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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)
Bell Bank
2276
Bell Bank
North Dakota
$758M +$62.9M +9% 6.61% 71% 174 9.2% 3.7
Jacobi Capital Management
2277
Jacobi Capital Management
Pennsylvania
$757M +$79.2M +12% 6.46% 76.6% 1,460 9.25% 2.8
Third Avenue Management
2278
Third Avenue Management
New York
$756M -$440K -0.1% 4.56% 113% 62 4.84% 3.8
Telos Capital Management
2279
Telos Capital Management
California
$756M +$59.5M +9% 7.03% 71.1% 188 7.98% 4.3
Northstar Investment Advisors
2280
Northstar Investment Advisors
Colorado
$755M +$69.2M +10% 8.48% 85.8% 164 7.93% 3.4
Hazelview Securities
2281
Hazelview Securities
Ontario, Canada
$755M +$100M +15% 9.38% – 29 24.14% 1.5
BFM
2282
Blacksheep Fund Management
Ireland
$754M +$269M +56% 11.5% 71.5% 7 0% 1.1
Mizuho Bank
2283
Mizuho Bank
Japan
$754M +$133M +21% 4.24% 99.8% 9 66.67% 3.4
Parker Investment Management
2284
Parker Investment Management
California
$754M -$2M -0.3% 11.8% 208% 48 25% 1.7
Graypoint LLC
2285
Graypoint LLC
New York
$753M +$97M +15% 7% 72.8% 259 12.36% 0.9
Red Cedar Investment Management
2286
Red Cedar Investment Management
Michigan
$753M -$20.1M -3% 5.99% 81.4% 86 16.28% 0.9
NJ State Employees Deferred Compensation Plan
2287
NJ State Employees Deferred Compensation Plan
New Jersey
$752M +$49.1M +7% 8.5% 127% 526 4.18% 4.5
Focus Financial Network
2288
Focus Financial Network
Minnesota
$752M -$103M -12% 7.26% 106% 424 12.26% 1.2
Stairway Partners
2289
Stairway Partners
Illinois
$751M +$38.1M +5% 5.47% 48.1% 10 0% 7.2
RP Investment Advisors
2290
RP Investment Advisors
Ontario, Canada
$751M +$4.12M +0.6% 0.55% 17.4% 139 79.86% 0.1
Lutz Financial Services
2291
Lutz Financial Services
Nebraska
$751M +$75.2M +11% 3.72% 35.3% 62 8.06% 2.6
PAM
2292
Private Asset Management
California
$751M +$36.1M +5% 6.45% 38.2% 164 10.37% 4.4
United Asset Strategies
2293
United Asset Strategies
New York
$750M +$60.6M +9% 7.43% 94.6% 232 20.26% 2.4
Cabot Wealth Management
2294
Cabot Wealth Management
Massachusetts
$749M +$40M +6% 5.76% 69.3% 167 7.19% 3.5
Teton Advisors
2295
Teton Advisors
New York
$748M +$44M +6% 9.09% 139% 408 5.88% 4.8
ALAM
2296
Asahi Life Asset Management
Japan
$748M +$11.1M +2% 6.64% 122% 278 47.12% 0.9
FourThought Financial
2297
FourThought Financial
Florida
$747M +$56.6M +8% 6.8% – 1,626 12.98% 0.4
Fragasso Financial Advisors
2298
Fragasso Financial Advisors
Pennsylvania
$747M +$35.2M +5% 6.69% 73.7% 154 11.69% 2.9
Avestar Capital
2299
Avestar Capital
New York
$747M +$298M +67% 8.73% 101% 484 45.25% 0.8
Triodos Investment Management
2300
Triodos Investment Management
Netherlands
$746M +$115M +18% 6.13% 89.9% 36 5.56% 2.4