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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)
PDS Planning
2176
PDS Planning
Ohio
$725M +$100M +16% 5.11% 69.1% 309 28.16% 2
Bank Hapoalim BM
2177
Bank Hapoalim BM
Israel
$724M -$78M -10% 7.25% 76.6% 173 15.61% 3.5
Hills Bank & Trust
2178
Hills Bank & Trust
Iowa
$723M +$45.6M +7% 6.94% 52.8% 255 6.67% 4.7
Aperture Investors
2179
Aperture Investors
New York
$723M +$109M +18% 12.4% 211% 93 38.71% 1.1
Crestview Partners II
2180
Crestview Partners II
New York
$722M -$45.3M -6% 6.97% 157% 3 0% 4.4
J.V. Bruni & Co
2181
J.V. Bruni & Co
Colorado
$722M +$8.39M +1% 5.1% 97.9% 32 3.13% 4.9
LVM Capital Management
2182
LVM Capital Management
Michigan
$721M +$30.7M +4% 5.75% 121% 154 18.83% 5.3
Charter Oak Capital Management
2183
Charter Oak Capital Management
New Hampshire
$721M +$53.1M +8% 6.06% 39.2% 174 8.05% 1.9
Caldwell Trust
2184
Caldwell Trust
Florida
$721M +$13.6M +2% 5.75% 97.5% 753 6.91% 2.7
SCM
2185
Somerset Capital Management
United Kingdom
$720M +$119M +20% 17.2% 7.5% 12 25% 3
Carret Asset Management
2186
Carret Asset Management
New York
$720M -$3.77M -0.5% 6.76% 94.4% 282 6.38% 6.6
Prospector Partners
2187
Prospector Partners
Connecticut
$719M -$12.3M -2% 2.51% 53.6% 120 22.5% 4.3
Biglari Capital Corp
2188
Biglari Capital Corp
Texas
$718M +$135M +23% 22% 72.7% 12 0% 4.3
L1 Capital
2189
L1 Capital
Australia
$718M +$69.9M +11% 0.9% 127% 15 40% 1
Optimus Prime Fund Management
2190
Optimus Prime Fund Management
Cayman Islands
$718M -$109M -13% 18.1% 94.5% 47 46.81% 1.6
Lisanti Capital Growth
2191
Lisanti Capital Growth
New York
$717M -$15.7M -2% 27.7% 1,490% 164 59.76% 0.4
Beacon Financial Group
2192
Beacon Financial Group
Texas
$717M -$16.1M -2% 2.49% 66.6% 233 10.3% 4.8
Telos Capital Management
2193
Telos Capital Management
California
$717M +$29.7M +4% 5.72% 82.3% 201 8.46% 5.2
Griffin Asset Management
2194
Griffin Asset Management
New York
$716M +$52.6M +8% 10.1% 88.9% 217 8.76% 4.9
Hudson Valley Investment Advisors
2195
Hudson Valley Investment Advisors
New York
$715M +$54M +8% 6.64% 102% 227 10.13% 4.6
Lyell Wealth Management
2196
Lyell Wealth Management
California
$714M +$81.2M +13% 14.6% 144% 205 9.76% 3.1
L & S Advisors
2197
L & S Advisors
California
$714M +$174M +32% 10.5% 231% 342 38.89% 1.7
Vancity Investment Management
2198
Vancity Investment Management
British Columbia, Canada
$713M +$45.8M +7% 11.8% – 71 28.17% 1.3
MV Capital Management
2199
MV Capital Management
Maryland
$712M +$64.5M +10% 4.17% 73.3% 708 7.06% 3.3
Freemont Management
2200
Freemont Management
Switzerland
$712M +$74.2M +12% 6.42% 102% 108 17.59% 1.1