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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)
Exchange Capital Management
2601
Exchange Capital Management
Michigan
$297M +$20.6M +7% 3.36% 57.8% 265 23.77% 1.5
Invesco Private Capital
2602
Invesco Private Capital
New York
$297M -$230M -44% 26.2% 41.9% 5 20% 3.5
ECM
2603
EII Capital Management
New York
$297M -$15.8M -5% 2.94% 46.9% 122 20.49% 1.9
CenturyLink Investment Management
2604
CenturyLink Investment Management
Colorado
$296M -$12.3M -4% 3.13% – 215 20.93% 2.2
Kays Financial Advisory
2605
Kays Financial Advisory
Georgia
$296M +$14.8M +5% 1.38% 23.3% 84 17.86% 1.9
Jaffetilchin Investment Partners
2606
Jaffetilchin Investment Partners
Florida
$296M -$97.9M -25% 3.55% 88.1% 313 48.56% 1
Radnor Capital Management
2607
Radnor Capital Management
Pennsylvania
$295M -$716K -0.2% 1.16% 86.6% 180 6.67% 0.5
Nelson Capital Management
2608
Nelson Capital Management
California
$295M -$2.13M -0.7% 2.33% 121% 322 27.02% 2.1
Bristlecone Advisors
2609
Bristlecone Advisors
Washington
$295M +$8.67M +3% 3.13% 103% 157 11.46% 1.3
Sunflower Bank Wealth Management
2610
Sunflower Bank Wealth Management
Arizona
$295M +$1.02M +0.3% 1.48% 33.7% 99 10.1% 3.2
PAM
2611
Pagoda Asset Management
New York
$294M -$29.5M -9% 5.79% – 26 61.54% 0.4
Nadler Financial Group
2612
Nadler Financial Group
Illinois
$294M +$7.12M +2% 2.76% 72.4% 83 8.43% 3
WealthSource Partners
2613
WealthSource Partners
California
$293M +$22.1M +8% 2% 16.8% 331 28.1% 0.7
Intrust Bank
2614
Intrust Bank
Kansas
$293M +$10.4M +4% 3.02% 102% 389 9% 2.1
KCP
2615
KDI Capital Partners
North Carolina
$293M +$1.3M +0.4% 2.9% 77.1% 66 24.24% 1.6
CDIA
2616
Capital Directions Investment Advisors
Georgia
$293M +$4.44M +2% 3.4% 7.53% 119 35.29% 1.8
M Holdings Securities
2617
M Holdings Securities
Oregon
$293M +$33.6M +13% 2.62% 83.9% 311 19.29% 1.8
Clover Partners
2618
Clover Partners
Texas
$293M +$40.8M +16% 2.52% 32.2% 36 16.67% 1.1
U.S. Global Investors (USGI)
2619
U.S. Global Investors (USGI)
Texas
$292M +$85.7M +42% 2.48% 151% 209 56.46% 0.7
Fusion Family Wealth
2620
Fusion Family Wealth
New York
$292M +$25.2M +9% 2.61% 58.2% 335 20.9% 0.4
CC
2621
Carve Capital
Sweden
$292M -$95M -25% 1.5% 84.3% 8 62.5% 0.3
Vision Capital Management
2622
Vision Capital Management
Oregon
$292M +$13.3M +5% 4.02% 78.4% 91 10.99% 1.9
Herald Investment Management
2623
Herald Investment Management
United Kingdom
$292M +$18.7M +7% 12.6% 493% 95 11.58% 2.5
PI
2624
PHH Investments
Texas
$291M +$18.2M +7% 2.29% 30.9% 75 20% 0.4
Oasis Management Company
2625
Oasis Management Company
Cayman Islands
$291M +$47.6M +20% 5.46% 368% 41 63.41% 0.4