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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)
Prosperity Capital Advisors
2301
Prosperity Capital Advisors
Ohio
$715M +$67.9M +11% 5.68% 72.2% 235 17.87% 0.4
Ally Financial
2302
Ally Financial
Michigan
$715M +$39.1M +6% 4.17% 9.35% 104 20.19% 2.3
KC
2303
KCL Capital
New York
$714M -$33.9M -5% 21.8% 106% 39 66.67% 0.3
Bank Hapoalim BM
2304
Bank Hapoalim BM
Israel
$714M -$10.1M -1% 6.36% 76.6% 164 12.2% 3.6
Coastline Trust
2305
Coastline Trust
Rhode Island
$714M +$38.9M +6% 8.16% 106% 304 16.12% 6.5
Fosun International
2306
Fosun International
China
$713M -$349M -33% 8.87% 41.3% 64 7.81% 2.4
Greenwood Capital Associates
2307
Greenwood Capital Associates
South Carolina
$713M +$16.5M +2% 5.48% 81.3% 256 17.97% 2.4
Financial Synergies Wealth Advisors
2308
Financial Synergies Wealth Advisors
Texas
$713M +$31.3M +5% 4.99% 79% 545 17.8% 1.1
Crewe Advisors
2309
Crewe Advisors
Utah
$712M +$26.8M +4% 5.37% 96.1% 1,032 37.31% 1.7
Lannebo Fonder
2310
Lannebo Fonder
Sweden
$712M +$88.7M +14% 13.2% 49.8% 33 3.03% 4.6
Absolute Investment Advisers
2311
Absolute Investment Advisers
Florida
$712M +$34.3M +5% 0% 0.5% 109 17.43% 1.1
Column Capital Advisors
2312
Column Capital Advisors
Indiana
$711M +$41.1M +6% 4.61% 20.4% 852 6.1% 2.5
MHR Fund Management
2313
MHR Fund Management
New York
$711M -$32M -4% 1.52% 332% 10 0% 4.1
German American Bancorp
2314
German American Bancorp
Indiana
$711M +$43.1M +6% 6.27% 92.3% 123 10.57% 3
Fairmount Funds Management
2315
Fairmount Funds Management
Pennsylvania
$709M +$128M +22% 80.2% 2,136% 20 35% 1.4
MBL Wealth
2316
MBL Wealth
North Carolina
$709M +$69.2M +11% 3.58% 52.7% 187 18.18% 1.2
Fort Point Capital Partners
2317
Fort Point Capital Partners
California
$708M +$49.5M +8% 5.96% 62.2% 304 15.46% 2.7
West Coast Financial
2318
West Coast Financial
California
$707M +$53.5M +8% 6.7% 22.2% 154 14.94% 4.3
WealthPLAN Partners
2319
WealthPLAN Partners
Nebraska
$707M -$172M -20% 5.76% 71.6% 1,431 19.78% 1.3
Capricorn Investment Group
2320
Capricorn Investment Group
California
$707M +$242M +52% 76.2% 95.9% 9 0% 1.4
Willow Creek Wealth Management
2321
Willow Creek Wealth Management
California
$706M +$57.6M +9% 1.84% 36.5% 146 10.27% 2.9
Verus Capital Partners
2322
Verus Capital Partners
Arizona
$706M +$66.6M +10% 9.93% 139% 315 11.11% 2.3
Heartwood Wealth Advisors
2323
Heartwood Wealth Advisors
Virginia
$705M +$34M +5% 2.52% 59.4% 149 16.78% 1.9
FORA Capital
2324
FORA Capital
Florida
$704M -$294M -29% 8.4% 162% 678 79.5% 0.2
Lombard Odier Asset Management (Switzerland)
2325
Lombard Odier Asset Management (Switzerland)
Switzerland
$704M -$442M -39% 9.4% 135% 402 66.42% 2.2