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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)
Bleichroeder LP
2576
Bleichroeder LP
New York
$479M -$5.04M -1% 1.54% 202% 98 6.12% 1.7
Raub Brock Capital Management
2577
Raub Brock Capital Management
California
$479M -$44.7M -9% 3.42% 54.7% 69 14.49% 2.6
Miller Investment Management
2578
Miller Investment Management
Pennsylvania
$479M -$7.18M -1% 4.32% 60.2% 94 8.51% 4.9
Sourcerock Group
2579
Sourcerock Group
Colorado
$479M -$22.3M -4% 3.22% 59.1% 28 39.29% 0.6
CPH
2580
C Partners Holding
Switzerland
$479M -$53M -10% 7.77% 25.6% 19 10.53% 3.7
Wealth Architects
2581
Wealth Architects
California
$478M -$34M -7% 6.37% 80.1% 190 13.16% 4.4
Focused Wealth Management
2582
Focused Wealth Management
New York
$477M -$72.7M -13% 5.19% 73.9% 1,111 13.32% 3.9
Regal Partners
2583
Regal Partners
Australia
$477M -$112M -19% 2.4% 146% 41 39.02% 1.3
Absher Wealth Management
2584
Absher Wealth Management
North Carolina
$476M -$37.9M -7% 5.64% 54.5% 50 2% 2.5
Austin Private Wealth
2585
Austin Private Wealth
Texas
$476M +$24.4M +5% 5.6% 62.3% 151 17.88% 1.6
Sapience Investments
2586
Sapience Investments
California
$476M -$57.4M -11% 4.83% 54.9% 86 8.14% 3.1
Ropes Wealth Advisors
2587
Ropes Wealth Advisors
Massachusetts
$476M -$10.3M -2% 5.42% 71% 284 16.9% 5
Redwood Investment Management
2588
Redwood Investment Management
Arizona
$476M -$118M -20% 4.2% 62.5% 306 58.82% 1
Knightsbridge Asset Management
2589
Knightsbridge Asset Management
California
$476M -$27.8M -6% 4.54% 150% 136 25% 1.5
NTV Asset Management
2590
NTV Asset Management
West Virginia
$475M -$35.8M -7% 5.05% 110% 251 6.77% 5.3
JGP Wealth Management
2591
JGP Wealth Management
Oregon
$475M -$20M -4% 4.8% 87.8% 147 6.8% 3
Smith Anglin Financial
2592
Smith Anglin Financial
Texas
$475M +$133M +39% 4.21% 52.8% 153 23.53% 1.2
KCM
2593
Kynam Capital Management
New Jersey
$475M +$83M +21% 20.1% 320% 42 30.95% 0.5
CL
2594
CIM LLC
New York
$474M -$7.38M -2% 1.49% 108% 168 23.81% 3.4
Cahill Financial Advisors
2595
Cahill Financial Advisors
Minnesota
$474M +$3.96M +0.8% 5.96% 55.9% 223 11.66% 4.1
Sloy Dahl & Holst
2596
Sloy Dahl & Holst
Washington
$474M +$54.7M +13% 13% 132% 81 16.05% 1.6
Brio Consultants
2597
Brio Consultants
California
$473M +$32.7M +7% 5.29% 42.7% 104 35.58% 1.6
Sunbelt Securities
2598
Sunbelt Securities
Texas
$473M +$200K +0% 4.62% 83.5% 460 11.96% 2.7
Donor Advised Charitable Giving
2599
Donor Advised Charitable Giving
California
$473M -$105M -18% 18% 365% 42 11.9% 2.1
T
2600
TCWP
Ohio
$472M +$1.93M +0.4% 5.38% – 302 25.5% 0.6