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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)
Red Cedar Investment Management
2301
Red Cedar Investment Management
Michigan
$585M -$25.8M -4% 4.79% 81.4% 91 9.89% 1.7
Newbrook Capital Advisors
2302
Newbrook Capital Advisors
New York
$585M -$68.5M -10% 8.21% 299% 18 38.89% 0.9
Plante Moran Financial Advisors
2303
Plante Moran Financial Advisors
Michigan
$584M -$14.3M -2% 4.73% 62.8% 1,121 32.83% 3.9
NJ State Employees Deferred Compensation Plan
2304
NJ State Employees Deferred Compensation Plan
New Jersey
$584M -$30.8M -5% 3.08% 127% 490 5.31% 5.8
INVST
2305
INVST
Indiana
$583M -$62.5M -10% 3.82% 78.5% 185 9.19% 2
Battery Management Corp
2306
Battery Management Corp
Massachusetts
$583M -$20.1M -3% 5.06% 45.1% 9 22.22% 1.2
Keel Point
2307
Keel Point
Alabama
$583M -$58.6M -9% 5.74% 76.4% 273 12.45% 2.7
Greenwood Capital Associates
2308
Greenwood Capital Associates
South Carolina
$583M -$42M -7% 5.88% 81.3% 234 20.94% 2.3
Globeflex Capital
2309
Globeflex Capital
California
$582M +$172M +42% 0.8% 186% 551 23.96% 1.9
Pier Capital
2310
Pier Capital
Connecticut
$582M -$4.53M -0.8% 4.73% 223% 117 23.08% 1.8
Berkshire Money Management
2311
Berkshire Money Management
Massachusetts
$582M -$20.4M -3% 4.61% 61.8% 54 33.33% 2.1
Financial Synergies Wealth Advisors
2312
Financial Synergies Wealth Advisors
Texas
$582M -$32.6M -5% 6.23% 79% 528 17.8% 0.5
Sunriver Management
2313
Sunriver Management
Connecticut
$581M -$50.1M -8% 7.76% 9.27% 19 15.79% 1.3
Isthmus Partners
2314
Isthmus Partners
Wisconsin
$581M +$45.3M +8% 5.28% 73.7% 172 21.51% 3
Aveo Capital Partners
2315
Aveo Capital Partners
Colorado
$580M -$29.8M -5% 4.71% 19.1% 300 21% 1.5
MV Capital Management
2316
MV Capital Management
Maryland
$580M -$7.82M -1% 4.38% 67.6% 708 6.21% 3
Resources Management Corp
2317
Resources Management Corp
Connecticut
$580M -$39.3M -6% 4.11% 78.5% 529 8.7% 3.1
Octagon Capital Advisors
2318
Octagon Capital Advisors
New York
$579M +$205M +55% 23.9% 2,969% 40 62.5% 0.5
Hussman Strategic Advisors
2319
Hussman Strategic Advisors
Maryland
$579M -$659K -0.1% 4.07% 41.6% 351 19.66% 1.9
American Financial Advisors
2320
American Financial Advisors
Georgia
$579M +$202M +54% 4.52% 52.7% 122 41.8% 1.7
Twele Capital Management
2321
Twele Capital Management
Minnesota
$579M -$56.2M -9% 6.26% 37.1% 41 9.76% 7.8
HVM
2322
Harvest Volatility Management
Connecticut
$579M -$42.6M -7% 3.28% 24.3% 141 2.84% 1.4
WAM
2323
Warberg Asset Management
Illinois
$578M +$123M +27% 7.08% 65.3% 346 44.22% 0.5
Heartwood Wealth Advisors
2324
Heartwood Wealth Advisors
Virginia
$577M -$30.3M -5% 5.76% 59.4% 120 11.67% 1.8
Private Capital Advisors
2325
Private Capital Advisors
Connecticut
$577M -$16.8M -3% 3.29% 132% 101 17.82% 4.7