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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)
American Financial Advisors
2351
American Financial Advisors
Georgia
$720M -$66.1M -8% 5.8% 52.7% 141 12.06% 2.4
Soltis Investment Advisors
2352
Soltis Investment Advisors
Utah
$720M +$10.5M +1% 2.2% 95.1% 282 18.79% 1.5
LVZ Inc
2353
LVZ Inc
Michigan
$719M -$29.3M -4% 4.93% 52.9% 116 12.93% 2.5
Red Cedar Investment Management
2354
Red Cedar Investment Management
Michigan
$717M -$118M -14% 3.04% 81.4% 103 22.33% 1.3
Fort Point Capital Partners
2355
Fort Point Capital Partners
California
$717M -$27.7M -4% 4.64% 62.2% 318 19.81% 1.9
Graves Light Lenhart Wealth
2356
Graves Light Lenhart Wealth
Virginia
$717M +$13.5M +2% 1.51% 47.7% 768 12.24% 1.5
Resources Management Corp
2357
Resources Management Corp
Connecticut
$716M -$52.7M -7% 4.58% 78.5% 526 4.56% 2.7
KC
2358
Keenan Capital
California
$715M -$77.1M -10% 7.1% 110% 15 13.33% 2.3
RP Investment Advisors
2359
RP Investment Advisors
Ontario, Canada
$715M -$89.5M -11% 0.79% 17.4% 180 28.89% 0.4
Cozad Asset Management
2360
Cozad Asset Management
Illinois
$714M +$8.47M +1% 2.94% 132% 371 10.51% 2.3
Abbrea Capital
2361
Abbrea Capital
California
$714M -$28.4M -4% 3.53% 38% 251 6.37% 3.4
Southern Farm Bureau Life Insurance
2362
Southern Farm Bureau Life Insurance
Mississippi
$713M -$16.8M -2% 4.26% 52.3% 35 17.14% 1.1
Abner Herrman & Brock
2363
Abner Herrman & Brock
New Jersey
$712M -$55.6M -7% 0.22% 156% 110 18.18% 4.4
Moody Aldrich Partners
2364
Moody Aldrich Partners
Massachusetts
$711M -$6.54M -0.9% 6.31% 312% 180 28.33% 1.4
TRUE Private Wealth Advisors
2365
TRUE Private Wealth Advisors
Oregon
$711M +$8.02M +1% 0.35% 89.2% 282 19.86% 3.1
Cardiff Park Advisors
2366
Cardiff Park Advisors
California
$710M -$51.9M -7% 7.16% 88.6% 329 10.33% 0.2
Apella Capital
2367
Apella Capital
Connecticut
$710M -$74.2M -9% 4.68% 48.6% 227 18.94% 1.3
IBM Retirement Fund
2368
IBM Retirement Fund
New York
$710M -$95.3M -12% 3.57% 54.4% 562 11.21% 5.7
Tompkins Financial
2369
Tompkins Financial
New York
$709M +$146M +26% 4.18% 84.4% 616 44.48% 3
Wedgewood Partners
2370
Wedgewood Partners
Missouri
$709M -$44.2M -6% 9.24% 78.1% 45 20% 3.4
Sphera Funds Management
2371
Sphera Funds Management
Israel
$708M -$202M -22% 3.83% 245% 107 54.21% 0.7
Heritage Trust
2372
Heritage Trust
Oklahoma
$708M -$72.4M -9% 4.19% – 253 6.72% 3.2
Alibaba Group
2373
Alibaba Group
Hong Kong
$707M -$443M -39% 36.8% 2.06% 7 0% 3.5
Steadview Capital Management
2374
Steadview Capital Management
United Kingdom
$706M -$363M -34% 31.4% 839% 16 6.25% 0.9
Sandia Investment Management
2375
Sandia Investment Management
Massachusetts
$705M +$110M +18% 0.54% 20.5% 317 28.71% 0.2