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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)
CFS Investment Advisory Services
2326
CFS Investment Advisory Services
New Jersey
$730M +$620M +565% 0.58% 59.7% 216 95.37% 0
Apollon Wealth Management
2327
Apollon Wealth Management
South Carolina
$730M +$170M +30% 0.18% 96.7% 495 31.72% 0.6
Intel Corp
2328
Intel Corp
California
$730M +$561M +332% 7.58% 9.79% 8 62.5% 0.2
Fifth Third Securities
2329
Fifth Third Securities
Ohio
$729M +$451M +162% 0.76% 62.7% 184 65.22% 1
True Link Financial Advisors
2330
True Link Financial Advisors
California
$729M +$47.1M +7% 0.61% 27.3% 811 9.49% 0.6
Richard C. Young & Co
2331
Richard C. Young & Co
Rhode Island
$728M -$58.4M -7% 2.64% 137% 76 11.84% 3.7
Biglari Capital Corp
2332
Biglari Capital Corp
Texas
$727M +$21.4M +3% 0.16% 72.7% 12 16.67% 3.7
Trust Asset Management
2333
Trust Asset Management
Texas
$727M -$10.1M -1% 0.84% 91.1% 205 9.27% 1.1
Te Ahumairangi Investment Management
2334
Te Ahumairangi Investment Management
New Zealand
$726M -$39.4M -5% 1.07% 55.5% 111 5.41% 1
Criteria Caixa
2335
Criteria Caixa
Spain
$725M +$28.9M +4% 0.67% 35.5% 49 28.57% 0.9
WM
2336
Wishbone Management
Illinois
$725M +$76.5M +12% 13.9% 58.7% 11 18.18% 0.8
LaFleur & Godfrey
2337
LaFleur & Godfrey
Michigan
$724M +$25.3M +4% 0.33% 98.2% 129 10.85% 3.1
Gemmer Asset Management
2338
Gemmer Asset Management
California
$724M -$876K -0.1% 0.56% 96.8% 1,591 23.32% 4.6
Ophir Asset Management
2339
Ophir Asset Management
Australia
$724M +$154M +27% 4.76% 282% 42 38.1% 0.4
TenCore Partners
2340
TenCore Partners
New York
$724M +$29.4M +4% 7.02% 50.4% 18 27.78% 1.1
OCMI
2341
Oaktop Capital Management II
New Jersey
$722M +$23.1M +3% 5.76% 451% 19 21.05% 4.5
PAM
2342
Premier Asset Management
Illinois
$721M +$44.6M +7% 0.53% 104% 210 30.48% 2.1
Strategic Value Partners
2343
Strategic Value Partners
Connecticut
$721M +$71.4M +11% 5.51% – 9 66.67% 0.6
Stokes Family Office
2344
Stokes Family Office
Louisiana
$721M +$14.2M +2% 0.49% 68.1% 237 10.97% 1.1
KC
2345
Keenan Capital
California
$721M -$8.88M -1% 6.65% 110% 15 6.67% 2.5
NBT Bank
2346
NBT Bank
New York
$720M -$7.34M -1% 0.61% 77% 247 5.26% 5.3
Bouchey Financial Group
2347
Bouchey Financial Group
New York
$720M +$91.3M +15% 0.32% 66.7% 90 22.22% 3.1
Advisors Preferred
2348
Advisors Preferred
Maryland
$720M -$291M -29% 0.37% 102% 245 53.47% 0.7
Willis Johnson & Associates
2349
Willis Johnson & Associates
Texas
$719M +$13.7M +2% 1.26% 50.9% 108 19.44% 0.6
Hartline Investment Corp
2350
Hartline Investment Corp
Illinois
$719M -$72.4M -9% 3.16% 222% 124 3.23% 4