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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)
Sovereign Financial Group
3926
Sovereign Financial Group
Connecticut
$254M +$7.27M +3% 6.71% 90.7% 230 16.09% 1.4
Broadleaf Partners
3927
Broadleaf Partners
Ohio
$254M +$13.2M +5% 10.7% 180% 74 9.46% 3.1
Trustees of General Electric Pension Trust
3928
Trustees of General Electric Pension Trust
Connecticut
$253M +$13.6M +6% 35.3% 184% 1 0% 6
Ford Financial Group
3929
Ford Financial Group
California
$253M +$13.2M +5% 6.56% 47.7% 128 10.16% 2.2
Westover Capital Advisors
3930
Westover Capital Advisors
Delaware
$253M -$8.6M -3% 7.29% 144% 169 24.85% 2.9
HCM
3931
Hudson Capital Management
New Jersey
$253M +$51.8M +26% 8.17% 66.8% 68 17.65% 2.8
SCP
3932
Syntal Capital Partners
Texas
$253M +$7.99M +3% 9.65% 102% 104 17.31% 2
Institutional Venture Management XIV
3933
Institutional Venture Management XIV
California
$252M -$75.2M -23% 2.08% 18.1% 5 0% 2.1
Summit Financial Group
3934
Summit Financial Group
West Virginia
$252M +$11.6M +5% 9.84% 26.1% 196 4.59% 3.4
KDA
3935
Kraft Davis & Associates
Missouri
$252M – – 6.75% 81.8% 98 – 0
Evergreen Advisors
3936
Evergreen Advisors
Tennessee
$252M +$14.4M +6% 7.04% – 17 29.41% 2.1
O'Brien Wealth Partners
3937
O'Brien Wealth Partners
Massachusetts
$252M +$14.2M +6% 3.15% 56.7% 65 24.62% 2.4
TS Financial Group (TSFG)
3938
TS Financial Group (TSFG)
Illinois
$252M +$38M +18% 7.73% 81% 1,054 7.02% 2.5
Nextech Invest
3939
Nextech Invest
Switzerland
$251M -$58.3M -19% 5.76% 982% 14 0% 0.9
Corbyn Investment Management
3940
Corbyn Investment Management
Maryland
$251M +$16.7M +7% 8.43% 71% 80 26.25% 3.8
SimplyRich
3941
SimplyRich
California
$251M +$29.2M +13% 10.2% 98.3% 175 15.43% 2.7
Sunburst Financial Group
3942
Sunburst Financial Group
Alabama
$251M +$44.7M +22% 6.46% 55.7% 90 11.11% 2
Trinity Legacy Partners
3943
Trinity Legacy Partners
Texas
$251M +$17.1M +7% 9.86% 63.3% 85 21.18% 2
CAN
3944
Claraphi Advisory Network
United States
$251M +$66.4M +36% 7.71% 88.3% 235 51.06% 1.6
RIT Capital Partners
3945
RIT Capital Partners
United Kingdom
$251M +$234M +1,379% 3.68% 71.4% 11 72.73% 0.3
Trifecta Capital Advisors
3946
Trifecta Capital Advisors
Illinois
$251M – – 7.16% 149% 445 – 0
Semmax Financial Advisors
3947
Semmax Financial Advisors
North Carolina
$251M +$14.7M +6% 11.3% – 311 8.36% 2.8
Whitcomb & Hess
3948
Whitcomb & Hess
Ohio
$251M +$28.5M +13% 8.33% 54% 37 16.22% 1.1
Quattro Financial Advisors
3949
Quattro Financial Advisors
Texas
$250M +$198K +0.1% 5.72% 77.6% 95 26.32% 1.4
Meridian Investment Counsel
3950
Meridian Investment Counsel
California
$250M +$25.6M +11% 12% 116% 209 3.83% 5.7