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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)
New York Life Insurance Company
4026
New York Life Insurance Company
New York
$406M +$54.7M +16% 6.36% 61.5% 6 33.33% 3.7
Prentice Wealth Management
4027
Prentice Wealth Management
New York
$406M +$25M +7% 4.95% 47.8% 116 9.48% 2.6
RDA Financial Network
4028
RDA Financial Network
Iowa
$405M +$35.3M +10% 7.41% 93.4% 278 15.47% 3.5
Aspire Capital Advisors
4029
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 6.78% 59.3% 119 16.81% 1.7
Peterson Wealth Services
4030
Peterson Wealth Services
Utah
$405M +$40.2M +11% 13.6% 160% 235 14.89% 1.6
Groupe Bruxelles Lambert
4031
Groupe Bruxelles Lambert
Belgium
$405M -$58.8M -13% 12.7% – 1 0% 1.8
Meridian Investment Counsel
4032
Meridian Investment Counsel
California
$405M +$37.4M +10% 10.4% 116% 239 8.79% 6.3
Balance Wealth
4033
Balance Wealth
Ohio
$405M +$234M +137% 5.88% – 135 26.67% 0.4
Oak Harbor Wealth Partners
4034
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 7.93% 73.9% 261 6.9% 2.6
DAFNA Capital Management
4035
DAFNA Capital Management
California
$405M +$42.5M +12% 36.7% 313% 83 18.07% 3.2
NatWest Group
4036
NatWest Group
United Kingdom
$405M +$66.4M +20% 10.8% 207% 41 26.83% 2.5
SCM
4037
Soros Capital Management
New York
$405M +$54.6M +16% 26.6% 732% 68 36.76% 1.1
VS
4038
VK Services
California
$404M -$366M -47% 33.1% 1,605% 3 33.33% 2.7
Wilson Asset Management
4039
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 2.96% 58% 44 34.09% 1.3
Militia Capital Partners
4040
Militia Capital Partners
Nevada
$404M -$22.4M -5% 37.2% – 267 49.44% 0.3
Cisco Systems
4041
Cisco Systems
California
$404M -$40.4M -9% 0.78% 210% 4 25% 2.2
Dodds Wealth
4042
Dodds Wealth
Colorado
$404M +$30.9M +8% 4.56% – 60 6.67% 1.5
Citizens & Northern Corp
4043
Citizens & Northern Corp
Pennsylvania
$404M +$29.9M +8% 7.65% 73.3% 123 5.69% 5.9
H2CM
4044
H/2 Credit Manager
Connecticut
$403M +$38.9M +11% 7.49% 97.4% 17 5.88% 2.8
Sector Gamma AS
4045
Sector Gamma AS
Norway
$403M +$97.4M +32% 7.68% 35.3% 44 20.45% 2.6
Natural Investments
4046
Natural Investments
California
$403M +$16.7M +4% 7.24% – 296 33.45% 0.6
Safeguard Investment Advisory Group
4047
Safeguard Investment Advisory Group
California
$403M +$2.46M +0.6% 8.47% 84.3% 160 16.25% 2.4
MBM Wealth Consultants
4048
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 5.51% 57.1% 111 6.31% 3.9
Milestone Investment Advisors
4049
Milestone Investment Advisors
Wisconsin
$403M +$19.2M +5% 5.41% 52.8% 127 3.94% 2.3
Arjuna Capital
4050
Arjuna Capital
North Carolina
$402M +$22.9M +6% 7.49% 105% 129 27.13% 2.5