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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)
Atlas Infrastructure Partners
2501
Atlas Infrastructure Partners
United Kingdom
$505M -$83.9M -14% 5.09% 20.7% 5 0% 0.6
Angeles Wealth Management
2502
Angeles Wealth Management
California
$505M +$4.48M +0.9% 5.07% 70.4% 232 23.71% 0.4
Oldfield Partners
2503
Oldfield Partners
United Kingdom
$505M -$192M -28% 7.97% 90.3% 28 25% 4.5
City Holding Co
2504
City Holding Co
West Virginia
$504M -$26.7M -5% 3.03% 89.2% 539 8.91% 5.2
WealthShield Partners
2505
WealthShield Partners
North Carolina
$504M -$396K -0.1% 5.6% 71% 309 12.94% 1.9
RBO & Co
2506
RBO & Co
California
$503M -$42.2M -8% 6.99% 27.9% 57 3.51% 5.4
Lighthouse Investment Partners
2507
Lighthouse Investment Partners
Florida
$503M +$216M +75% 2.43% 96.2% 88 63.64% 0.2
Evermay Wealth Management
2508
Evermay Wealth Management
Virginia
$503M -$12.3M -2% 3.83% 56.2% 578 12.63% 2.1
Torray Investment Partners
2509
Torray Investment Partners
Maryland
$502M -$22.3M -4% 3.55% 82.4% 104 8.65% 4.5
Ikarian Capital
2510
Ikarian Capital
Texas
$502M -$46.6M -8% 44.6% 5,184% 180 65% 0.7
Kathmere Capital Management
2511
Kathmere Capital Management
Pennsylvania
$502M -$40.7M -8% 4.91% 68.3% 193 30.57% 1.4
Alley Investment Management Company
2512
Alley Investment Management Company
Illinois
$501M -$28.9M -5% 4.7% 54.6% 80 3.75% 0.5
Dendur Capital
2513
Dendur Capital
New York
$501M +$21.3M +4% 0.46% 99.6% 18 38.89% 1
KWB Wealth
2514
KWB Wealth
California
$501M -$18.3M -4% 5.79% 54.8% 113 16.81% 1.2
Lannebo Fonder
2515
Lannebo Fonder
Sweden
$501M -$48.7M -9% 5.15% 49.8% 35 5.71% 4.2
Seven Eight Capital
2516
Seven Eight Capital
New York
$500M +$252M +102% 7.81% 13.6% 671 76.15% 0.2
Portland Global Advisors
2517
Portland Global Advisors
Maine
$500M -$21.9M -4% 5.04% 43.4% 137 5.11% 5.5
Hill City Capital
2518
Hill City Capital
Massachusetts
$500M +$65.9M +15% 15.7% 194% 22 9.09% 1.3
NEIRG Wealth Management
2519
NEIRG Wealth Management
Massachusetts
$500M +$41.9M +9% 4.9% – 152 14.47% 0.6
V Wealth Advisors
2520
V Wealth Advisors
Kansas
$500M -$30.7M -6% 4.61% 36.9% 426 17.37% 2.1
Penn Davis McFarland
2521
Penn Davis McFarland
Texas
$499M -$33.2M -6% 2.7% 100% 45 4.44% 4.5
KFS
2522
Kurt F. Somerville
$498M -$28.8M -5% 3.05% 92.9% 120 5.83% 5.7
BFM
2523
Blacksheep Fund Management
Ireland
$498M -$108M -18% 12.2% 71.5% 7 14.29% 1.6
Charles-Lim Capital
2524
Charles-Lim Capital
Hong Kong
$498M -$250M -33% 6.96% 4.44% 9 66.67% 2.6
Intelligence Driven Advisers
2525
Intelligence Driven Advisers
California
$498M -$12.8M -3% 5.75% 65.6% 117 24.79% 1.3