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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)
Guardian Wealth Advisors (North Carolina)
1751
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.54B +$122M +9% 6.27% 58.9% 576 42.53% 2.3
Avalon Trust
1752
Avalon Trust
New Mexico
$1.54B +$172M +13% 16% 118% 643 42.92% 1.1
Trustmark National Bank Trust Department
1753
Trustmark National Bank Trust Department
Mississippi
$1.54B +$92.1M +6% 5.92% 58.6% 284 6.69% 5.7
Baader Bank Aktiengesellschaft
1754
Baader Bank Aktiengesellschaft
Germany
$1.54B +$148M +11% 11.8% 155% 621 51.37% 1
Regal Investment Advisors
1755
Regal Investment Advisors
Michigan
$1.54B +$202M +15% 6.9% 64.7% 528 11.36% 3.1
CA
1756
Cullinan Associates
Kentucky
$1.54B +$19.7M +1% 6.68% 107% 217 5.07% 6.8
Aureus Asset Management
1757
Aureus Asset Management
Massachusetts
$1.54B -$27.5M -2% 6.58% 93.9% 210 7.62% 4.9
NBT Bank
1758
NBT Bank
New York
$1.54B +$78.9M +5% 7.64% 77% 869 13.12% 3.4
Baldwin Wealth Partners
1759
Baldwin Wealth Partners
Massachusetts
$1.54B +$62.7M +4% 8.45% 94.5% 234 7.26% 6.9
PIMG
1760
Patriot Investment Management Group
Tennessee
$1.53B +$88.3M +6% 5.86% 52.9% 250 5.6% 4.6
Rakuten Group
1761
Rakuten Group
Japan
$1.53B -$91.5M -6% 5.1% – 4 75% 0.2
Cumberland Partners
1762
Cumberland Partners
Ontario, Canada
$1.53B +$88.2M +6% 6.97% 101% 193 28.5% 2.5
AlphaQuest
1763
AlphaQuest
New York
$1.53B +$512M +50% 6.9% – 2,291 15.76% 1
Triglav Skladi
1764
Triglav Skladi
Slovenia
$1.53B +$145M +11% 11.3% – 148 16.89% 0.6
Ameritas Advisory Services
1765
Ameritas Advisory Services
Nebraska
$1.53B -$390M -20% 8.23% 68.7% 2,998 35.16% 1.1
Avestar Capital
1766
Avestar Capital
New York
$1.53B +$63.8M +4% 11.2% 101% 540 19.81% 2.3
Point72 (DIFC)
1767
Point72 (DIFC)
United Arab Emirates
$1.53B -$1.12B -42% 4.78% – 1,997 69.25% 0.4
Foster Dykema Cabot & Partners
1768
Foster Dykema Cabot & Partners
Massachusetts
$1.52B +$102M +7% 6.68% – 426 20.66% 1.2
Maple Capital Management
1769
Maple Capital Management
Vermont
$1.52B +$62.7M +4% 7.74% 100% 120 8.33% 6.3
Angeles Investment Advisors
1770
Angeles Investment Advisors
California
$1.52B -$246M -14% 7.33% 78.3% 35 25.71% 2.4
Polaris Capital Management
1771
Polaris Capital Management
Massachusetts
$1.52B +$18.8M +1% 8.62% 94.4% 97 12.37% 4.6
No Street GP LP
1772
No Street GP LP
California
$1.52B +$163M +12% 15.3% 246% 35 34.29% 1.3
Cacti Asset Management
1773
Cacti Asset Management
Georgia
$1.52B +$113M +8% 15.4% 171% 76 0% 9.3
Phillips Financial Management
1774
Phillips Financial Management
Indiana
$1.52B +$138M +10% 5.32% 45.6% 313 13.42% 3.9
GDS Wealth Management
1775
GDS Wealth Management
Texas
$1.51B +$144M +11% 4.7% 82.2% 191 10.99% 2.2