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
JVBC
1951
J.V. Bruni & Co
Colorado
$554M -$12.6M -2% 27
GH
1952
Grosvenor Holdings
Illinois
$553M +$127M +30% 23
PFA
1953
Pure Financial Advisors
California
$553M -$4.38M -0.8% 140
ANRF
1954
Adams Natural Resources Fund
Maryland
$553M -$30.8M -5% 65
KF
1955
Krilogy Financial
Missouri
$553M +$31.6M +6% 188
AHC
1956
Adell Harriman & Carpenter
Texas
$552M +$16.8M +3% 148
NC
1957
NewSquare Capital
Pennsylvania
$552M +$4.2M +0.8% 391
TIA
1958
Tandem Investment Advisors
South Carolina
$552M +$24.3M +5% 65
JGUA
1959
John G. Ullman & Associates
New York
$551M -$18M -3% 161
HIM
1960
HGC Investment Management
Ontario, Canada
$550M +$40.2M +8% 160
SFG
1961
Sather Financial Group
Texas
$550M +$23.4M +4% 64
KL
1962
KGH Ltd
Bahamas
$550M -$633M -53% 56
SCA
1963
Stieven Capital Advisors
Missouri
$550M -$9.21M -2% 63
TWI
1964
Thomas White International
Illinois
$548M -$19.8M -3% 270
NPPM
1965
North Point Portfolio Managers
Ohio
$547M +$1.67M +0.3% 80
FWP
1966
FAS Wealth Partners
Kansas
$547M +$13.1M +2% 193
FCM
1967
Freshford Capital Management
New York
$547M -$47.2M -8% 21
EA
1968
Efficient Advisors
Ohio
$547M -$25.5M -4% 50
UBV
1969
United Bank (Virginia)
Virginia
$547M -$51.3M -9% 146
GCM
1970
Glynn Capital Management
California
$547M -$38.5M -7% 44
NSEDCP
1971
NJ State Employees Deferred Compensation Plan
New Jersey
$547M -$10.6M -2% 568
PA
1972
Planning Alternatives
Michigan
$547M -$811K -0.1% 52
WCM
1973
Weld Capital Management
New York
$546M +$1.55M +0.3% 1,121
HCM
1974
Hengehold Capital Management
Ohio
$545M +$24.7M +5% 132
CGL
1975
Clarius Group LLC
Washington
$545M +$47.8M +10% 288