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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)
JNBA Financial Advisors
2251
JNBA Financial Advisors
Minnesota
$819M +$74.8M +10% 7.22% 66.8% 905 23.65% 2.9
AP
2252
Archon Partners
New Jersey
$819M +$22M +3% 8.18% 99.5% 58 12.07% 3.8
Sentinel Trust
2253
Sentinel Trust
Texas
$818M +$181M +28% 6.06% 93.3% 163 59.51% 1.1
Avestar Capital
2254
Avestar Capital
New York
$818M +$35.8M +5% 8.24% 112% 523 34.8% 1.1
Citizens Business Bank
2255
Citizens Business Bank
California
$816M +$64.6M +9% 8.24% 108% 260 11.92% 4.6
Greenvale Capital
2256
Greenvale Capital
United Kingdom
$815M -$14.5M -2% 2.07% 101% 16 43.75% 0.8
PAM
2257
Private Asset Management
California
$815M +$81M +11% 14% 38.2% 153 5.23% 4.8
Lutz Financial Services
2258
Lutz Financial Services
Nebraska
$814M +$44.5M +6% 5.01% 37.2% 65 4.62% 3
United Bank (Virginia)
2259
United Bank (Virginia)
Virginia
$814M +$66.9M +9% 10.5% 76.1% 168 7.14% 3.1
Sycamore Partners Management
2260
Sycamore Partners Management
New York
$814M – – 36% 31.8% 1 – 0
Nicolet Advisory Services
2261
Nicolet Advisory Services
Wisconsin
$813M +$25.1M +3% 6.38% 62.7% 226 18.14% 1.9
RWWM Inc
2262
RWWM Inc
California
$812M +$36.1M +5% 2.04% 40.6% 13 0% 4.6
Engaged Capital
2263
Engaged Capital
California
$812M -$580M -42% 7.03% 26.2% 11 36.36% 2.5
TFM
2264
TPI Fund Managers
United Kingdom
$812M +$70.9M +10% 11.3% 49.6% 42 21.43% 1.6
Elm Partners Management
2265
Elm Partners Management
Pennsylvania
$811M +$62.2M +8% 4.3% 46.9% 36 11.11% 2.7
ShawSpring Partners
2266
ShawSpring Partners
Massachusetts
$811M -$148M -15% 11.6% 3.53% 5 20% 2.4
J.V. Bruni & Co
2267
J.V. Bruni & Co
Colorado
$811M +$45.4M +6% 5.91% 113% 34 2.94% 4.1
Hengehold Capital Management
2268
Hengehold Capital Management
Ohio
$811M +$51.2M +7% 6% 54.5% 172 10.47% 3.4
Howard Capital Management
2269
Howard Capital Management
Georgia
$810M +$135M +20% 14% 144% 79 27.85% 0.8
Criteria Caixa
2270
Criteria Caixa
Spain
$810M +$84.5M +12% 9.69% 35.5% 52 36.54% 1.2
ICICI Prudential Asset Management
2271
ICICI Prudential Asset Management
India
$810M +$218M +37% 2.92% 62.1% 152 69.74% 0.5
JTC Employer Solutions Trustee
2272
JTC Employer Solutions Trustee
Jersey
$809M +$62.9M +8% 10.1% 88.7% 317 4.1% 0.5
Trust Asset Management
2273
Trust Asset Management
Texas
$809M +$82.9M +11% 11.5% 104% 218 11.47% 1.2
Great Mountain Partners
2274
Great Mountain Partners
Connecticut
$808M -$121M -13% 13% 98.7% 1 0% 1.5
Artemis Wealth Advisors
2275
Artemis Wealth Advisors
New York
$807M +$88.6M +12% 16.5% 180% 93 37.63% 1.8