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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)
KWB Wealth
2451
KWB Wealth
California
$693M +$70M +11% 9.69% 54.8% 145 26.21% 1.6
Rock Creek Group
2452
Rock Creek Group
District of Columbia
$693M -$82.9M -11% 6.41% 37.2% 192 70.31% 1.3
SIA
2453
Strategic Investment Advisors
Michigan
$693M +$85.6M +14% 9.9% 66.1% 257 19.46% 1.7
Simcoe Capital Management
2454
Simcoe Capital Management
New York
$693M +$253K +0% 4.22% 48.7% 16 43.75% 1.2
Atlas Capital Advisors
2455
Atlas Capital Advisors
Wyoming
$691M +$83.3M +14% 10.3% – 952 14.18% 2.6
Graham Holdings Company
2456
Graham Holdings Company
Virginia
$690M +$24.6M +4% 4.14% 95.1% 5 0% 1.9
L.J. Altfest & Co
2457
L.J. Altfest & Co
New York
$690M +$55.8M +9% 9.07% 95.6% 328 20.43% 3.2
Poplar Forest Capital
2458
Poplar Forest Capital
California
$688M -$173M -20% 12.2% 30% 54 5.56% 4.8
Mattern Capital Management
2459
Mattern Capital Management
Colorado
$688M +$69.7M +11% 10.7% 31.5% 139 5.04% 2.9
BFSG LLC
2460
BFSG LLC
California
$687M +$71.2M +12% 8.9% 90.7% 611 60.39% 1
Absolute Investment Advisers
2461
Absolute Investment Advisers
Florida
$685M -$13.8M -2% 0% 0.5% 98 20.41% 1.3
AlphaCore Capital
2462
AlphaCore Capital
California
$684M +$50.7M +8% 7.76% 85.9% 421 20.67% 1.1
Alley Investment Management Company
2463
Alley Investment Management Company
Illinois
$684M +$95.1M +16% 10.8% 54.6% 84 5.95% 1.6
GA
2464
GFS Advisors
Texas
$684M +$40.6M +6% 10.2% 97.9% 160 10.63% 4.9
LCM
2465
Lonestar Capital Management
California
$684M -$20.6M -3% 23.1% 260% 29 37.93% 1.3
Intrua Financial
2466
Intrua Financial
Texas
$684M +$92.7M +16% 9.94% 77.4% 421 23.04% 1.8
Cortland Associates
2467
Cortland Associates
Missouri
$683M +$45.9M +7% 10.2% 58.4% 55 10.91% 5.9
Vancity Investment Management
2468
Vancity Investment Management
British Columbia, Canada
$683M -$88.2M -11% 15% – 72 11.11% 1.8
Rockwood Wealth Management
2469
Rockwood Wealth Management
Pennsylvania
$683M +$86.9M +15% 9.1% 52.6% 80 17.5% 1.4
Engaged Capital
2470
Engaged Capital
California
$683M +$134M +24% 14.7% 26.2% 10 40% 2.1
Recurrent Investment Advisors
2471
Recurrent Investment Advisors
Texas
$682M +$669K +0.1% 2.81% 99.7% 51 13.73% 3.4
Sierra Capital
2472
Sierra Capital
Florida
$682M +$58.8M +9% 5.33% 32.4% 197 14.72% 2.1
Genus Capital Management
2473
Genus Capital Management
British Columbia, Canada
$681M +$45.9M +7% 0% – 369 100% 0
Arden Trust
2474
Arden Trust
Delaware
$681M +$80.2M +13% 10.2% 22.5% 259 14.67% 4.4
Hill Investment Group Partners
2475
Hill Investment Group Partners
Missouri
$679M +$77.8M +13% 9.93% 50.6% 76 25% 1.4