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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)
Willow Creek Wealth Management
2176
Willow Creek Wealth Management
California
$951M +$72.2M +8% 5.28% – 156 5.13% 3.6
Taikang Asset Management (HK)
2177
Taikang Asset Management (HK)
Hong Kong
$949M +$305M +47% 9.71% 172% 119 26.89% 2.4
Silver Oak Securities
2178
Silver Oak Securities
Tennessee
$947M +$280M +42% 6.32% 73.4% 597 26.8% 1.2
Freedom Together Foundation
2179
Freedom Together Foundation
New York
$947M +$12.7M +1% 7.09% – 24 0% 0.7
ICICI Prudential Asset Management
2180
ICICI Prudential Asset Management
India
$946M +$102M +12% 8.83% 62.1% 166 7.23% 2.3
German American Bancorp
2181
German American Bancorp
Indiana
$945M +$74.1M +9% 5.86% 92.3% 132 7.58% 3.6
DTL
2182
Dynamic Technology Lab
Singapore
$945M +$59.2M +7% 4.68% 30.8% 1,442 70.53% 0.2
C
2183
Chescapmanager
Maryland
$944M -$302M -24% 2.74% 202% 41 14.63% 2.4
Kovack Advisors
2184
Kovack Advisors
Florida
$944M +$35.4M +4% 6.19% 118% 626 15.02% 2.9
RMR Wealth Builders
2185
RMR Wealth Builders
New Jersey
$944M +$72.3M +8% 5.27% 91.7% 273 13.19% 2.3
Goodnow Investment Group
2186
Goodnow Investment Group
Connecticut
$943M +$78.8M +9% 15% 131% 25 12% 3.5
Guardian Wealth Advisors (North Carolina)
2187
Guardian Wealth Advisors (North Carolina)
North Carolina
$942M +$87.2M +10% 5.3% 58.9% 476 13.45% 1.8
MV Capital Management
2188
MV Capital Management
Maryland
$942M +$53M +6% 5.99% 67.6% 1,093 11.71% 3.1
Aveo Capital Partners
2189
Aveo Capital Partners
Colorado
$941M +$59.6M +7% 5.78% 19.1% 354 14.69% 2.3
Petredis Investment Advisors
2190
Petredis Investment Advisors
Pennsylvania
$941M +$46.6M +5% 4.77% 158% 106 6.6% 1.5
Webster Bank
2191
Webster Bank
Connecticut
$940M +$27.8M +3% 6.22% 77.5% 628 9.87% 5.8
J. Stern & Co
2192
J. Stern & Co
United Kingdom
$938M +$98.5M +12% 3.83% – 44 25% 0.5
Longbow Finance
2193
Longbow Finance
Switzerland
$937M -$30.3M -3% 5.44% 162% 94 17.02% 0.9
Zazove Associates
2194
Zazove Associates
Nevada
$935M +$58.4M +7% 0.04% 11% 139 11.51% 1.5
Moody National Bank Trust Division
2195
Moody National Bank Trust Division
Texas
$934M -$353M -27% 8.31% 115% 496 17.34% 4.5
Knollwood Investment Advisory
2196
Knollwood Investment Advisory
Maryland
$934M +$34.9M +4% 4.88% 160% 363 5.51% 0.7
Strategic Wealth Investment Group
2197
Strategic Wealth Investment Group
Kentucky
$933M +$142M +18% 6.12% – 148 21.62% 2.2
Private Capital Management (Florida)
2198
Private Capital Management (Florida)
Florida
$933M +$73.1M +8% 22.6% 118% 157 21.66% 2.3
Whitney & Co
2199
Whitney & Co
New York
$933M +$62.3M +7% 5.31% 93.2% 132 9.09% 5.3
Ironvine Capital Partners
2200
Ironvine Capital Partners
Nebraska
$931M +$18.5M +2% 6.29% 58.8% 49 10.2% 4.8