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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)
Traynor Capital Management
1876
Traynor Capital Management
Pennsylvania
$1.19B -$310M -21% 8.2% 244% 332 32.23% 3.4
Plato Investment Management
1877
Plato Investment Management
Australia
$1.19B -$174M -13% 2.39% 156% 629 23.21% 0.9
PDS Planning
1878
PDS Planning
Ohio
$1.19B +$60.7M +5% 0.32% 69.1% 491 12.63% 2.7
Alaska Permanent Capital Management
1879
Alaska Permanent Capital Management
Alaska
$1.19B -$30.7M -3% 0.21% 42.8% 46 36.96% 4.6
Fifth Third Securities
1880
Fifth Third Securities
Ohio
$1.19B +$8.26M +0.7% 1.99% 62.7% 305 9.18% 1.9
Gilead Sciences
1881
Gilead Sciences
California
$1.18B -$370M -24% 20.2% – 16 12.5% 0.3
Board of Trustees of The Leland Stanford Junior University
1882
Board of Trustees of The Leland Stanford Junior University
California
$1.18B +$10M +0.9% 5.82% 142% 23 13.04% 3.4
Recurrent Investment Advisors
1883
Recurrent Investment Advisors
Texas
$1.18B +$90.9M +8% 4.54% 99.7% 68 8.82% 3
Founders Financial Securities
1884
Founders Financial Securities
Maryland
$1.18B +$70.9M +6% 1.18% 71% 510 24.51% 2.2
TA
1885
Trivest Advisors
Hong Kong
$1.18B -$1.02B -46% 20.1% 2,977% 54 77.78% 0.6
Campbell Newman Asset Management
1886
Campbell Newman Asset Management
Wisconsin
$1.18B -$62.2M -5% 0.31% 116% 108 7.41% 6.3
ProVise Management Group
1887
ProVise Management Group
Florida
$1.18B +$11.9M +1% 0.93% 66.8% 263 7.22% 7
Kathmere Capital Management
1888
Kathmere Capital Management
Pennsylvania
$1.18B +$63.1M +6% 0.72% 68.3% 459 15.9% 1.8
Koshinski Asset Management
1889
Koshinski Asset Management
Illinois
$1.18B +$9.11M +0.8% 1.5% 82.9% 666 11.11% 3
Nixon Peabody Trust
1890
Nixon Peabody Trust
Massachusetts
$1.18B -$35.9M -3% 2.78% 101% 162 14.81% 2.9
Madison Avenue Partners
1891
Madison Avenue Partners
New York
$1.18B +$233M +25% 5.09% 284% 23 39.13% 1.2
Kimelman & Baird
1892
Kimelman & Baird
New York
$1.18B -$81.2M -6% 1.69% – 361 4.99% 2.9
Hilton Capital Management
1893
Hilton Capital Management
New York
$1.18B +$20.9M +2% 1.4% 58.2% 182 21.98% 2.3
Beaird Harris Wealth Management
1894
Beaird Harris Wealth Management
Texas
$1.18B +$18.6M +2% 0.43% 41.3% 546 15.93% 2
AlphaCore Capital
1895
AlphaCore Capital
California
$1.18B +$714M +154% 1.32% 91.5% 788 69.42% 0.6
VR Adviser
1896
VR Adviser
New York
$1.18B -$282M -19% 17.8% 1,698% 41 19.51% 1.2
Morningstar Investment Management
1897
Morningstar Investment Management
Illinois
$1.17B -$93.7M -7% 1.36% 48.2% 216 68.98% 2.3
GDS Wealth Management
1898
GDS Wealth Management
Texas
$1.17B +$75.3M +7% 2.1% 95.1% 186 18.28% 2
Nationwide Fund Advisors
1899
Nationwide Fund Advisors
Ohio
$1.17B -$76.8M -6% 0.09% 34.1% 7 0% 3.5
NBC Securities
1900
NBC Securities
Alabama
$1.17B +$1.17B +107,204% 0.49% 93.1% 2,157 44% 0.8