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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 Private Wealth Advisors
2101
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 16.2% 89.2% 782 15.09% 1.1
Laurel Wealth Advisors (California)
2102
Laurel Wealth Advisors (California)
California
$546M +$111M +25% 19.8% 33% 404 19.55% 2.5
MIM
2103
Marco Investment Management
Georgia
$546M +$74.3M +16% 22.2% 127% 170 11.18% 5.1
Forward Management
2104
Forward Management
California
$546M +$32.3M +6% 16% 36.9% 49 34.69% 3.3
Cypress Capital Group
2105
Cypress Capital Group
Florida
$546M +$112M +26% 16.8% 97.8% 248 20.56% 3.7
Crestline Management
2106
Crestline Management
Texas
$546M +$198M +57% 35.4% 80.2% 178 92.13% 0
Regal Investment Advisors
2107
Regal Investment Advisors
Michigan
$545M +$477M +701% 19.4% 64.7% 330 91.82% 0.5
Arden Trust
2108
Arden Trust
Delaware
$545M +$42.6M +8% 18.2% 22.5% 838 62.89% 3.9
AA
2109
Ancient Art
Texas
$545M -$75.4M -12% 42.4% 168% 30 46.67% 1.5
Canandaigua National Corp
2110
Canandaigua National Corp
New York
$544M – – 18% – 269 – 0
RPGK
2111
Retirement Planning Group (Kansas)
Kansas
$544M +$126M +30% 15.8% 54.7% 63 20.63% 4.1
Sapience Investments
2112
Sapience Investments
California
$544M +$94.2M +21% 38.6% 54.9% 102 21.57% 1.7
Knighthead Capital Management
2113
Knighthead Capital Management
New York
$543M +$29.3M +6% 13.7% 74.1% 21 66.67% 0.9
Suncoast Equity Management
2114
Suncoast Equity Management
Florida
$542M +$131M +32% 30% 82.9% 42 26.19% 2.7
KFS
2115
Kurt F. Somerville
$542M +$91.3M +20% 19.7% 92.9% 116 12.07% 4.2
Howe & Rusling
2116
Howe & Rusling
New York
$542M +$77.8M +17% 17% 82% 959 33.99% 3
F3Logic
2117
F3Logic
Minnesota
$542M +$82.1M +18% 14.7% 11.8% 182 33.52% 1.1
Hilltop Holdings
2118
Hilltop Holdings
Texas
$542M +$127M +30% 17.7% 96.7% 430 30% 2.7
Gardner Lewis Asset Management
2119
Gardner Lewis Asset Management
Pennsylvania
$541M -$62.1M -10% 26.4% 240% 87 34.48% 1.7
Segment Wealth Management
2120
Segment Wealth Management
Texas
$541M +$92M +20% 20.1% 108% 211 19.91% 3.3
GM Advisory Group
2121
GM Advisory Group
New York
$541M +$173M +47% 19% 53.6% 192 42.71% 1.4
First Nebraska Trust
2122
First Nebraska Trust
Nebraska
$541M +$86.6M +19% 18.7% 67.9% 149 9.4% 4.4
Efficient Advisors
2123
Efficient Advisors
Ohio
$540M +$62.2M +13% 10.8% 30.6% 50 2% 5.3
Darrell & King
2124
Darrell & King
Virginia
$540M +$112M +26% 26.2% – 50 44% 2.2
Myriad Asset Management
2125
Myriad Asset Management
Hong Kong
$539M -$129M -19% 18% 149% 117 73.5% 0.2