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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)
LBMC Investment Advisors
1801
LBMC Investment Advisors
Tennessee
$1.27B +$112M +10% 7.88% 52.8% 198 7.07% 4.7
Kontiki Capital Management (HK)
1802
Kontiki Capital Management (HK)
Hong Kong
$1.26B +$258M +26% 16.1% 90.6% 9 0% 3.4
Hemenway Trust Hemenway Trust
1803
Hemenway Trust Hemenway Trust
New Hampshire
$1.26B +$95.9M +8% 6.21% 87.2% 141 12.77% 6
Philosophy Capital Management
1804
Philosophy Capital Management
California
$1.26B -$453M -26% 9.72% 77.5% 38 36.84% 1
Alaska Permanent Capital Management
1805
Alaska Permanent Capital Management
Alaska
$1.26B +$93.7M +8% 6.28% 42.8% 42 21.43% 3.7
KNB
1806
KHAZANAH NASIONAL BERHAD
$1.26B +$232M +22% 6.73% 73.6% 36 61.11% 0.9
Invictus Private Wealth
1807
Invictus Private Wealth
Colorado
$1.26B +$71.7M +6% 5.1% 84.2% 88 7.95% 1.6
ProVise Management Group
1808
ProVise Management Group
Florida
$1.26B +$87.2M +7% 6.89% 66.8% 306 6.86% 6.2
Wesleyan Assurance Society
1809
Wesleyan Assurance Society
United Kingdom
$1.26B +$107M +9% 7.65% 102% 106 2.83% 4.5
Taiyo Life Insurance Company
1810
Taiyo Life Insurance Company
Japan
$1.26B +$10.7M +0.9% 4.52% 90.5% 13 0% 2.9
London & Capital Asset Management
1811
London & Capital Asset Management
United Kingdom
$1.26B +$77.4M +7% 6.79% 88.8% 86 15.12% 2.6
AlphaStar Capital Management
1812
AlphaStar Capital Management
North Carolina
$1.26B +$178M +16% 5.82% 69.5% 389 25.71% 2
General Electric
1813
General Electric
Ohio
$1.26B -$1.13B -47% 20.8% 23.2% 2 0% 1.8
Sofinnova Investments
1814
Sofinnova Investments
California
$1.26B -$664M -35% 8.88% 450% 95 51.58% 1
Nicola Wealth Management
1815
Nicola Wealth Management
British Columbia, Canada
$1.26B +$140M +13% 10.6% 56.1% 112 10.71% 2.4
FAS Wealth Partners
1816
FAS Wealth Partners
Kansas
$1.26B +$100M +9% 6.81% 72.3% 460 9.13% 4.5
Siemens Fonds Invest
1817
Siemens Fonds Invest
Germany
$1.26B -$78.7M -6% 6.89% 126% 463 13.39% 2.5
NewSquare Capital
1818
NewSquare Capital
Pennsylvania
$1.26B +$95M +8% 6.52% 76.5% 389 21.59% 4.2
ACM
1819
Ashe Capital Management
New Jersey
$1.26B +$44.1M +4% 4.83% 70.7% 7 0% 5.5
Freedom Investment Management
1820
Freedom Investment Management
Connecticut
$1.26B +$33.7M +3% 6.47% 68.5% 845 18.93% 3.2
Verdence Capital Advisors
1821
Verdence Capital Advisors
Maryland
$1.26B +$132M +12% 7.12% 104% 662 14.35% 2.9
Private Wealth Partners
1822
Private Wealth Partners
California
$1.25B -$93.7M -7% 3.57% 132% 178 11.8% 3.7
GAM Holding
1823
GAM Holding
Switzerland
$1.25B -$49.1M -4% 5.5% 130% 174 21.26% 3.9
Trust Asset Management
1824
Trust Asset Management
Texas
$1.25B +$66.7M +6% 5.93% 91.1% 232 6.03% 3.2
Kimelman & Baird
1825
Kimelman & Baird
New York
$1.25B +$40.9M +3% 4.81% – 376 4.26% 2.4