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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)
Anderson Hoagland & Co
2101
Anderson Hoagland & Co
Missouri
$952M +$60.6M +7% 3.48% 104% 138 7.25% 3.5
Nexus Investment Management
2102
Nexus Investment Management
Ontario, Canada
$952M -$85.7M -8% 2.69% 77.5% 78 7.69% 7
Texas Permanent School Fund
2103
Texas Permanent School Fund
Texas
$951M -$11.7B -92% 0.53% 44.6% 1,518 99.93% 0.3
Recurrent Investment Advisors
2104
Recurrent Investment Advisors
Texas
$950M +$87.4M +10% 2.79% 99.7% 52 5.77% 3.4
Atlas Venture Life Science Advisors
2105
Atlas Venture Life Science Advisors
Massachusetts
$950M -$134M -12% 1.09% 484% 16 6.25% 2.2
Marks Group Wealth Management
2106
Marks Group Wealth Management
Minnesota
$949M -$7.24M -0.8% 0.14% 62.8% 308 9.42% 2.9
Jay A. Fishman Ltd
2107
Jay A. Fishman Ltd
Michigan
$949M +$43.9M +5% 7.38% 105% 93 10.75% 6.4
Maple-Brown Abbott
2108
Maple-Brown Abbott
Australia
$948M -$29M -3% 0.56% 7.92% 16 12.5% 4.1
JNBA Financial Advisors
2109
JNBA Financial Advisors
Minnesota
$948M -$4.39M -0.5% 0.22% 61.8% 685 8.91% 5.4
Sagefield Capital
2110
Sagefield Capital
Texas
$948M +$130M +16% 2.79% 115% 119 41.18% 1.1
AL
2111
Arnhold LLC
New York
$947M +$2.22M +0.2% 2.19% 156% 122 4.1% 4
Soltis Investment Advisors
2112
Soltis Investment Advisors
Utah
$945M +$51.5M +6% 2.89% 80.8% 348 19.54% 2.3
Global Endowment Management
2113
Global Endowment Management
North Carolina
$945M -$14.9M -2% 2.26% 46.1% 140 21.43% 2.6
Wellesley Asset Management
2114
Wellesley Asset Management
New Hampshire
$944M -$45.8M -5% 0% 0% 48 0% 0.9
Kathmere Capital Management
2115
Kathmere Capital Management
Pennsylvania
$944M +$69.9M +8% 0.71% 68.3% 363 19.28% 1.6
Clearwater Capital Advisors
2116
Clearwater Capital Advisors
Illinois
$944M +$6.48M +0.7% 0.54% 44.7% 162 5.56% 4.7
First Business Financial Services
2117
First Business Financial Services
Wisconsin
$943M +$10.7M +1% 1.77% 74% 173 13.87% 4.5
Headlands Technologies
2118
Headlands Technologies
Illinois
$943M +$526M +126% 2.51% 158% 1,712 64.31% 0.3
Wealthcare Capital Management
2119
Wealthcare Capital Management
Virginia
$942M +$42.1M +5% 1.95% 46.2% 88 11.36% 4.7
Intrust Bank
2120
Intrust Bank
Kansas
$940M +$6.84M +0.7% 3.15% 102% 398 7.79% 5.9
Bath Savings Trust
2121
Bath Savings Trust
Maine
$940M -$1.8M -0.2% 2% 57.8% 172 5.81% 6.4
Guardian Capital Advisors (Canada)
2122
Guardian Capital Advisors (Canada)
Ontario, Canada
$939M +$11.2M +1% 0.94% 26.1% 178 7.87% 6.1
PSG Equity
2123
PSG Equity
Massachusetts
$938M +$133M +17% 16.6% 13.7% 1 0% 2.5
Wealthquest
2124
Wealthquest
Ohio
$938M +$5.19M +0.6% 1.77% 52.1% 133 9.77% 4.4
Pine Ridge Advisers
2125
Pine Ridge Advisers
New York
$938M +$82.9M +10% 0.32% 90.1% 34 8.82% 2.3