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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)
Vivo Capital
2326
Vivo Capital
California
$893M -$316M -26% 35% 7,491% 46 19.57% 2.1
Verus Financial Partners
2327
Verus Financial Partners
Virginia
$891M -$22.2M -2% 1.92% 45.7% 101 6.93% 4.2
Nexpoint Asset Management
2328
Nexpoint Asset Management
Texas
$891M +$32.8M +4% 6.17% 253% 116 42.24% 1.5
Forte Capital
2329
Forte Capital
New York
$890M +$5.53M +0.6% 5.64% 98.3% 242 7.85% 4.4
Common Fund For Nonprofit Organizations
2330
Common Fund For Nonprofit Organizations
Connecticut
$888M +$53.8M +6% 0.65% 70.8% 25 12% 1.5
Heartwood Wealth Advisors
2331
Heartwood Wealth Advisors
Virginia
$888M -$15.2M -2% 1.79% 59.4% 179 7.82% 2.5
CVC Management Holdings II
2332
CVC Management Holdings II
Jersey
$887M -$137M -13% 10.8% – 4 25% 0.8
Wealth Architects
2333
Wealth Architects
California
$886M +$2.3M +0.3% 0.9% 80.1% 224 8.48% 5.2
Syntegra Private Wealth Group
2334
Syntegra Private Wealth Group
Missouri
$885M +$19.5M +2% 0.42% 56.9% 162 9.26% 1.5
Steigerwald Gordon & Koch
2335
Steigerwald Gordon & Koch
Virginia
$885M -$32M -3% 1.09% 59.5% 129 3.1% 5.8
Hudson Way Capital Management
2336
Hudson Way Capital Management
Texas
$885M +$88.4M +11% 2.93% 51.3% 15 0% 2.6
HTLF Bank
2337
HTLF Bank
Colorado
$885M -$35.9M -4% 0.03% – 243 15.23% 0.9
Norden Group
2338
Norden Group
Utah
$884M +$37M +4% 2.2% 104% 558 14.34% 0.8
Ribbit Management Company
2339
Ribbit Management Company
California
$884M -$608M -41% 21.8% – 11 18.18% 0.8
Signal Advisors Wealth
2340
Signal Advisors Wealth
Michigan
$884M +$186M +27% 0.28% 70.5% 457 16.19% 0.3
J.V. Bruni & Co
2341
J.V. Bruni & Co
Colorado
$883M -$13.8M -2% 1.46% 97.9% 31 3.23% 5.9
Khrom Capital Management
2342
Khrom Capital Management
Florida
$883M +$95.7M +12% 4.05% 35.6% 23 52.17% 1
Hudson Valley Investment Advisors
2343
Hudson Valley Investment Advisors
New York
$883M -$20.7M -2% 1.17% 102% 183 8.2% 6.1
Tran Capital Management
2344
Tran Capital Management
California
$882M -$46.7M -5% 2.84% 173% 65 9.23% 2.5
Jackson Wealth Management
2345
Jackson Wealth Management
Florida
$882M +$44.1M +5% 3.55% 72.1% 184 23.37% 1
Clough Capital Partners
2346
Clough Capital Partners
Massachusetts
$882M -$95.5M -10% 8.52% 175% 168 50.6% 1.2
Cornerstone Advisory
2347
Cornerstone Advisory
Maryland
$880M +$120M +16% 0.57% 53.5% 246 16.67% 4.5
Parkwood LLC
2348
Parkwood LLC
Ohio
$880M -$542M -38% 0.83% 120% 114 49.12% 1.5
Cortland Associates
2349
Cortland Associates
Missouri
$879M +$56.2M +7% 12.2% 58.4% 60 6.67% 5.9
Harbour Trust & Investment Management
2350
Harbour Trust & Investment Management
Indiana
$879M +$1.22M +0.1% 1.66% 116% 163 6.75% 0.9