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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)
True Link Financial Advisors
2076
True Link Financial Advisors
California
$690M +$28.6M +4% 4.5% 26.8% 135 15.56% 1.3
Webster Bank
2077
Webster Bank
Connecticut
$690M -$42.8M -6% 4.45% 77.5% 544 3.31% 5
Mesirow Institutional Investment Management
2078
Mesirow Institutional Investment Management
Illinois
$690M – – 0.56% – 110 – 0
Simplicity Solutions
2079
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 5.08% 37.1% 727 24.21% 1.9
Harvey Investment Company
2080
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 1.32% 56.4% 90 2.22% 7
Matthews International Capital Management
2081
Matthews International Capital Management
California
$688M -$8.24M -1% 7.71% 227% 43 13.95% 2.1
First Command Bank
2082
First Command Bank
Texas
$688M +$1.61M +0.2% 7.38% 34.1% 481 27.03% 3.6
First Command Financial Services
2083
First Command Financial Services
Texas
$688M +$1.61M +0.2% 7.38% 34.4% 481 27.03% 3.6
Sound Income Strategies
2084
Sound Income Strategies
Florida
$688M -$62.2M -8% 7.21% 31.4% 1,016 11.32% 2.7
Willis Johnson & Associates
2085
Willis Johnson & Associates
Texas
$687M -$30.5M -4% 5.82% 50.9% 108 13.89% 1.2
Grassi Investment Management
2086
Grassi Investment Management
California
$686M -$70.9M -9% 7.39% 170% 126 4.76% 5.4
Foster Victor Wealth Advisors
2087
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 5.35% 78.2% 147 10.2% 2.3
Arrow Financial
2088
Arrow Financial
New York
$686M -$47.7M -6% 5.06% 66.5% 355 5.35% 6.1
Yakira Capital Management
2089
Yakira Capital Management
Connecticut
$685M +$47.9M +8% 3.85% 74.1% 518 30.12% 0.7
Advocacy Wealth Management Services
2090
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 3.6% 48.3% 156 17.95% 2.8
First Trust Direct Indexing
2091
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 5.16% 69% 685 11.82% 1.3
Graticule Asia Macro Advisors
2092
Graticule Asia Macro Advisors
New York
$684M +$466M +214% 3.28% – 62 77.42% 0.4
Perpetual Investment Management
2093
Perpetual Investment Management
Australia
$684M +$759K +0.1% 6.5% – 224 14.73% 1.3
Bouchey Financial Group
2094
Bouchey Financial Group
New York
$684M +$60.3M +10% 3.86% 66.7% 94 17.02% 3.3
RIM
2095
Redpoint Investment Management
Australia
$684M -$162M -19% 5.31% 35.9% 620 7.74% 3.3
Harvey Partners
2096
Harvey Partners
New York
$683M +$228M +50% 1.68% 174% 40 32.5% 1.9
Berger Financial Group
2097
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 5.26% 59.9% 266 21.43% 1.2
Kovack Advisors
2098
Kovack Advisors
Florida
$681M -$76.9M -10% 3.98% 118% 664 21.23% 2.9
BPIM
2099
Brant Point Investment Management
New York
$680M +$5.93M +0.9% 2.24% 169% 113 38.94% 2.4
Hills Bank & Trust
2100
Hills Bank & Trust
Iowa
$679M +$64M +10% 5.61% 52.8% 258 10.47% 4.5