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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)
Petersen Hastings Wealth Advisors
2226
Petersen Hastings Wealth Advisors
Washington
$1.09B +$50.3M +5% 1.34% – 82 8.54% 0.2
Corebridge Financial
2227
Corebridge Financial
Texas
$1.09B +$1.09B +406,272% 1.24% – 4 100% 0
Matrix Asset Advisors
2228
Matrix Asset Advisors
New York
$1.09B -$22.4M -2% 1.34% 84.9% 113 12.39% 5.2
MMBG Investment Advisors
2229
MMBG Investment Advisors
Florida
$1.09B -$99M -8% 5.23% 118% 182 8.24% 3
Pitcairn Wealth Advisors
2230
Pitcairn Wealth Advisors
Pennsylvania
$1.09B -$25.1M -2% 7.23% – 273 2.93% 0.2
Sora Investors
2231
Sora Investors
Pennsylvania
$1.09B -$75.4M -6% 4.94% 179% 111 54.95% 0.5
Atalan Capital Partners
2232
Atalan Capital Partners
New York
$1.08B -$320M -23% 11.2% 319% 12 25% 1.7
Heron Bay Capital Management
2233
Heron Bay Capital Management
Michigan
$1.08B +$560M +107% 10.4% 58.9% 118 38.98% 2.6
Connors Investor Services
2234
Connors Investor Services
Pennsylvania
$1.08B -$78.5M -7% 2.68% 125% 167 20.36% 4.8
Electrum Group
2235
Electrum Group
New York
$1.08B -$64.6M -6% 2.61% – 9 11.11% 0.3
TAM
2236
Telemark Asset Management
Massachusetts
$1.08B +$80.6M +8% 14.5% 329% 67 37.31% 2
First Nebraska Trust
2237
First Nebraska Trust
Nebraska
$1.08B -$12.2M -1% 0.67% 76.9% 227 7.49% 6.4
M
2238
MOTCO
Texas
$1.08B -$22.2M -2% 0.44% 63.5% 681 19.53% 5.5
IBEX Wealth Advisors
2239
IBEX Wealth Advisors
New Jersey
$1.07B +$52.8M +5% 2.21% 221% 214 47.66% 0.8
SCM
2240
SIR Capital Management
New York
$1.07B +$167M +19% 32.8% 71.1% 115 53.91% 0.7
Passaic Partners
2241
Passaic Partners
New Jersey
$1.07B +$103M +11% 1.57% 53.2% 18 38.89% 1.5
Diameter Capital Partners
2242
Diameter Capital Partners
New York
$1.07B -$26M -2% 1.75% 378% 50 64% 0.6
Trust Company
2243
Trust Company
Kansas
$1.07B +$991K +0.1% 0.86% 40.6% 919 4.68% 2.4
Zuckerman Investment Group
2244
Zuckerman Investment Group
Illinois
$1.07B -$53.6M -5% 2.03% 111% 148 15.54% 4
EC
2245
E20 Capital
$1.07B +$789M +285% 68.7% – 32 68.75% 0.1
Clark Asset Management
2246
Clark Asset Management
New Hampshire
$1.06B +$102M +11% 1.14% 51.8% 279 19.35% 1.3
LVM Capital Management
2247
LVM Capital Management
Michigan
$1.06B -$16.1M -1% 1.17% 121% 176 17.61% 6.5
Hackensack Meridian Health
2248
Hackensack Meridian Health
New Jersey
$1.06B -$37.3M -3% 0.46% 53.4% 7 0% 2.1
Boussard & Gavaudan Investment Management
2249
Boussard & Gavaudan Investment Management
United Kingdom
$1.06B -$264M -20% 0.21% 25.8% 130 57.69% 0.4
Mirabella Financial Services
2250
Mirabella Financial Services
United Kingdom
$1.06B -$18M -2% 1.18% 86.2% 1,218 72.58% 0.2