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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
DILH
1926
Dai-ichi Life Holdings
Japan
$666M +$17.2M +3% 2.65% 1 0%
LWA
1927
Lenox Wealth Advisors
New York
$665M +$34.4M +5% 5.89% 35.7% 693 24.39%
CT
1928
Coastline Trust
Rhode Island
$665M +$31.9M +5% 7.71% 79.1% 320 6.88%
PP
1929
Prospector Partners
Connecticut
$665M +$90.2M +16% 5.48% 53.6% 114 14.04%
TNB
1930
Thomasville National Bank
Georgia
$665M +$20.4M +3% 6.72% 200 8%
GC
1931
Garde Capital
Washington
$664M -$27.1M -4% 7.73% 51.5% 198 39.9%
GGI
1932
Godsey & Gibb Inc
Virginia
$664M +$38.9M +6% 7.2% 78.9% 87 12.64%
VHAM
1933
Van Hulzen Asset Management
California
$664M -$1.24M -0.2% 9.01% 75.5% 286 18.18%
PAM
1934
Palisade Asset Management
Minnesota
$664M +$36.9M +6% 8.02% 61.8% 170 3.53%
TCM
1935
TD Capital Management
Tennessee
$664M +$54.3M +9% 5.17% 33.9% 301 11.96%
AWA
1936
Arete Wealth Advisors
Illinois
$664M +$86.4M +15% 7.52% 63.9% 422 22.27%
AW
1937
ACG Wealth
Georgia
$663M +$50.4M +8% 10.8% 45.5% 308 16.56%
AAIM
1938
Asset Advisors Investment Management
Georgia
$662M +$35.6M +6% 9.73% 58.7% 193 55.96%
FG
1939
Fiduciary Group
Georgia
$662M +$62.7M +10% 7.78% 57.4% 215 11.63%
AWCI
1940
Alpine Woods Capital Investors
New York
$662M +$142M +27% 10% 91.1% 265 16.23%
CB
1941
Community Bank
New York
$662M +$66.3M +11% 7.41% 58.7% 498 12.85%
CAM
1942
Carret Asset Management
New York
$661M +$44.9M +7% 9.15% 80.2% 268 8.58%
NIM
1943
Nexus Investment Management
Ontario, Canada
$660M +$10.1M +2% 5.18% 77.5% 67 7.46%
KA
1944
Kintegral Advisory
New York
$660M +$38M +6% 11.7% 94.4% 266 0%
ACP
1945
Arcus Capital Partners
Georgia
$659M +$298M +83% 72.5% 82.6% 87 50.57%
TFS
1946
TrustCore Financial Services
Tennessee
$658M +$80M +14% 9.92% 28.3% 969 17.65%
MPMG
1947
Minneapolis Portfolio Management Group
Minnesota
$658M +$22M +3% 14.9% 114% 30 10%
VP
1948
venBio Partners
California
$658M +$538M +447% 13.3% 648% 8 50%
GF
1949
Greenhouse Funds
Maryland
$656M -$12.4M -2% 7.91% 51% 49 51.02%
TIAAOA
1950
Teachers Insurance & Annuity Association of America
New York
$656M -$177M -21% 2% 158 2.53%