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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)
Teamwork Financial Advisors
2576
Teamwork Financial Advisors
Texas
$541M +$44.4M +9% 11.6% 134% 215 26.05% 1.5
CCMP Capital
2577
CCMP Capital
New York
$541M -$324M -37% 21.9% 12.3% 3 33.33% 1.8
Brio Consultants
2578
Brio Consultants
California
$540M +$38.4M +8% 4.8% 42.7% 94 9.57% 1.9
TA
2579
TCM Advisors
West Virginia
$539M +$443M +460% 7% 56.1% 61 0% 0.7
LS Investment Advisors
2580
LS Investment Advisors
Michigan
$539M +$25.7M +5% 4.98% 98.7% 136 9.56% 7.8
Strategic Wealth Investment Group
2581
Strategic Wealth Investment Group
Kentucky
$539M +$107M +25% 8.66% – 142 25.35% 1.6
Regents of the University of California
2582
Regents of the University of California
California
$538M +$10.8M +2% 7.15% 76.6% 34 14.71% 5.3
StepStone Group
2583
StepStone Group
California
$538M -$222M -29% 0.51% 107% 26 26.92% 1.1
Perennial Investment Advisors
2584
Perennial Investment Advisors
California
$538M +$292M +119% 7.81% 84.3% 378 43.65% 1.1
Talbot Financial
2585
Talbot Financial
Washington
$538M +$51.9M +11% 9.48% 118% 60 10% 0.2
Ophir Asset Management
2586
Ophir Asset Management
Australia
$538M +$17.7M +3% 11.5% 282% 36 44.44% 0.5
NTV Asset Management
2587
NTV Asset Management
West Virginia
$538M +$28.4M +6% 4.92% 110% 254 3.15% 5.4
Investure LLC
2588
Investure LLC
Virginia
$537M +$26M +5% 4.39% 55.4% 21 38.1% 3.5
Moloney Securities Asset Management
2589
Moloney Securities Asset Management
Missouri
$537M +$83.9M +19% 5.58% 86% 461 16.49% 2.9
Campbell & Co Investment Adviser
2590
Campbell & Co Investment Adviser
Maryland
$537M +$119M +28% 4.97% 31% 1,092 61.17% 0.3
SKBA Capital Management
2591
SKBA Capital Management
California
$537M -$4.44M -0.8% 0.93% 53.9% 79 8.86% 4.1
Lake Street Private Wealth
2592
Lake Street Private Wealth
Illinois
$536M +$52.4M +11% 8.29% 105% 299 10.03% 2
Redpoint Management
2593
Redpoint Management
California
$535M +$126M +31% 32.6% 20.6% 11 27.27% 0.8
Pinkerton Retirement Specialists
2594
Pinkerton Retirement Specialists
Idaho
$535M +$72.8M +16% 5.73% 98% 161 42.24% 2
Slow Capital
2595
Slow Capital
California
$535M +$85.2M +19% 16.2% 156% 175 24% 3.1
V Wealth Advisors
2596
V Wealth Advisors
Kansas
$534M +$50.2M +10% 9.66% 36.9% 403 16.13% 2.3
Kohmann Bosshard Financial Services
2597
Kohmann Bosshard Financial Services
Ohio
$533M +$30.7M +6% 3.29% 47% 173 15.03% 2.7
Albar Capital
2598
Albar Capital
United Kingdom
$532M +$265M +99% 20.4% 163% 65 76.92% 0.2
KCM
2599
Kingdon Capital Management
New York
$532M +$29.6M +6% 20.8% 217% 75 57.33% 0.9
Parkside Investments
2600
Parkside Investments
Illinois
$531M +$29.6M +6% 5.21% 70.4% 100 18% 2.9