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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)
Argent Financial Group
2351
Argent Financial Group
Louisiana
$842M – – 7.52% – 300 – 0
NJ State Employees Deferred Compensation Plan
2352
NJ State Employees Deferred Compensation Plan
New Jersey
$842M +$37.8M +5% 6.6% 127% 483 3.93% 7.1
Isthmus Partners
2353
Isthmus Partners
Wisconsin
$842M -$7.49M -0.9% 11.6% 73.7% 206 10.19% 3.2
Fidelis Capital Partners
2354
Fidelis Capital Partners
Florida
$840M +$137M +20% 5.76% 115% 430 16.28% 1.1
Aaron Wealth Advisors
2355
Aaron Wealth Advisors
Illinois
$840M +$119M +17% 6.24% 108% 434 26.5% 1.5
Wellspring Financial Advisors
2356
Wellspring Financial Advisors
Ohio
$838M +$103M +14% 5.95% 77.2% 182 25.82% 2.1
Sierra Capital
2357
Sierra Capital
Florida
$838M +$89.6M +12% 3.66% 32.4% 197 8.12% 2.4
TRUE Private Wealth Advisors
2358
TRUE Private Wealth Advisors
Oregon
$838M -$45M -5% 6.05% 89.2% 289 29.41% 4.3
Rodgers & Associates
2359
Rodgers & Associates
Pennsylvania
$838M +$60.9M +8% 7.63% 56.3% 97 7.22% 2.9
Private Advisory Group
2360
Private Advisory Group
Washington
$838M +$69.7M +9% 4.46% 177% 225 36.44% 1.6
Jackson Wealth Management
2361
Jackson Wealth Management
Florida
$838M +$371M +80% 3.84% 72.1% 186 50% 0.9
Wealth Alliance
2362
Wealth Alliance
New York
$837M +$63M +8% 7.22% 75.7% 552 13.04% 2.7
Parthenon LLC
2363
Parthenon LLC
Kentucky
$837M +$50.2M +6% 7.11% 93.3% 128 7.81% 7.6
Delta Air Lines
2364
Delta Air Lines
Georgia
$837M +$126M +18% 34.4% 5.3% 5 0% 2.6
RWC Asset Advisors
2365
RWC Asset Advisors
Florida
$837M -$143M -15% 16.4% 267% 21 23.81% 2
Kora Management
2366
Kora Management
New York
$836M +$109M +15% 23.3% 307% 9 33.33% 1.6
Nebula Research & Development
2367
Nebula Research & Development
New York
$836M +$219M +35% 7.19% – 1,220 62.3% 0.2
Journey Advisory Group
2368
Journey Advisory Group
Kentucky
$835M -$1.46M -0.2% 5.61% 66.2% 226 0.44% 2.6
Vancity Investment Management
2369
Vancity Investment Management
British Columbia, Canada
$835M -$743M -47% 5.75% – 75 17.33% 1.9
Common Fund For Nonprofit Organizations
2370
Common Fund For Nonprofit Organizations
Connecticut
$834M +$110M +15% 6.23% 70.8% 26 46.15% 1.2
CoreView Capital Management
2371
CoreView Capital Management
Hong Kong
$834M +$197M +31% 29.7% 50.9% 9 11.11% 2.2
Trust Company
2372
Trust Company
Kansas
$832M +$57.1M +7% 5.65% 40.6% 400 16.75% 4.2
Shepherd Financial Partners
2373
Shepherd Financial Partners
Massachusetts
$831M +$55.9M +7% 6.65% 78% 226 9.73% 3.5
Unison Advisors
2374
Unison Advisors
District of Columbia
$831M +$34.5M +4% 7.18% 54.6% 203 23.15% 3
Gladius Capital Management
2375
Gladius Capital Management
Illinois
$830M +$14.1M +2% 4.73% 78% 363 40.77% 1.1