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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
GF
2401
Gates Foundation
Washington
$611M +$173M +40% 34.9% 58.1% 7 28.57%
SB
2402
Sunflower Bank
Texas
$611M +$28.5M +5% 4.08% 42.7% 216 15.74%
ZIG
2403
Zuckerman Investment Group
Illinois
$609M +$66.4M +12% 13% 115% 110 21.82%
HAM
2404
HoldCo Asset Management
Florida
$609M +$156M +34% 25.6% 25 20%
JA
2405
JLB & Associates
Michigan
$608M +$5.22M +0.9% 2.6% 57.7% 71 1.41%
HPWM
2406
Highland Private Wealth Management
Washington
$608M +$28.7M +5% 2.99% 19% 158 12.03%
LWIC
2407
Leith Wheeler Investment Counsel
British Columbia, Canada
$607M -$106M -15% 9.59% 46.8% 49 16.33%
MW
2408
Marcum Wealth
Ohio
$607M +$181M +43% 5.4% 20% 347 43.8%
AWA
2409
Arkadios Wealth Advisors
Georgia
$607M +$130M +27% 6.97% 73.7% 1,805 22.71%
RA
2410
RiverPark Advisors
New York
$607M +$37.9M +7% 3.06% 87.5% 175 67.43%
TCM
2411
Traynor Capital Management
Pennsylvania
$606M +$42.3M +8% 5.65% 225% 193 23.83%
SLG
2412
Stanley-Laman Group
Pennsylvania
$606M +$41.4M +7% 4.43% 82.9% 277 27.44%
AC
2413
Abbrea Capital
California
$605M +$46.9M +8% 3.6% 38% 230 10%
AAM
2414
Azzad Asset Management
Virginia
$603M +$52.4M +10% 5.2% 101% 323 16.41%
BCM
2415
Barometer Capital Management
Ontario, Canada
$603M +$69.4M +13% 17.2% 311% 217 57.14%
GCP
2416
GSA Capital Partners
United Kingdom
$603M -$8.68M -1% 15.8% 64.7% 1,678 68.89%
PIM
2417
Perpetual Investment Management
Australia
$602M -$75.2M -11% 11.3% 252 26.98%
KC
2418
Keenan Capital
California
$601M -$16.1M -3% 8.82% 118% 13 0%
AFG
2419
American Financial Group
Ohio
$601M -$173M -22% 10.5% 32.3% 114 22.81%
AIA
2420
Ally Invest Advisors
North Carolina
$601M +$118M +24% 3.54% 32.2% 17 0%
PA
2421
Planning Alternatives
Michigan
$600M +$36.5M +6% 6.1% 50.4% 47 10.64%
WMIG
2422
White Mountains Insurance Group
New Hampshire
$600M -$202M -25% 9.32% 45.8% 1 0%
AC
2423
Athos Capital
Hong Kong
$599M +$236M +65% 4.43% 82.2% 172 83.72%
AI
2424
Atom Investors
Texas
$598M -$392M -40% 22.5% 63.4% 477 74.84%
GIA
2425
Granite Investment Advisors
New Hampshire
$598M +$35.8M +6% 7.43% 55.6% 187 14.97%