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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)
Alaska Wealth Advisors
2676
Alaska Wealth Advisors
Alaska
$332M +$19.8M +6% 2.22% 44.3% 59 22.03% 0.6
Needham Investment Management
2677
Needham Investment Management
New York
$332M -$24.3M -7% 5.57% 424% 96 15.63% 3.4
Atlantic Union Bankshares
2678
Atlantic Union Bankshares
Virginia
$332M +$24M +8% 7.69% 78.9% 135 8.89% 3.2
ICM
2679
Indaba Capital Management
California
$331M -$103M -24% 8.48% 66.7% 24 29.17% 0.7
Fort Point Capital Partners
2680
Fort Point Capital Partners
California
$331M +$33.3M +11% 4.77% 62.2% 169 32.54% 1.5
Integrated Wealth Concepts
2681
Integrated Wealth Concepts
Massachusetts
$331M +$38M +13% 4.09% 69.4% 262 17.94% 0.6
IAA
2682
Ironsides Asset Advisors
North Carolina
$331M +$38.6M +13% 9.17% 49.3% 106 12.26% 1.8
Lannebo Fonder
2683
Lannebo Fonder
Sweden
$331M +$38.1M +13% 9.09% 49.8% 24 4.17% 2.2
Martin & Co
2684
Martin & Co
Tennessee
$331M +$16.5M +5% 5.85% 67.8% 115 3.48% 4.1
Miller Investment Management
2685
Miller Investment Management
Pennsylvania
$330M -$2.36M -0.7% 6.93% 60.2% 85 5.88% 3.4
Carrhae Capital
2686
Carrhae Capital
United Kingdom
$330M +$45.8M +16% 1.59% 182% 10 40% 0.4
Winslow Evans & Crocker
2687
Winslow Evans & Crocker
Massachusetts
$330M +$10.6M +3% 7.67% 76.2% 1,162 8.35% 3.4
CDIA
2688
Capital Directions Investment Advisors
Georgia
$330M +$116M +55% 4.3% 7.53% 258 79.46% 1.2
RWWM Inc
2689
RWWM Inc
California
$329M +$21.5M +7% 7.95% 40.6% 13 15.38% 3.5
Strategic Global Advisors
2690
Strategic Global Advisors
California
$329M -$63.5M -16% 6.31% 137% 224 29.02% 1.9
CAS Investment Partners
2691
CAS Investment Partners
Connecticut
$329M +$41.3M +14% 19.5% 527% 5 0% 0.7
Matthew 25 Management Corp
2692
Matthew 25 Management Corp
Pennsylvania
$329M -$2.4M -0.7% 3.79% 141% 21 19.05% 3.4
AMCA
2693
Arthur M. Cohen & Associates
Illinois
$329M +$63.7M +24% 10.8% 110% 125 13.6% 2.4
Old Dominion Capital Management
2694
Old Dominion Capital Management
Virginia
$328M +$218M +198% 5.63% 45.9% 145 56.55% 1.1
Oak Hill Capital Management
2695
Oak Hill Capital Management
New York
$328M +$36.2M +12% 15.1% 1.19% 3 0% 2
Univest Financial
2696
Univest Financial
Pennsylvania
$328M +$78.2M +31% 4.81% 82.6% 111 14.41% 3.2
Parker Investment Management
2697
Parker Investment Management
California
$327M +$35.2M +12% 8.55% 208% 31 22.58% 1.3
KAS
2698
Kemnay Advisory Services
New York
$327M +$9.8M +3% 3.31% 167% 163 37.42% 1.6
FC
2699
Fore Capital
New York
$327M +$41.8M +15% 0.77% 25.4% 64 54.69% 0.2
Alley Company
2700
Alley Company
Illinois
$327M +$30M +10% 7.42% 88.2% 80 0% 3.7