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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)
TruWealth Advisors
1701
TruWealth Advisors
Louisiana
$945M +$11.8M +1% 3.71% 56.3% 145 17.93% 1.2
Galvin Gaustad & Stein
1702
Galvin Gaustad & Stein
Arizona
$944M -$42.3M -4% 5.64% 60.7% 172 12.79% 1.5
Avenir Corporation
1703
Avenir Corporation
Virginia
$943M -$103M -10% 7.43% 34.4% 65 10.77% 5.2
Himension Capital (Singapore)
1704
Himension Capital (Singapore)
Singapore
$943M +$47.8M +5% 0.18% 492% 10 10% 1.4
Beryl Capital Management
1705
Beryl Capital Management
California
$942M -$25.3M -3% 24.5% 3,932% 68 80.88% 0.4
Cumberland Partners
1706
Cumberland Partners
Ontario, Canada
$942M -$106M -10% 5.93% 101% 176 26.14% 2.6
Pacific Heights Asset Management
1707
Pacific Heights Asset Management
California
$941M -$41.8M -4% 0.86% 181% 83 2.41% 7.1
Simplify Asset Management
1708
Simplify Asset Management
Nevada
$941M -$1.68B -64% 5.07% 45% 85 25.88% 0.6
Clough Capital Partners
1709
Clough Capital Partners
Massachusetts
$939M +$133M +17% 3.85% 175% 109 52.29% 0.9
Greenwich Wealth Management
1710
Greenwich Wealth Management
Connecticut
$938M +$183M +24% 4.26% 198% 250 13.2% 4.2
Laurel Wealth Advisors (California)
1711
Laurel Wealth Advisors (California)
California
$938M -$42.1M -4% 4.71% 33% 682 14.81% 2.6
Fosun International
1712
Fosun International
China
$936M +$214M +30% 12.7% 41.3% 74 20.27% 2.3
PSG Equity
1713
PSG Equity
Massachusetts
$934M +$158M +20% 20.9% 13.7% 2 50% 0.8
Brightworth
1714
Brightworth
Georgia
$933M +$635K +0.1% 5.99% 21.7% 133 9.02% 3.2
HSG Holding
1715
HSG Holding
Hong Kong
$932M -$151M -14% 19.7% 2.94% 21 4.76% 2.7
AlphaStar Capital Management
1716
AlphaStar Capital Management
North Carolina
$931M -$151M -14% 3.18% 69.5% 380 28.16% 1.8
Sheaff Brock Investment Advisors
1717
Sheaff Brock Investment Advisors
Indiana
$931M -$267M -22% 3.77% 61.9% 526 9.7% 4
Meridian Wealth Management
1718
Meridian Wealth Management
Kentucky
$929M -$293M -24% 2.92% 117% 580 19.48% 1.9
Francisco Partners Management
1719
Francisco Partners Management
California
$927M -$269M -22% 22% 14.3% 7 0% 1.1
Abrams Bison Investments
1720
Abrams Bison Investments
Maryland
$926M +$41.7M +5% 3.57% 170% 14 21.43% 1.7
Cambria Investment Management
1721
Cambria Investment Management
California
$925M +$154M +20% 2.55% 72% 284 20.77% 1.9
IFLIT
1722
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$924M -$98M -10% 9.06% 45.7% 19 10.53% 5
Pitcairn
1723
Pitcairn
Pennsylvania
$924M -$22.4M -2% 4.85% 111% 610 12.13% 4.2
McAdam LLC
1724
McAdam LLC
Pennsylvania
$922M -$23.4M -2% 5.66% 65.4% 228 8.33% 2.3
Avity Investment Management
1725
Avity Investment Management
Connecticut
$922M -$52.2M -5% 3.57% 119% 88 14.77% 5.7