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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)
Delta Accumulation LLC
2576
Delta Accumulation LLC
California
$632M +$186M +42% 24.5% 96.5% 204 32.84% 0.6
Crewe Advisors
2577
Crewe Advisors
Utah
$632M +$53.8M +9% 12.4% 96.1% 726 63.22% 1.6
GA
2578
GuoLine Advisory
Singapore
$632M +$125M +25% 13.1% 112% 16 25% 0.5
Adams Natural Resources Fund
2579
Adams Natural Resources Fund
Maryland
$630M -$42.5M -6% 3.47% 50.6% 57 3.51% 6.5
John G. Ullman & Associates
2580
John G. Ullman & Associates
New York
$630M +$19.1M +3% 9.15% 156% 186 16.13% 4
Valley National Advisers
2581
Valley National Advisers
Pennsylvania
$630M +$57.6M +10% 10.7% 87.2% 1,299 27.17% 3.7
Moloney Securities Asset Management
2582
Moloney Securities Asset Management
Missouri
$630M +$74.8M +13% 9.77% 86% 499 20.44% 3.2
Clear Creek Financial Management
2583
Clear Creek Financial Management
Washington
$630M +$59.7M +10% 9.53% 86.1% 375 23.2% 1.6
HAP Trading
2584
HAP Trading
New York
$630M +$3.51M +0.6% 11.8% 141% 1,268 46.06% 2
Kryger Capital
2585
Kryger Capital
United Kingdom
$628M -$238M -27% 28.8% 421% 19 89.47% 0.1
Foundation Resource Management
2586
Foundation Resource Management
Arkansas
$628M +$25.4M +4% 3.76% 84.5% 54 7.41% 7.2
Dow Chemical Company
2587
Dow Chemical Company
Michigan
$627M -$5.98M -0.9% 8.95% 29.4% 6 0% 1.5
Cadinha & Co
2588
Cadinha & Co
Hawaii
$626M +$174M +39% 11% 132% 96 5.21% 6.1
River Wealth Advisors
2589
River Wealth Advisors
Pennsylvania
$626M +$67.2M +12% 12.1% 80.3% 217 12.44% 5.4
WA
2590
Wealthstar Advisors
Texas
$626M +$366M +141% 15.3% – 141 30.5% 2.2
Octagon Capital Advisors
2591
Octagon Capital Advisors
New York
$625M -$25.9M -4% 42.4% 2,969% 51 56.86% 0.9
WealthPlan Investment Management
2592
WealthPlan Investment Management
Nebraska
$624M +$58.6M +10% 8.21% 74.2% 199 20.6% 1.3
PRC
2593
Pearl River Capital
Michigan
$624M -$13.2M -2% 12.6% 20.3% 662 58.61% 0.5
Baker Ellis Asset Management
2594
Baker Ellis Asset Management
Washington
$624M +$67M +12% 9.71% 91.9% 220 10% 5.1
Stillwater Capital Advisors
2595
Stillwater Capital Advisors
Pennsylvania
$624M +$74.1M +13% 12.2% 121% 74 10.81% 5.4
Twele Capital Management
2596
Twele Capital Management
Minnesota
$623M +$39.7M +7% 8.87% 37.1% 42 2.38% 7.6
McGowan Group Asset Management
2597
McGowan Group Asset Management
Texas
$623M -$10.8M -2% 4.11% 69.8% 140 13.57% 3.5
Thompson Investment Management
2598
Thompson Investment Management
Wisconsin
$622M +$58.9M +10% 11.8% 100% 446 10.31% 3
Sphera Funds Management
2599
Sphera Funds Management
Israel
$621M +$72.3M +13% 30.5% 245% 112 38.39% 0.8
New England Asset Management
2600
New England Asset Management
Connecticut
$621M +$11.6M +2% 10.7% 55.6% 121 13.22% 5.4