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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)
Roundview Capital
1726
Roundview Capital
New Jersey
$1.61B -$20.3M -1% 2.11% 77.7% 356 11.52% 5.8
Koshinski Asset Management
1727
Koshinski Asset Management
Illinois
$1.6B +$51.1M +3% 0.55% 82.9% 766 11.88% 3.3
Shapiro Capital Management
1728
Shapiro Capital Management
Georgia
$1.6B -$294M -16% 7.29% 40.7% 55 21.82% 3.2
Mogy Joel R Investment Counsel
1729
Mogy Joel R Investment Counsel
California
$1.6B -$246M -13% 8.41% 121% 116 2.59% 8.7
First American Bank
1730
First American Bank
Illinois
$1.59B -$56.7M -3% 1.87% 114% 192 9.9% 5.8
Lee, Danner & Bass
1731
Lee, Danner & Bass
Tennessee
$1.59B +$197M +14% 2.26% – 253 10.28% 7.3
Guardian Wealth Advisors (North Carolina)
1732
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.59B -$21.4M -1% 2% 58.9% 628 44.43% 1.5
Vanguard National Trust
1733
Vanguard National Trust
Pennsylvania
$1.59B – – 2.36% – 751 – 0
Soltis Investment Advisors
1734
Soltis Investment Advisors
Utah
$1.59B +$68M +4% 0.57% 95.1% 613 19.25% 2.3
Nishkama Capital LLC
1735
Nishkama Capital LLC
Puerto Rico
$1.58B -$910M -36% 12.1% 723% 93 78.49% 0.3
DigitalBridge Group
1736
DigitalBridge Group
Florida
$1.58B +$274M +21% 10.2% 161% 81 35.8% 1.5
Sunbelt Securities
1737
Sunbelt Securities
Texas
$1.58B +$84.8M +6% 7.17% 83.5% 3,116 15.79% 2
Lakewood Capital Management
1738
Lakewood Capital Management
New York
$1.58B +$71.9M +5% 9.12% 45.4% 81 37.04% 2
B. Riley Wealth Advisors
1739
B. Riley Wealth Advisors
Florida
$1.58B -$588M -27% 1.04% 118% 1,148 32.93% 5
Cornerstone Wealth Group
1740
Cornerstone Wealth Group
North Carolina
$1.58B +$115M +8% 1.75% 108% 472 22.67% 2
Landscape Capital Management
1741
Landscape Capital Management
New Jersey
$1.58B +$84.8M +6% 1.41% 92.5% 1,008 60.91% 0.4
Foster Dykema Cabot & Partners
1742
Foster Dykema Cabot & Partners
Massachusetts
$1.57B -$55.5M -3% 1.91% 81.1% 332 3.61% 1.8
Alaska Permanent Fund
1743
Alaska Permanent Fund
Alaska
$1.57B +$8.48M +0.5% 1.04% 69.2% 7 14.29% 4.5
Stephens Group Asset Management
1744
Stephens Group Asset Management
Arkansas
$1.57B +$71.4M +5% 1.36% 51.4% 26 0% 6.5
AMI Asset Management
1745
AMI Asset Management
California
$1.57B -$198M -11% 5.8% 96.6% 103 18.45% 3.7
PIMG
1746
Patriot Investment Management Group
Tennessee
$1.57B -$11.7M -0.7% 0.86% 52.9% 245 4.49% 5.1
Governors Lane
1747
Governors Lane
New York
$1.56B -$123M -7% 0.46% 133% 249 55.42% 0.3
Fernbridge Capital Management
1748
Fernbridge Capital Management
California
$1.56B -$475M -23% 22.9% 12.4% 23 39.13% 1.9
Beese Fulmer Investment Management
1749
Beese Fulmer Investment Management
Ohio
$1.56B +$24M +2% 1.44% 124% 482 27.8% 4
1900 Wealth Management
1750
1900 Wealth Management
Texas
$1.56B -$1.64M -0.1% 1.72% 61% 265 13.58% 3.4