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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)
Transamerica Financial Advisors
2176
Transamerica Financial Advisors
Florida
$771M +$14.7M +2% 5.18% 77.1% 651 10.45% 1.5
TIM
2177
Total Investment Management
Arizona
$771M +$247M +47% 4.83% 44.4% 72 15.28% 2.4
Liberty One Investment Management
2178
Liberty One Investment Management
Illinois
$771M +$37.5M +5% 3.9% 40.3% 170 0.59% 2.6
Traphagen Investment Advisors
2179
Traphagen Investment Advisors
New Jersey
$771M +$90.2M +13% 4.16% 65.8% 160 13.13% 2.6
CoreView Capital Management
2180
CoreView Capital Management
Hong Kong
$770M -$15.3M -2% 10.7% 50.9% 13 7.69% 1
Aaron Wealth Advisors
2181
Aaron Wealth Advisors
Illinois
$769M +$41.8M +6% 6.16% 108% 269 13.01% 1.4
Charter Oak Capital Management
2182
Charter Oak Capital Management
New Hampshire
$768M +$47M +7% 4.62% 39.2% 178 5.06% 2.2
Dow Chemical Company
2183
Dow Chemical Company
Michigan
$768M +$208M +37% 4.92% 29.4% 8 37.5% 0.9
SNS Financial Group
2184
SNS Financial Group
Minnesota
$767M +$5.32M +0.7% 4.75% 54.2% 192 5.21% 4.5
Summit Securities Group
2185
Summit Securities Group
New York
$767M -$450M -37% 2.78% 136% 1,159 44.52% 0.9
Twin Capital Management
2186
Twin Capital Management
Pennsylvania
$767M +$35M +5% 10.2% 132% 301 10.3% 3.3
Cable Hill Partners
2187
Cable Hill Partners
Oregon
$767M +$152M +25% 5.47% 20.3% 209 18.66% 2.7
Caldwell Trust
2188
Caldwell Trust
Florida
$766M +$45.8M +6% 7.45% 87% 794 13.1% 2.8
Great Mountain Partners
2189
Great Mountain Partners
Connecticut
$765M -$58.3M -7% 6.65% 95.3% 2 0% 2
Harvey Investment Company
2190
Harvey Investment Company
Kentucky
$765M -$41M -5% 4.1% 56.4% 93 2.15% 7.4
Leith Wheeler Investment Counsel
2191
Leith Wheeler Investment Counsel
British Columbia, Canada
$764M +$83.5M +12% 7.99% 52.3% 66 15.15% 2.2
PrairieView Partners
2192
PrairieView Partners
Minnesota
$764M +$35M +5% 2.66% 34% 492 12.2% 2.5
Discerene Group
2193
Discerene Group
Connecticut
$764M -$11.1M -1% 1.05% 48.6% 14 0% 2.1
Poplar Forest Capital
2194
Poplar Forest Capital
California
$764M -$74.9M -9% 0.5% 30% 64 21.88% 4.6
JCM
2195
JS Capital Management
New York
$763M +$210M +38% 12.4% 52.4% 34 35.29% 1
TFS
2196
Thoroughbred Financial Services
Tennessee
$763M +$85.9M +13% 9.89% 166% 439 12.76% 2.2
Point72 Europe
2197
Point72 Europe
United Kingdom
$763M +$304M +66% 4.94% 95.4% 119 77.31% 0.3
Sound View Wealth Advisors Group
2198
Sound View Wealth Advisors Group
Georgia
$763M +$34.1M +5% 6.25% 73% 379 7.92% 2.5
Nottingham Advisors
2199
Nottingham Advisors
New York
$762M +$11M +1% 3.36% 44.3% 142 9.15% 4.4
FourThought Financial Partners
2200
FourThought Financial Partners
Florida
$761M +$31.6M +4% 6.64% 95.9% 347 11.53% 0.5