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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)
First PREMIER Bank
3401
First PREMIER Bank
South Dakota
$379M -$6.88M -2% 1.95% 63% 391 14.07% 3.4
AH
3402
Aviva Holdings
Bahamas
$379M -$235M -38% 35.7% 36.5% 5 0% 2.6
Hexagon Capital Partners
3403
Hexagon Capital Partners
Arkansas
$379M -$2.94M -0.8% 1.66% 104% 1,015 13.5% 1.2
NIC
3404
Northwest Investment Counselors
Oregon
$378M -$28.2M -7% 5.94% 32.4% 635 23.94% 1.6
Forest Hill Capital
3405
Forest Hill Capital
Arkansas
$378M +$12.1M +3% 2.46% 112% 51 17.65% 3.6
Paradigm Biocapital Advisors
3406
Paradigm Biocapital Advisors
New York
$378M +$28M +8% 9.38% 803% 31 41.94% 0.2
Vesa Equity Investment
3407
Vesa Equity Investment
Luxembourg
$378M -$178M -32% 32% 2.97% 1 0% 1.3
Monarch Capital Management
3408
Monarch Capital Management
Indiana
$378M -$11.9M -3% 1.51% 77% 126 4.76% 5.7
HWM
3409
HFR Wealth Management
New York
$378M -$20.5M -5% 3.67% 47.5% 65 7.69% 0.7
Mass Ave Global
3410
Mass Ave Global
New York
$378M +$187M +98% 3.77% – 42 59.52% 0.1
Monetary Management Group
3411
Monetary Management Group
Missouri
$378M -$26.7M -7% 4.11% 138% 361 8.31% 4.9
Waller Financial Planning Group
3412
Waller Financial Planning Group
Ohio
$377M -$21.8M -5% 5.54% 47.5% 55 10.91% 2.6
AIS
3413
AM Investment Strategies
Tennessee
$377M -$39.9M -10% 0.16% 121% 123 17.89% 1.2
BCM Advisors
3414
BCM Advisors
Louisiana
$377M -$11.6M -3% 1.53% 59.3% 56 7.14% 2.7
Redhawk Wealth Advisors
3415
Redhawk Wealth Advisors
Minnesota
$377M -$14.7M -4% 2.7% 116% 279 46.95% 1.2
Perennial Advisors
3416
Perennial Advisors
New York
$377M +$5.77M +2% 4.25% – 96 15.63% 3.5
Greenspring Advisors
3417
Greenspring Advisors
Maryland
$377M -$11.7M -3% 4.14% – 123 15.45% 0.2
Physician Wealth Advisors
3418
Physician Wealth Advisors
Utah
$377M -$4.72M -1% 3.75% 79.9% 171 16.37% 1.8
Barry Investment Advisors
3419
Barry Investment Advisors
Massachusetts
$377M -$3M -0.8% 2.34% 66.7% 141 17.02% 2.5
PT
3420
Plimoth Trust
Massachusetts
$376M -$18M -5% 3.05% 110% 169 3.55% 3.6
American Money Management
3421
American Money Management
California
$376M -$9.13M -2% 3.34% 65% 145 7.59% 2.9
Gemsstock Ltd
3422
Gemsstock Ltd
United Kingdom
$376M +$116M +44% 24.6% 149% 22 59.09% 0.8
EEP
3423
Edgehill Endowment Partners
Connecticut
$376M +$15.6M +4% 4.04% 11.6% 10 30% 2
Northside Capital Management
3424
Northside Capital Management
Oregon
$376M -$2.61M -0.7% 2.19% 99.6% 98 13.27% 3.9
GF
3425
Greenfield FTC
Nevada
$376M -$11.3M -3% 5.15% 75.4% 3 0% 1.3