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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)
DDD Partners
2451
DDD Partners
Washington
$668M +$10M +2% 1.99% 62.1% 66 12.12% 1.6
Verity & Verity
2452
Verity & Verity
South Carolina
$668M +$35.2M +6% 1.15% 90.4% 106 6.6% 4
Dendur Capital
2453
Dendur Capital
New York
$668M +$66.4M +11% 0.8% 99.6% 30 63.33% 0.4
Verus Financial Partners
2454
Verus Financial Partners
Virginia
$668M +$13M +2% 1.24% 45.7% 97 4.12% 2.4
IR
2455
IAT Reinsurance
New York
$667M -$74.6M -10% 5.07% 60.2% 101 26.73% 3.9
Fort Point Capital Partners
2456
Fort Point Capital Partners
California
$667M +$121M +22% 1.82% 62.2% 262 41.6% 1.8
Emerson Point Capital
2457
Emerson Point Capital
New York
$666M -$14.3M -2% 5.66% 94.8% 37 10.81% 1.8
Parthenon LLC
2458
Parthenon LLC
Kentucky
$665M -$1.98M -0.3% 0.73% 93.3% 124 5.65% 5.8
Fusion Family Wealth
2459
Fusion Family Wealth
New York
$665M -$2.3M -0.3% 1.65% 58.2% 38 7.89% 3.6
Van Cleef Asset Management
2460
Van Cleef Asset Management
Ohio
$664M -$12M -2% 1.31% 104% 122 4.92% 5.7
Empirical Finance
2461
Empirical Finance
Pennsylvania
$663M +$50M +8% 0.34% 124% 439 12.98% 1.3
LVM Capital Management
2462
LVM Capital Management
Michigan
$663M +$8.04M +1% 0.19% 121% 137 7.3% 4.7
Navellier & Associates
2463
Navellier & Associates
Nevada
$663M +$148K +0% 1.24% 361% 348 25.57% 1.3
Sands Capital Ventures
2464
Sands Capital Ventures
Virginia
$663M – – 3.48% 167% 13 – 0
Deltec Asset Management
2465
Deltec Asset Management
New York
$663M -$63.8M -9% 4.23% 127% 327 26.91% 1.7
First American Trust
2466
First American Trust
California
$662M +$25.6M +4% 0.17% 84.6% 169 19.53% 3.1
Hills Bank & Trust
2467
Hills Bank & Trust
Iowa
$662M +$2.5M +0.4% 0.21% 52.8% 266 8.27% 3.5
Berry Street Capital Management
2468
Berry Street Capital Management
United Kingdom
$661M -$475M -42% 7.65% 331% 146 78.77% 0.2
Adventist Health System West
2469
Adventist Health System West
California
$660M -$23.2M -3% 1.14% 60.2% 6 16.67% 1.6
First Trust Capital Management
2470
First Trust Capital Management
Illinois
$659M -$11M -2% 8.23% 214% 299 50.5% 0.3
PGIM Custom Harvest
2471
PGIM Custom Harvest
New Jersey
$659M +$118M +22% 0.77% 78.2% 250 12% 0.6
KFS
2472
Kurt F. Somerville
$659M -$10.9M -2% 0.17% 92.9% 117 3.42% 5.2
Nations Financial Group
2473
Nations Financial Group
Iowa
$659M +$61.5M +10% 0.61% 105% 469 22.39% 2
Toth Financial Advisory
2474
Toth Financial Advisory
Virginia
$658M +$3.45M +0.5% 0.24% 90.4% 818 22% 2.1
Raub Brock Capital Management
2475
Raub Brock Capital Management
California
$658M +$77.6M +13% 0.74% 54.7% 66 21.21% 1.9