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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)
Berger Financial Group
1951
Berger Financial Group
Minnesota
$871M -$11M -1% 3.18% 59.9% 298 10.74% 1.7
Riposte Capital
1952
Riposte Capital
New York
$870M +$627M +257% 5.9% 370% 31 58.06% 0.4
Koshinski Asset Management
1953
Koshinski Asset Management
Illinois
$870M -$63.2M -7% 2.99% 76.5% 637 15.86% 2.7
MIM
1954
Marco Investment Management
Georgia
$870M -$56M -6% 2.2% 127% 208 8.17% 6.9
Grassi Investment Management
1955
Grassi Investment Management
California
$869M -$39.6M -4% 1.94% 170% 131 10.69% 5.8
KCM
1956
Kingdon Capital Management
New York
$868M -$190M -18% 1.09% 217% 110 62.73% 0.7
BTC Capital Management
1957
BTC Capital Management
Iowa
$866M -$58.7M -6% 2.75% – 245 4.49% 3.8
Kryger Capital
1958
Kryger Capital
United Kingdom
$866M -$111M -11% 10.9% 421% 22 77.27% 0.3
StrategIQ Financial Group
1959
StrategIQ Financial Group
Indiana
$864M -$12.4M -1% 3.15% 12.6% 313 6.39% 4
DigitalBridge Group
1960
DigitalBridge Group
Florida
$864M +$29.8M +4% 5.25% 161% 75 36% 1
Essex Financial Services
1961
Essex Financial Services
Connecticut
$864M -$15.7M -2% 2.11% 87.7% 495 9.29% 4.2
59 North Capital Management
1962
59 North Capital Management
Texas
$864M -$12.4M -1% 4.53% 81.4% 14 28.57% 1.2
Capital Investment Services of America
1963
Capital Investment Services of America
Wisconsin
$862M -$54.3M -6% 4.51% 50.7% 73 4.11% 6.5
Poplar Forest Capital
1964
Poplar Forest Capital
California
$862M +$97.6M +13% 2.4% 30% 55 9.09% 4.6
Kopernik Global Investors
1965
Kopernik Global Investors
Florida
$861M -$115M -12% 0.23% 128% 35 17.14% 3.1
Hills Bank & Trust
1966
Hills Bank & Trust
Iowa
$861M +$83.3M +11% 3.26% 52.8% 277 13% 4.7
WealthPLAN Partners
1967
WealthPLAN Partners
Nebraska
$861M +$154M +22% 3.57% 71.6% 1,264 75.32% 3.9
Geller Advisors
1968
Geller Advisors
New York
$860M +$58.6M +7% 3.29% 20.4% 270 17.41% 1.7
Bramshill Investments
1969
Bramshill Investments
Florida
$860M -$240M -22% 7.54% 3.6% 167 29.34% 1.8
Permian Investment Partners
1970
Permian Investment Partners
Texas
$860M -$32.2M -4% 0.56% 78.6% 21 33.33% 1.3
Folger Nolan Fleming Douglas Capital Management
1971
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$859M -$59.7M -7% 5.03% 77.5% 169 5.33% 7.5
Crestline Management
1972
Crestline Management
Texas
$858M -$99.2M -10% 6.93% 80.2% 200 54.5% 0.5
Foster Victor Wealth Advisors
1973
Foster Victor Wealth Advisors
South Carolina
$858M -$41.5M -5% 2.46% 78.2% 174 16.67% 2.7
Stack Financial Management
1974
Stack Financial Management
Montana
$858M -$35.5M -4% 2.02% 58.4% 45 22.22% 4.8
MainStreet Investment Advisors
1975
MainStreet Investment Advisors
Illinois
$858M -$63.2M -7% 3.97% 61% 180 2.22% 3.5