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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)
J.V. Bruni & Co
2426
J.V. Bruni & Co
Colorado
$1.1B +$138M +14% 24.4% 97.9% 33 6.06% 5.8
Vivo Capital
2427
Vivo Capital
California
$1.1B -$108M -9% 17.5% 7,491% 53 24.53% 1.5
Miller Investment Management
2428
Miller Investment Management
Pennsylvania
$1.09B +$87.7M +9% 11.6% 60.2% 89 10.11% 7.3
Goldstein Advisors
2429
Goldstein Advisors
Wisconsin
$1.09B +$194M +22% 14.6% 62.6% 275 22.55% 1.9
Berkshire Money Management
2430
Berkshire Money Management
Massachusetts
$1.09B +$118M +12% 14.2% 61.8% 59 16.95% 3.6
Taiyo Life Insurance Company
2431
Taiyo Life Insurance Company
Japan
$1.09B +$188M +21% 20.4% 90.5% 11 9.09% 4.6
Koch Inc
2432
Koch Inc
Kansas
$1.09B +$172M +19% 62.9% – 10 20% 1
Goldstone Financial Group
2433
Goldstone Financial Group
Illinois
$1.09B +$172M +19% 13.8% 54.9% 252 13.1% 2
Intrua Financial
2434
Intrua Financial
Texas
$1.09B +$123M +13% 13.4% 77.4% 525 18.29% 2.6
Stansberry Asset Management
2435
Stansberry Asset Management
Texas
$1.09B +$119M +12% 10.5% 79.6% 162 20.99% 2.5
Alta Park Capital
2436
Alta Park Capital
California
$1.09B +$450M +70% 102% 1,071% 37 59.46% 1.3
Asset Advisors Investment Management
2437
Asset Advisors Investment Management
Georgia
$1.09B +$41.4M +4% 7.73% 67.5% 108 7.41% 5.4
Rational Advisors
2438
Rational Advisors
New York
$1.09B +$110M +11% 6.85% 37.7% 208 20.19% 1.6
Armis Advisers
2439
Armis Advisers
Georgia
$1.09B +$53.2M +5% 13% – 504 13.1% 0.8
TCM
2440
Trybe Capital Management
Connecticut
$1.09B +$508M +87% 122% 681% 8 12.5% 2
Legacy Edge Advisors
2441
Legacy Edge Advisors
New York
$1.09B +$137M +14% 13% – 248 13.71% 1.7
Common Fund For Nonprofit Organizations
2442
Common Fund For Nonprofit Organizations
Connecticut
$1.09B +$53.2M +5% 9.7% 70.8% 29 10.34% 2
Granite Bay Wealth Management
2443
Granite Bay Wealth Management
New Hampshire
$1.09B +$616M +131% 14% – 175 49.14% 0.9
Palisade Asset Management
2444
Palisade Asset Management
Minnesota
$1.08B +$87.4M +9% 13.9% 61.8% 205 5.37% 8
Graham Holdings Company
2445
Graham Holdings Company
Virginia
$1.08B +$116M +12% 12% 95.1% 6 0% 3.8
Dock Street Asset Management
2446
Dock Street Asset Management
Florida
$1.08B +$131M +14% 21.3% 175% 68 20.59% 3.9
Boulay Financial Advisors
2447
Boulay Financial Advisors
Minnesota
$1.08B +$209M +24% 13.6% – 6 16.67% 0.7
Great Waters Wealth Management
2448
Great Waters Wealth Management
Minnesota
$1.08B +$135M +14% 10.9% 49% 128 6.25% 2.5
Hook Mill Capital Partners
2449
Hook Mill Capital Partners
New York
$1.08B -$56.1M -5% 12.8% 149% 48 41.67% 1.2
KMG Fiduciary Partners
2450
KMG Fiduciary Partners
Ohio
$1.08B -$276M -20% 19.3% 114% 272 27.94% 4.3