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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)
Strid Group
2651
Strid Group
Pennsylvania
$235M – – 3.02% 50.4% 46 – 0
Whetstone Capital Advisors
2652
Whetstone Capital Advisors
Kansas
$235M -$30.8M -12% 1.32% 282% 29 41.38% 0.8
CII
2653
Chapter IV Investors
North Carolina
$235M -$50.9M -18% 7.51% 4.15% 12 16.67% 2
Strategic Global Advisors
2654
Strategic Global Advisors
California
$235M +$25.9M +12% 8% 137% 146 18.49% 0.8
NAMP
2655
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235M +$11.5M +5% 6.18% 90.2% 110 10% 2
AC
2656
Asturias Capital
New York
$235M – – 15.6% 94.2% 9 – 0
Pivot Point Capital Partners
2657
Pivot Point Capital Partners
California
$235M +$12M +5% 0.96% 30.3% 9 22.22% 1.8
Haverford Financial Services
2658
Haverford Financial Services
Pennsylvania
$234M +$17.8M +8% 5.7% 57.9% 54 20.37% 1.6
Cardan Capital Partners
2659
Cardan Capital Partners
Colorado
$234M – – 2.36% 64% 80 – 0
HITE Hedge Asset Management
2660
HITE Hedge Asset Management
Massachusetts
$234M -$8.62M -4% 0.41% 54.4% 78 52.56% 0.7
ARMC
2661
American Research & Management Company
Massachusetts
$234M +$5.31M +2% 5% 35.1% 402 6.47% 2
Cevian Capital II
2662
Cevian Capital II
Jersey
$234M – – 1.42% 105% 1 – 0
SWK
2663
Stephen W. Kidder
$234M +$34.3M +17% 6.3% 94.7% 102 15.69% 1.7
Ancora Family Wealth Advisors
2664
Ancora Family Wealth Advisors
Ohio
$234M -$6.21M -3% 5.09% – 208 16.83% 0.2
Roanoke Asset Management
2665
Roanoke Asset Management
New Jersey
$234M -$38.3M -14% 6.15% 50.3% 121 12.4% 1.9
CenterStar Fund
2666
CenterStar Fund
Illinois
$234M +$89.6M +62% 4.96% – 2,684 0% 0.3
HIS
2667
Horizon Investment Services
Indiana
$234M +$25.5M +12% 4.6% 250% 126 22.22% 1.2
Strategic Point Investment Advisors
2668
Strategic Point Investment Advisors
Rhode Island
$233M +$17.7M +8% 6.09% 51.9% 13 15.38% 1.5
Halbert Hargrove Global Advisors
2669
Halbert Hargrove Global Advisors
California
$233M +$29M +14% 0.82% 68.2% 107 15.89% 1.8
Aspiriant Holdings S3
2670
Aspiriant Holdings S3
California
$233M +$15.6M +7% 4.77% – 109 5.5% 1.9
NTCM
2671
Nine Ten Capital Management
Illinois
$232M +$10M +5% 4.71% 166% 13 15.38% 0.6
Integrated Wealth Management (Palm Desert)
2672
Integrated Wealth Management (Palm Desert)
California
$232M +$3.8M +2% 5.41% – 1,497 13.16% 0.7
Taylor Wealth Management Partners
2673
Taylor Wealth Management Partners
Massachusetts
$232M +$24.7M +12% 8.38% 62% 177 26.55% 0.6
Private Capital Advisors
2674
Private Capital Advisors
Connecticut
$232M -$7.38M -3% 4.78% 132% 116 9.48% 1.9
Edmond de Rothschild (Europe)
2675
Edmond de Rothschild (Europe)
Luxembourg
$231M +$16.1M +7% 7.72% – 284 17.61% 0.4