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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)
Berger Financial Group
2376
Berger Financial Group
Minnesota
$755M +$200M +36% 8.2% 59.9% 265 25.28% 0.7
Gabelli & Co Investment Advisers
2377
Gabelli & Co Investment Advisers
New York
$755M -$72.2M -9% 7.84% 248% 570 29.12% 0.9
Cahaba Wealth Management
2378
Cahaba Wealth Management
Georgia
$754M +$74.4M +11% 6.02% 48.7% 149 14.77% 1.8
Wedgewood Partners
2379
Wedgewood Partners
Missouri
$753M +$44.2M +6% 10.9% 78.1% 42 11.9% 3.8
Mayflower Financial Advisors
2380
Mayflower Financial Advisors
Massachusetts
$753M +$12.1M +2% 6.91% 68.7% 369 12.74% 0.8
LVM Capital Management
2381
LVM Capital Management
Michigan
$750M +$86.7M +13% 13.8% 121% 139 7.91% 4.8
Bloom Tree Partners
2382
Bloom Tree Partners
New York
$749M -$89.7M -11% 4.15% 20.4% 184 26.09% 0.6
FIFTHDELTA
2383
FIFTHDELTA
United Kingdom
$749M – – 20.7% 16.6% 13 – 0
True Link Financial Advisors
2384
True Link Financial Advisors
California
$749M +$20.4M +3% 2.16% 27.3% 842 16.03% 0.8
C
2385
Chescapmanager
Maryland
$749M +$43.1M +6% 4.42% 202% 75 32% 1.3
Shanda Asset Management Holdings
2386
Shanda Asset Management Holdings
British Virgin Islands
$749M -$215M -22% 3.87% 125% 71 61.97% 1.2
BCH
2387
Berkshire Capital Holdings
California
$748M +$3.56M +0.5% 24.1% 2,748% 102 27.45% 1.5
Ausdal Financial Partners
2388
Ausdal Financial Partners
Iowa
$748M +$75.8M +11% 7.03% 63.2% 529 18.71% 2.5
LVZ Inc
2389
LVZ Inc
Michigan
$748M +$49.3M +7% 5.29% 52.9% 113 15.04% 2.4
Singapore Technologies Telemedia
2390
Singapore Technologies Telemedia
Singapore
$747M -$150M -17% 16.7% 185% 1 0% 4.8
Common Fund For Nonprofit Organizations
2391
Common Fund For Nonprofit Organizations
Connecticut
$747M -$153M -17% 9.82% 70.8% 12 41.67% 0.8
Azzad Asset Management
2392
Azzad Asset Management
Virginia
$745M +$68.8M +10% 11.5% 118% 342 9.36% 3.2
Fort Point Capital Partners
2393
Fort Point Capital Partners
California
$745M +$78.1M +12% 7.81% 62.2% 298 19.8% 1.8
AH
2394
Allen Holding
New York
$745M +$69.2M +10% 6.19% 185% 17 0% 3.6
CFS Investment Advisory Services
2395
CFS Investment Advisory Services
New Jersey
$745M +$14.9M +2% 7.29% 59.7% 228 18.86% 0.2
Bouchey Financial Group
2396
Bouchey Financial Group
New York
$744M +$24.4M +3% 8.43% 66.7% 98 24.49% 3
Cadinha & Co
2397
Cadinha & Co
Hawaii
$743M +$43.1M +6% 13.2% 132% 128 13.28% 4.3
Abbrea Capital
2398
Abbrea Capital
California
$742M +$72.4M +11% 8.85% 38% 261 11.11% 3
Penobscot Investment Management
2399
Penobscot Investment Management
Massachusetts
$741M +$67.9M +10% 13% 114% 247 7.69% 4.9
J. Safra Asset Management
2400
J. Safra Asset Management
New York
$741M +$328M +79% 10.8% 93.8% 29 24.14% 1.8