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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)
IR
2176
IAT Reinsurance
New York
$548M -$34.3M -6% 3.13% 60.2% 124 32.26% 3.2
IFG Advisory
2177
IFG Advisory
Georgia
$548M +$32.2M +6% 6.43% 70.1% 423 10.4% 1.2
SPC Financial Inc
2178
SPC Financial Inc
Maryland
$546M +$73.3M +15% 7.18% 65.1% 146 19.18% 2.9
Tompkins Financial
2179
Tompkins Financial
New York
$546M +$53.6M +11% 7.53% 84.4% 427 24.36% 3.8
Greenhouse Funds
2180
Greenhouse Funds
Maryland
$545M +$52.7M +11% 10.4% 90.7% 41 34.15% 1.3
Narwhal Capital Management
2181
Narwhal Capital Management
Georgia
$545M +$47.6M +10% 8% 93.8% 145 8.28% 4.1
Morningstar Investment Management
2182
Morningstar Investment Management
Illinois
$545M +$189M +53% 2.74% 48.2% 22 18.18% 0.7
JLB & Associates
2183
JLB & Associates
Michigan
$544M +$39.5M +8% 9.68% 69.9% 73 0% 4.6
Brookfield BHS Advisors
2184
Brookfield BHS Advisors
New York
$544M – – 17.7% – 77 – 0
Infrastructure Capital Advisors
2185
Infrastructure Capital Advisors
New York
$544M -$191M -26% 2.52% 52% 116 37.93% 1.3
Toews Corporation
2186
Toews Corporation
New Jersey
$543M +$119M +28% 0.29% 22% 14 28.57% 1.3
Land & Buildings Investment Management
2187
Land & Buildings Investment Management
Connecticut
$543M +$89.9M +20% 5.89% 53.9% 22 36.36% 1.3
Beacon Pointe Wealth Advisors
2188
Beacon Pointe Wealth Advisors
California
$543M +$68M +14% 6.58% – 296 21.62% 0.8
Cadence Bank
2189
Cadence Bank
Mississippi
$541M -$522M -49% 12.3% 70.9% 248 28.63% 1.5
TAM
2190
THB Asset Management
Connecticut
$540M -$97K -0% 12.2% 104% 176 14.2% 2.5
Exane Derivatives
2191
Exane Derivatives
France
$540M -$17.9M -3% 9.23% 42.7% 716 13.55% 1.9
Cypress Funds
2192
Cypress Funds
California
$539M +$26M +5% 14.5% 100% 21 47.62% 1.7
Private Trust Company
2193
Private Trust Company
Ohio
$539M +$31.8M +6% 7.78% 87.7% 399 13.28% 3.9
Strategic Investment Management
2194
Strategic Investment Management
Virginia
$539M -$1.2B -69% 8.57% 53.4% 20 25% 2.1
AGF Investments LLC
2195
AGF Investments LLC
Ontario, Canada
$538M +$112M +26% 7.07% 28.5% 726 27.69% 1.4
Aequim Alternative Investments
2196
Aequim Alternative Investments
California
$537M +$37.8M +8% 4.27% 32.3% 66 18.18% 0.5
Auxier Asset Management
2197
Auxier Asset Management
Oregon
$537M +$40M +8% 9.23% 71.7% 167 4.79% 4.6
CKW Financial Group
2198
CKW Financial Group
Hawaii
$537M +$8.9M +2% 6.73% 62.4% 180 12.78% 4.1
Ion Asset Management
2199
Ion Asset Management
Israel
$537M +$114M +27% 14.1% 125% 25 32% 1
First Fiduciary Investment Counsel
2200
First Fiduciary Investment Counsel
Ohio
$537M +$64.1M +14% 7.19% 60% 67 41.79% 2.5