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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)
Tradition Wealth Management
2151
Tradition Wealth Management
Minnesota
$689M -$95.3M -12% 13.3% 69.6% 1,187 12.97% 1.2
TRUE Private Wealth Advisors
2152
TRUE Private Wealth Advisors
Oregon
$687M -$23.4M -3% 8.97% 89.2% 250 12% 3.4
Oak Ridge Investments
2153
Oak Ridge Investments
Illinois
$687M -$213M -24% 16.9% 208% 167 15.57% 3.4
Prospector Partners
2154
Prospector Partners
Connecticut
$687M -$122M -15% 10.5% 53.6% 111 11.71% 4.1
First Command Bank
2155
First Command Bank
Texas
$686M -$43M -6% 12.2% 34.1% 464 14.87% 3.1
First Command Financial Services
2156
First Command Financial Services
Texas
$686M -$43M -6% 12.2% 34.4% 464 14.87% 3.1
United Asset Strategies
2157
United Asset Strategies
New York
$686M -$100M -13% 12.6% 94.6% 231 19.48% 2.8
MHR Fund Management
2158
MHR Fund Management
New York
$685M -$324M -32% 29.2% 332% 30 6.67% 2
Berger Financial Group
2159
Berger Financial Group
Minnesota
$684M -$103M -13% 11.5% 59.9% 281 18.15% 1.1
FourThought Financial
2160
FourThought Financial
Florida
$684M -$106M -13% 13.4% – 1,602 11.99% 1.3
Perpetual Investment Management
2161
Perpetual Investment Management
Australia
$683M -$113M -14% 11.9% – 240 20.83% 1.2
CoreView Capital Management
2162
CoreView Capital Management
Hong Kong
$683M +$180M +36% 33.4% 50.9% 12 33.33% 0.6
Skylands Capital
2163
Skylands Capital
Wisconsin
$682M -$144M -17% 15.6% 61% 161 17.39% 4.2
LGT Fund Management
2164
LGT Fund Management
Liechtenstein
$682M -$68.8M -9% 18.6% 121% 218 26.15% 0.4
KC
2165
KCL Capital
New York
$682M +$147M +28% 29.9% 106% 63 74.6% 0.5
AltraVue Capital
2166
AltraVue Capital
Washington
$680M -$55.7M -8% 5.64% 221% 34 5.88% 2.6
Litman Gregory Wealth Management
2167
Litman Gregory Wealth Management
California
$680M -$3.69M -0.5% 12.3% 55.5% 90 41.11% 2.6
J.M. Forbes & Co
2168
J.M. Forbes & Co
Massachusetts
$679M -$111M -14% 12.1% 112% 121 9.09% 5.6
Oxford Financial Group
2169
Oxford Financial Group
Indiana
$678M -$111M -14% 12.6% 77.2% 299 22.74% 1.8
MG
2170
Magnolia Group
Nebraska
$678M -$52.6M -7% 6.24% 9.52% 11 9.09% 2.2
Southern Farm Bureau Life Insurance
2171
Southern Farm Bureau Life Insurance
Mississippi
$677M -$36.8M -5% 15% 52.3% 33 15.15% 1.3
Coastline Trust
2172
Coastline Trust
Rhode Island
$676M -$147M -18% 12.6% 106% 335 10.75% 6.2
HI
2173
Handelsinvest Investeringsforvaltning
Denmark
$675M -$151M -18% 14% 37.9% 112 8.04% 3.5
BPIM
2174
Brant Point Investment Management
New York
$674M -$206M -23% 15.2% 169% 116 37.07% 2.7
King Street Capital Management
2175
King Street Capital Management
New York
$674M -$395M -37% 13.5% 140% 52 42.31% 0.8