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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)
Tran Capital Management
1951
Tran Capital Management
California
$791M +$9.24M +1% 6.74% 173% 40 10% 2.5
Criteria Caixa
1952
Criteria Caixa
Spain
$790M +$88.6M +13% 13% 35.5% 57 42.11% 1.6
Globeflex Capital
1953
Globeflex Capital
California
$790M +$208M +36% 14.9% 186% 546 22.89% 1.9
Salomon & Ludwin
1954
Salomon & Ludwin
Virginia
$789M +$122M +18% 8.28% 52.6% 167 15.57% 1.8
First Command Bank
1955
First Command Bank
Texas
$788M +$100M +15% 10.2% 34.1% 425 16.71% 3.7
First Command Financial Services
1956
First Command Financial Services
Texas
$788M +$100M +15% 10.2% 34.4% 425 16.71% 3.7
Conservest Capital Advisors
1957
Conservest Capital Advisors
Pennsylvania
$788M +$77.4M +11% 9.25% 58.6% 91 98.9% 0
Security Benefit Life Insurance Company
1958
Security Benefit Life Insurance Company
Kansas
$787M -$277M -26% 0.8% 60.6% 109 22.02% 0.8
Petrus Trust Company
1959
Petrus Trust Company
Texas
$787M +$84.3M +12% 5.4% 36.9% 570 76.32% 0.3
Taurus Asset Management
1960
Taurus Asset Management
New York
$787M +$39.9M +5% 8.98% 26.9% 90 3.33% 6.2
Harvey Partners
1961
Harvey Partners
New York
$787M +$104M +15% 22.2% 174% 44 36.36% 1.7
Naples Global Advisors
1962
Naples Global Advisors
Florida
$787M +$60.3M +8% 9.51% 103% 392 7.4% 4.9
SC
1963
Sasco Capital
Connecticut
$786M +$114M +17% 17.5% 15.5% 52 11.54% 3.5
Core Alternative Capital
1964
Core Alternative Capital
Georgia
$786M +$159M +25% 10.9% 74.5% 450 14% 1.2
E-L Financial Corp
1965
E-L Financial Corp
Ontario, Canada
$786M +$37.7M +5% 7.02% 68.6% 1 0% 6
Foster Victor Wealth Advisors
1966
Foster Victor Wealth Advisors
South Carolina
$786M +$100M +15% 10.3% 78.2% 172 23.84% 2.1
RVW Wealth
1967
RVW Wealth
California
$785M +$72.5M +10% 8.75% 65.8% 156 23.72% 1.8
Sound Income Strategies
1968
Sound Income Strategies
Florida
$785M +$97.1M +14% 9.82% 31.4% 1,036 12.64% 2.9
CVI Holdings
1969
CVI Holdings
Delaware
$784M -$507M -39% 0.67% 25.8% 914 36.21% 1.1
Zhang Financial
1970
Zhang Financial
Michigan
$784M +$121M +18% 8.3% 67.9% 240 15% 3.1
Ninepoint Partners
1971
Ninepoint Partners
Ontario, Canada
$783M -$18.9M -2% 9.55% 82.6% 98 37.76% 1.2
Bowie Capital Management
1972
Bowie Capital Management
Texas
$782M -$168M -18% 10.1% 31.6% 44 18.18% 3
Wealthcare Capital Management
1973
Wealthcare Capital Management
Virginia
$782M -$9.36M -1% 4.33% 46.2% 73 15.07% 4.7
CC
1974
Cornerstone Capital
California
$781M +$69M +10% 8.6% 91.2% 96 16.67% 5.2
Hilltop Holdings
1975
Hilltop Holdings
Texas
$780M +$41.3M +6% 7.81% 96.7% 566 16.43% 3.3