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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)
Mandatum Life Insurance Company
3951
Mandatum Life Insurance Company
Finland
$438M +$19.3M +5% 5.13% 108% 87 18.39% 5.6
Farmers & Merchants Trust Company
3952
Farmers & Merchants Trust Company
California
$438M -$35.4M -7% 2.18% 79.8% 213 16.43% 4.6
Stokes Capital Advisors
3953
Stokes Capital Advisors
South Carolina
$438M +$8.04M +2% 0.1% 61.3% 80 15% 4.5
Standpoint Asset Management
3954
Standpoint Asset Management
Arizona
$438M -$4.72M -1% 2.49% 71.9% 8 0% 3
Prentice Wealth Management
3955
Prentice Wealth Management
New York
$438M +$32M +8% 1.54% 47.8% 117 6.84% 2.8
SI
3956
Schusterman Interests
Oklahoma
$437M -$661K -0.2% 0.64% 344% 9 33.33% 1
Q3 Asset Management
3957
Q3 Asset Management
Michigan
$437M +$145M +50% 2.96% 105% 87 65.52% 0.4
Tempus Wealth Planning
3958
Tempus Wealth Planning
California
$436M +$740K +0.2% 2.07% 95% 296 13.85% 2.5
VDBMI
3959
Van Den Berg Management I
Texas
$436M +$37.3M +9% 11.2% 187% 128 18.75% 3
L
3960
Laurore
$436M – – 23.6% – 1 – 0
First PREMIER Bank
3961
First PREMIER Bank
South Dakota
$436M -$4.24M -1% 1.91% 63% 404 7.18% 5.3
Kelleher Financial Advisors
3962
Kelleher Financial Advisors
New York
$436M +$35.6M +9% 2.27% 80.3% 771 22.05% 1
Trinity Legacy Partners
3963
Trinity Legacy Partners
Texas
$436M +$1.46M +0.3% 2.22% 63.3% 99 3.03% 3.5
Collective Family Office
3964
Collective Family Office
Pennsylvania
$436M +$19.3M +5% 2.03% 52.5% 162 4.94% 3.6
Prudent Investors Network
3965
Prudent Investors Network
California
$436M +$27.5M +7% 0.63% – 76 14.47% 2
West Michigan Advisors
3966
West Michigan Advisors
Michigan
$436M +$19.6M +5% 1.81% 86.6% 292 18.49% 1.9
Meiji Yasuda America
3967
Meiji Yasuda America
New York
$436M – – 4.93% – 56 – 0
Lighthouse Financial Services
3968
Lighthouse Financial Services
California
$435M – – 2.56% – 95 – 0
Lorne Steinberg Wealth Management
3969
Lorne Steinberg Wealth Management
Canada
$435M +$19.9M +5% 5.45% 83.4% 75 10.67% 3.5
WC
3970
Weil Company
California
$435M +$19.2M +5% 2.28% 71.7% 119 5.88% 3.9
A6
3971
Anchor @ 65
Singapore
$434M -$49.2M -10% 10% – 2 0% 1
UG Investment Advisers
3972
UG Investment Advisers
Taiwan
$434M -$205M -32% 7.03% 183% 14 28.57% 1.5
High Net Worth Advisory Group
3973
High Net Worth Advisory Group
Florida
$434M +$18.2M +4% 2.15% 75.7% 249 9.24% 2.8
Cincinnati Specialty Underwriters Insurance
3974
Cincinnati Specialty Underwriters Insurance
Ohio
$433M +$5.53M +1% 1.86% 137% 39 7.69% 8.2
Creek Drive Management Group
3975
Creek Drive Management Group
California
$433M – – 9.88% – 50 – 0