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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)
1834 Investment Advisors
2051
1834 Investment Advisors
Wisconsin
$839M +$4.56M +0.5% 4.17% 68.7% 250 10.8% 4.4
Ghisallo Capital Management
2052
Ghisallo Capital Management
Massachusetts
$838M +$422M +101% 5.34% 122% 134 59.7% 0.3
First Nebraska Trust
2053
First Nebraska Trust
Nebraska
$838M +$44M +6% 4.73% 67.9% 177 7.34% 5.7
TD Capital Management
2054
TD Capital Management
Tennessee
$837M +$29.6M +4% 4.19% 40.5% 422 4.74% 1.8
Wealthquest
2055
Wealthquest
Ohio
$837M +$66.2M +9% 5.41% 52.1% 127 11.02% 3.9
Beaird Harris Wealth Management
2056
Beaird Harris Wealth Management
Texas
$835M +$278M +50% 1.57% 41.3% 502 10.56% 1.2
JNBA Financial Advisors
2057
JNBA Financial Advisors
Minnesota
$834M +$65.7M +9% 4.06% 61.8% 757 11.36% 4.4
DigitalBridge Group
2058
DigitalBridge Group
Florida
$834M -$17.3M -2% 0.5% 161% 65 24.62% 1
Condor Capital Management
2059
Condor Capital Management
New Jersey
$834M +$36.6M +5% 6.4% 58.2% 218 22.02% 4.6
Retirement Investment Advisors
2060
Retirement Investment Advisors
Oklahoma
$834M +$275M +49% 4.07% – 78 29.49% 0.4
Hilton Capital Management
2061
Hilton Capital Management
New York
$833M +$68.3M +9% 4.75% 58.2% 165 43.03% 1.9
Fusion Family Wealth
2062
Fusion Family Wealth
New York
$832M +$54.4M +7% 4.68% 58.2% 46 15.22% 3.5
Silicon Valley Community Foundation
2063
Silicon Valley Community Foundation
California
$832M +$137M +20% 33% 309% 18 0% 2.1
CQS (US)
2064
CQS (US)
New York
$832M +$27.9M +3% 3.34% 15% 74 10.81% 1.7
L1 Capital
2065
L1 Capital
Australia
$831M +$113M +16% 0.14% 127% 16 43.75% 0.9
Charles Schwab Trust
2066
Charles Schwab Trust
Nevada
$830M +$1.54M +0.2% 3.6% 52.7% 146 8.9% 2.6
Arrow Financial
2067
Arrow Financial
New York
$829M +$61.6M +8% 5.25% 66.5% 329 3.04% 7
HEC
2068
Hudson Executive Capital
New York
$829M -$10.1M -1% 7.98% 127% 6 16.67% 3.3
Quantum Capital Management (New Jersey)
2069
Quantum Capital Management (New Jersey)
New Jersey
$829M +$54.4M +7% 11.4% 22.7% 26 0% 6.2
Voss Capital
2070
Voss Capital
Texas
$828M +$50.4M +6% 11.1% 78.4% 60 51.67% 0.9
Freemont Management
2071
Freemont Management
Switzerland
$828M +$116M +16% 9.21% 113% 109 23.85% 1.3
True Link Financial Advisors
2072
True Link Financial Advisors
California
$828M +$28.9M +4% 1.61% 26.8% 123 11.38% 1.9
Inspire Investing
2073
Inspire Investing
Idaho
$827M +$40.9M +5% 5.97% 107% 835 12.1% 2
SGCIA
2074
Smith Graham & Co Investment Advisors
Texas
$827M +$3.74M +0.5% 5.74% 56.9% 142 4.93% 6.4
Bouchey Financial Group
2075
Bouchey Financial Group
New York
$826M +$69.3M +9% 6.93% 66.7% 117 17.09% 3.2