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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)
E.S. Barr & Co
1526
E.S. Barr & Co
Kentucky
$1.6B +$78.4M +5% 7.35% 72.1% 107 14.95% 6.1
Atomi Financial Group
1527
Atomi Financial Group
New York
$1.6B +$249M +18% 6.22% 153% 943 19.72% 0.7
Commodore Capital
1528
Commodore Capital
New York
$1.6B +$135M +9% 17.6% 2,121% 38 13.16% 1.3
Efficient Advisors
1529
Efficient Advisors
Ohio
$1.59B +$52.6M +3% 6.62% 30.6% 66 0% 6.5
Main Street Research
1530
Main Street Research
Connecticut
$1.59B +$73.1M +5% 6.26% 232% 116 17.24% 4.4
PFG Advisors
1531
PFG Advisors
Arizona
$1.59B +$106M +7% 5.79% 82.7% 725 12.83% 2.4
Everence Capital Management
1532
Everence Capital Management
Indiana
$1.59B +$142M +10% 6.68% 121% 825 20% 4.3
NYL Investors
1533
NYL Investors
New York
$1.58B +$179M +13% 4.95% 10.8% 34 0% 4.5
Zhang Financial
1534
Zhang Financial
Michigan
$1.58B +$154M +11% 6.58% 67.9% 281 6.76% 3.8
Simon Quick Advisors
1535
Simon Quick Advisors
New Jersey
$1.58B +$167M +12% 6.17% 77.8% 457 18.6% 2.2
EverSource Wealth Advisors
1536
EverSource Wealth Advisors
Alabama
$1.58B +$73.6M +5% 7.28% 98.1% 3,165 7.11% 1.7
Parsons Capital Management
1537
Parsons Capital Management
Rhode Island
$1.58B +$110M +7% 9.25% 97.4% 456 5.92% 6.4
Compass Capital Management
1538
Compass Capital Management
Minnesota
$1.58B +$85.7M +6% 7.96% 65.5% 36 5.56% 8.1
Oxford Financial Group
1539
Oxford Financial Group
Indiana
$1.58B +$61.6M +4% 6.45% 77.2% 332 14.76% 3
Foster & Motley
1540
Foster & Motley
Ohio
$1.58B +$122M +8% 8.43% 68.8% 393 7.38% 4.7
Community Trust & Investment
1541
Community Trust & Investment
Kentucky
$1.58B +$111M +8% 7.27% 123% 132 15.15% 3.4
Centaurus Financial
1542
Centaurus Financial
California
$1.57B +$70.3M +5% 5.49% 83.5% 878 14.35% 3
Mane Global Capital Management
1543
Mane Global Capital Management
New York
$1.57B +$109M +7% 14.5% 423% 72 69.44% 0.2
Kimmeridge Energy Management
1544
Kimmeridge Energy Management
New York
$1.57B -$48.3M -3% 8.46% 19.7% 4 0% 1.9
Point72 Europe
1545
Point72 Europe
United Kingdom
$1.57B +$356M +29% 7.39% 95.4% 195 73.33% 0.2
IFG Advisory
1546
IFG Advisory
Georgia
$1.57B +$11.4M +0.7% 7.18% 70.1% 636 42.3% 3.3
Summit Global Investments
1547
Summit Global Investments
Utah
$1.57B +$86.4M +6% 6.2% 68.4% 601 36.61% 1.4
Mar Vista Investment Partners
1548
Mar Vista Investment Partners
California
$1.57B -$464M -23% 6.72% 73.9% 61 3.28% 5.3
Bar Harbor Wealth Management
1549
Bar Harbor Wealth Management
New Hampshire
$1.57B +$57.1M +4% 6.7% 85% 270 5.19% 6.6
First National Bank of Omaha
1550
First National Bank of Omaha
Nebraska
$1.57B +$44.9M +3% 6.21% 70.9% 319 8.46% 6.3