2
Wind River Trust Company
3356
Wind River Trust Company
Wyoming
$252M +$16.5M +7% 7.45% 62.1% 9 0% 5
Machina Capital
3357
Machina Capital
France
$252M +$32.8M +15% 6.96% 34.8% 458 60.92% 0.3
Western Asset Management Company
3358
Western Asset Management Company
California
$252M +$66.3M +36% 3.46% 2.29% 24 4.17% 1.1
Financial Planning & Information Services
3359
Financial Planning & Information Services
Wisconsin
$251M +$15.3M +6% 6.35% 13% 51 1.96% 3.8
Institutional Venture Management XVI
3360
Institutional Venture Management XVI
California
$251M – – 1.8% 523% 2 – 0
First National Bank of Hutchinson
3361
First National Bank of Hutchinson
Kansas
$251M +$84.6M +51% 7.44% 121% 108 19.44% 2.6
Shine Investment Advisory Services
3362
Shine Investment Advisory Services
Colorado
$251M +$39.9M +19% 7.69% 29% 790 12.53% 1.9
CBTWT
3363
Community Bank & Trust (Waco, Texas)
Texas
$251M +$18.1M +8% 9.84% 124% 138 8.7% 3.2
180 Wealth Advisors
3364
180 Wealth Advisors
Washington
$251M +$24.7M +11% 7.56% 136% 286 19.58% 1.4
Morgan Dempsey Capital Management
3365
Morgan Dempsey Capital Management
Wisconsin
$251M -$21.7M -8% 2.69% 52.1% 158 8.23% 4.2
Bar Harbor Trust Services
3366
Bar Harbor Trust Services
Maine
$251M +$71.2M +40% 8.14% 86.4% 129 56.59% 1.7
Richard P. Slaughter Associates
3367
Richard P. Slaughter Associates
Texas
$251M – – 9.15% 55.7% 109 – 0
PWS
3368
Private Wealth Strategies
Ohio
$251M – – 5.89% 18.8% 73 – 0
Rock Creek Group
3369
Rock Creek Group
District of Columbia
$251M +$40.3M +19% 9.54% 37.2% 135 34.81% 0.5
HT Partners
3370
HT Partners
Connecticut
$250M +$12.9M +5% 5.38% 71.1% 33 9.09% 3
CCM
3371
CWH Capital Management
Washington
$250M -$1.77M -0.7% 7.8% 29.9% 49 2.04% 3.5
Private Advisory Group
3372
Private Advisory Group
Washington
$250M +$22.5M +10% 9.05% 177% 134 36.57% 1
EAM Global Investors
3373
EAM Global Investors
California
$250M +$44.5M +22% 73.4% 2,399% 172 70.93% 0.3
Cooper Financial Group
3374
Cooper Financial Group
California
$250M +$28.1M +13% 6.43% 87.2% 166 19.28% 0.7
FCA
3375
FLC Capital Advisors
California
$250M +$14M +6% 5.85% 59.3% 133 9.02% 0.8