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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)
ARS Investment Partners
1776
ARS Investment Partners
New York
$1.51B +$144M +10% 22.8% 260% 217 20.74% 3.2
Kentucky Retirement Systems Insurance Trust Fund
1777
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51B +$65.3M +5% 9.82% 115% 511 7.44% 6.7
Valley Wealth Managers
1778
Valley Wealth Managers
New Jersey
$1.51B +$122M +9% 9.4% 118% 334 15.57% 4.1
Chai Trust Company
1779
Chai Trust Company
Illinois
$1.51B -$120M -7% 0.54% 12.7% 13 30.77% 5.3
Strategy Capital
1780
Strategy Capital
California
$1.51B +$26.2M +2% 5.91% 316% 11 18.18% 3.7
Woodmont Investment Counsel
1781
Woodmont Investment Counsel
Tennessee
$1.51B -$4.58M -0.3% 6.9% 66.8% 285 12.28% 6.1
WealthPlan Investment Management
1782
WealthPlan Investment Management
Nebraska
$1.51B +$135M +10% 7.6% 74.2% 369 15.99% 1.6
Bain Capital Life Sciences Investors
1783
Bain Capital Life Sciences Investors
Massachusetts
$1.51B +$707M +89% 55.9% 507% 24 16.67% 3.4
OneAscent Financial Services
1784
OneAscent Financial Services
Alabama
$1.5B +$102M +7% 6.49% 63.8% 572 22.55% 0.9
Meritage Portfolio Management
1785
Meritage Portfolio Management
Kansas
$1.5B -$78.4M -5% 11.1% 97.4% 346 10.98% 3.7
Simmons Bank
1786
Simmons Bank
Arkansas
$1.5B +$97.7M +7% 9% 92.9% 340 5.29% 6.6
Adelante Capital Management
1787
Adelante Capital Management
California
$1.5B +$137M +10% 4.85% 43.2% 48 22.92% 4.4
Beaumont Financial Advisors
1788
Beaumont Financial Advisors
Massachusetts
$1.5B +$113M +8% 9% 93.3% 404 8.91% 4.5
Fiduciary Alliance
1789
Fiduciary Alliance
South Carolina
$1.49B +$152M +11% 10.6% 104% 519 11.75% 1.1
Lombard Odier Asset Management (USA)
1790
Lombard Odier Asset Management (USA)
New York
$1.49B +$177M +13% 11.9% 96.8% 492 41.87% 0.6
KMG Fiduciary Partners
1791
KMG Fiduciary Partners
Ohio
$1.49B +$140M +10% 8.35% 114% 300 5% 3.4
Appleton Partners
1792
Appleton Partners
Massachusetts
$1.49B +$76.8M +5% 8.2% 101% 262 6.49% 6.7
Creative Financial Designs
1793
Creative Financial Designs
Indiana
$1.49B +$100M +7% 5.68% 56.2% 2,138 10.34% 3.1
Asset Dedication LLC
1794
Asset Dedication LLC
California
$1.49B +$111M +8% 6.88% 67.8% 1,259 15.49% 3.3
Koshinski Asset Management
1795
Koshinski Asset Management
Illinois
$1.49B +$163M +12% 7.46% 76.5% 748 12.83% 3
Hikari Tsushin Inc
1796
Hikari Tsushin Inc
Japan
$1.49B +$69.4M +5% 6.8% 59.5% 79 6.33% 5.1
Diversified Enterprises
1797
Diversified Enterprises
Delaware
$1.48B +$145M +11% 6.95% – 334 10.18% 0.8
Stephens Group Asset Management
1798
Stephens Group Asset Management
Arkansas
$1.48B +$93.8M +7% 5.45% 51.4% 32 18.75% 6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1799
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.48B +$102M +7% 7.89% 79.4% 62 8.06% 3.4
Cornerstone Wealth Group
1800
Cornerstone Wealth Group
North Carolina
$1.48B +$148M +11% 8.29% 96% 365 15.07% 2.1