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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)
Johnson Financial Group LLC (Colorado)
1801
Johnson Financial Group LLC (Colorado)
Colorado
$1.5B -$114M -7% 1.97% 66.9% 194 42.78% 1.2
Aureus Asset Management
1802
Aureus Asset Management
Massachusetts
$1.5B -$68.6M -4% 3.66% 93.9% 253 31.62% 4.2
TP
1803
Theleme Partners
United Kingdom
$1.5B -$35M -2% 5.96% 35.5% 10 20% 1.8
No Street GP LP
1804
No Street GP LP
California
$1.5B +$14.3M +1% 0.63% 246% 41 41.46% 1.1
Rheos Capital Works
1805
Rheos Capital Works
Japan
$1.5B -$62M -4% 0.13% 220% 87 39.08% 1.3
Seven Grand Managers
1806
Seven Grand Managers
New York
$1.5B +$183M +14% 11.2% 281% 214 57.48% 0.3
CPA
1807
Capital Performance Advisors
California
$1.5B +$85.2M +6% 0.19% 71% 523 25.05% 1
Maple Capital Management
1808
Maple Capital Management
Vermont
$1.49B -$94.8M -6% 3.05% 114% 123 8.94% 6
Simmons Bank
1809
Simmons Bank
Arkansas
$1.49B -$2.56M -0.2% 2.26% 92.9% 351 9.12% 6.6
Quintet Private Bank (Europe)
1810
Quintet Private Bank (Europe)
Luxembourg
$1.49B -$230M -13% 6.24% 111% 211 18.01% 2.8
Armstrong Advisory Group
1811
Armstrong Advisory Group
Massachusetts
$1.49B +$11.2M +0.8% 0.91% 55.6% 1,004 9.66% 2.3
Rush Island Management
1812
Rush Island Management
New York
$1.49B -$110M -7% 5.12% 15.5% 26 50% 1
Nexpoint Asset Management
1813
Nexpoint Asset Management
Texas
$1.49B +$55.4M +4% 7.68% 253% 111 50.45% 1.2
Tema ETFs
1814
Tema ETFs
New York
$1.49B +$201M +16% 10.6% – 590 8.14% 0.6
UHLMANN PRICE SECURITIES
1815
UHLMANN PRICE SECURITIES
Illinois
$1.49B +$1.32B +783% 17.5% – 263 28.52% 1
Plato Investment Management
1816
Plato Investment Management
Australia
$1.49B -$41.2M -3% 2.32% – 554 14.26% 1.7
Lutz Financial Services
1817
Lutz Financial Services
Nebraska
$1.49B +$17.6M +1% 0.37% 35.3% 102 1.96% 4.9
Angeles Investment Advisors
1818
Angeles Investment Advisors
California
$1.49B -$11.1M -0.7% 1.18% 78.3% 33 24.24% 2.6
First American Trust
1819
First American Trust
California
$1.49B +$31.3M +2% 0.44% 84.6% 313 15.65% 3.5
Oak Associates
1820
Oak Associates
Ohio
$1.49B -$178M -11% 3.44% 152% 152 21.71% 5.6
Ally Invest Advisors
1821
Ally Invest Advisors
North Carolina
$1.49B +$36.8M +3% 0.73% 41.1% 76 1.32% 3.5
M Holdings Securities
1822
M Holdings Securities
Oregon
$1.48B +$82.4M +6% 0.1% 83.9% 319 16.61% 0.5
BTC Capital Management
1823
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 2.44% – 214 6.54% 5.1
SFMG Wealth Advisors
1824
SFMG Wealth Advisors
Texas
$1.48B -$14.8M -1% 0.42% 76.1% 341 13.49% 4
American Assets Investment Management
1825
American Assets Investment Management
California
$1.47B +$24.8M +2% 5.88% 520% 149 4.7% 7.3