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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)
Elser Financial Planning
1476
Elser Financial Planning
Indiana
$2.06B +$1.92B +1,390% 14.8% – 141 49.65% 0.7
Woodley Farra Manion Portfolio Management
1477
Woodley Farra Manion Portfolio Management
Indiana
$2.05B -$44.4M -2% 0.3% 68.1% 127 14.17% 4.4
PFG Advisors
1478
PFG Advisors
Arizona
$2.05B -$6.03M -0.3% 0.29% 82.7% 829 12.42% 2.5
Norris Perne & French
1479
Norris Perne & French
Michigan
$2.05B +$537M +35% 1.35% 91.1% 178 20.22% 5.3
RBF Capital
1480
RBF Capital
California
$2.05B -$207M -9% 0.25% 147% 575 18.09% 5.2
Procyon Advisors
1481
Procyon Advisors
Connecticut
$2.04B +$15.6M +0.8% 1.35% 92.3% 628 17.04% 2.7
Tandem Investment Advisors
1482
Tandem Investment Advisors
South Carolina
$2.04B -$646M -24% 8.02% 10.4% 94 25.53% 4
Investure LLC
1483
Investure LLC
Virginia
$2.04B +$250M +14% 2.42% 55.4% 17 11.76% 5.2
Southeastern Asset Management
1484
Southeastern Asset Management
Tennessee
$2.03B -$212M -9% 3.52% 26.7% 53 7.55% 3.5
Generate Investment Management
1485
Generate Investment Management
New Zealand
$2.03B -$162M -7% 4.97% 153% 94 44.68% 1
Leeward Investments
1486
Leeward Investments
Massachusetts
$2.03B +$51.1M +3% 9.26% 88% 147 7.48% 3
NXG Investment Management
1487
NXG Investment Management
Texas
$2.02B +$276M +16% 21.4% 121% 72 25% 3.5
Alerus Financial
1488
Alerus Financial
North Dakota
$2.02B -$24.5M -1% 0.69% 97.1% 562 18.86% 2
Burkehill Global Management
1489
Burkehill Global Management
New York
$2.02B +$498M +33% 11.9% – 218 43.12% 0.3
Consulta
1490
Consulta
United Kingdom
$2.01B -$29.1M -1% 8.35% 30.7% 15 20% 1.9
Lowe Brockenbrough & Co
1491
Lowe Brockenbrough & Co
Virginia
$2.01B -$25.6M -1% 0.86% 78.8% 335 2.99% 6.7
Meiji Yasuda Asset Management
1492
Meiji Yasuda Asset Management
Japan
$2B -$76.8M -4% 1.62% 93.9% 583 12.35% 6
Logos Global Management
1493
Logos Global Management
California
$2B +$348M +21% 47.4% 1,585% 84 39.29% 0.9
Rivernorth Capital Management
1494
Rivernorth Capital Management
Florida
$2B -$115M -5% 3.05% 9.04% 674 48.81% 0.9
CWM
1495
Cornerstone Wealth Management
Missouri
$2B +$76.6M +4% 0.34% 69.8% 743 11.31% 4.1
Cormorant Asset Management
1496
Cormorant Asset Management
Massachusetts
$1.99B -$172M -8% 33.7% 3,977% 53 45.28% 1.5
Smith Salley Wealth Management
1497
Smith Salley Wealth Management
North Carolina
$1.99B -$30.3M -1% 1.66% 106% 275 6.91% 5.2
Syon Capital
1498
Syon Capital
California
$1.99B -$17.3M -0.9% 1.56% 74% 971 14.52% 1.3
Reynders McVeigh Capital Management
1499
Reynders McVeigh Capital Management
Massachusetts
$1.98B -$148M -7% 3.47% 119% 209 12.92% 7.4
First Western Trust Bank
1500
First Western Trust Bank
Colorado
$1.98B -$53.7M -3% 3.72% 32% 214 12.15% 3