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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)
MBL Wealth
2251
MBL Wealth
North Carolina
$799M +$89M +13% 7.22% 52.7% 199 16.58% 1.4
Leuthold Group
2252
Leuthold Group
Minnesota
$799M +$86.2M +12% 12.6% 126% 197 19.29% 2.2
KCM
2253
Kingdon Capital Management
New York
$799M -$69.3M -8% 13.9% 217% 99 52.53% 0.8
Townsend & Associates
2254
Townsend & Associates
Colorado
$799M +$325M +69% 9.41% 58% 108 12.04% 1.6
Point72 Europe
2255
Point72 Europe
United Kingdom
$798M -$833M -51% 12.1% 95.4% 458 89.08% 0.1
Willow Creek Wealth Management
2256
Willow Creek Wealth Management
California
$798M +$126M +19% 7.46% – 145 9.66% 3.2
FourThought Financial Partners
2257
FourThought Financial Partners
Florida
$797M +$81.8M +11% 13% 95.9% 334 9.58% 0.9
Quest Investment Management
2258
Quest Investment Management
Oregon
$797M +$89.4M +13% 12.4% 105% 92 9.78% 5.3
United Bank (Virginia)
2259
United Bank (Virginia)
Virginia
$797M +$35.4M +5% 9.88% 76.1% 154 9.09% 4.6
CPIH
2260
Consolidated Press International Holdings
Australia
$796M +$433M +119% 16.6% – 28 67.86% 0.4
Regents of the University of California
2261
Regents of the University of California
California
$796M +$17.3M +2% 10.7% 76.6% 28 3.57% 6.3
James Investment Research
2262
James Investment Research
Ohio
$796M +$38.7M +5% 10.9% 110% 318 11.95% 4.5
Paradice Investment Management
2263
Paradice Investment Management
Colorado
$796M -$371M -32% 10.3% 72.2% 48 20.83% 2.8
WAM
2264
WT Asset Management
Hong Kong
$796M -$105M -12% 18.3% 2,732% 34 70.59% 0.4
Freemont Management
2265
Freemont Management
Switzerland
$795M +$126M +19% 12.2% 113% 94 23.4% 1.7
Sunbelt Securities
2266
Sunbelt Securities
Texas
$794M +$71.6M +10% 10% 83.5% 1,824 10.31% 1.5
Strategic Wealth Partners Group
2267
Strategic Wealth Partners Group
Illinois
$793M +$119M +18% 11.3% – 69 14.49% 3.8
Modern Wealth Management
2268
Modern Wealth Management
Kansas
$792M – – 9.09% – 191 – 0
Caldwell Trust
2269
Caldwell Trust
Florida
$792M +$59M +8% 10.5% 97.5% 735 8.44% 3.3
Needham Investment Management
2270
Needham Investment Management
New York
$792M +$204M +35% 18.1% 424% 135 14.81% 4.4
Austin Private Wealth
2271
Austin Private Wealth
Texas
$792M +$100M +15% 9.61% 62.3% 276 35.14% 1.4
TRUE Private Wealth Advisors
2272
TRUE Private Wealth Advisors
Oregon
$790M +$70M +10% 9.51% 89.2% 296 14.19% 3.3
Azzad Asset Management
2273
Azzad Asset Management
Virginia
$790M +$84.5M +12% 12.4% 101% 320 10.63% 4.3
MV Capital Management
2274
MV Capital Management
Maryland
$790M +$40.5M +5% 8.9% 73.3% 780 15.9% 3.5
Griffin Asset Management
2275
Griffin Asset Management
New York
$789M +$85M +12% 13.4% 88.9% 211 9.95% 5.4