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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)
Cota Capital Management
2676
Cota Capital Management
California
$563M -$13.9M -2% 4.3% 46% 16 0% 1.3
Hardy Reed
2677
Hardy Reed
Mississippi
$563M +$398K +0.1% 0.63% 69.7% 108 8.33% 1.8
IAIM
2678
International Assets Investment Management
Florida
$562M +$21.6M +4% 0.26% 101% 575 22.43% 1
EFG Asset Management (Americas)
2679
EFG Asset Management (Americas)
Florida
$562M +$23.3M +4% 1.27% 112% 145 13.1% 2.5
NAH
2680
Neumann Advisory (HK)
Hong Kong
$561M -$60.7M -10% 5.87% 77.3% 15 20% 1.7
Capital Advisors Ltd
2681
Capital Advisors Ltd
Ohio
$560M +$2.98M +0.5% 1.16% 61.1% 512 6.64% 4.4
Silvant Capital Management
2682
Silvant Capital Management
Georgia
$560M -$74.7M -12% 1.23% 168% 340 5.88% 2.8
PS
2683
Presima Securities
Quebec, Canada
$559M -$136M -20% 0.67% 10.3% 54 5.56% 2.4
Donor Advised Charitable Giving
2684
Donor Advised Charitable Giving
California
$559M -$330M -37% 0.21% 418% 116 58.62% 1.8
CCM
2685
Contrarian Capital Management
Connecticut
$559M -$117M -17% 3.52% 29.4% 24 29.17% 1.3
Gilbert & Cook
2686
Gilbert & Cook
Iowa
$559M +$3.34M +0.6% 0.48% 63.2% 224 12.05% 2
Alley Company
2687
Alley Company
Illinois
$558M +$7.69M +1% 0.48% 88.2% 87 2.3% 5.5
Traphagen Investment Advisors
2688
Traphagen Investment Advisors
New Jersey
$557M -$30.7M -5% 0.83% 65.8% 147 8.16% 1.7
Covenant Multifamily Offices
2689
Covenant Multifamily Offices
Texas
$557M +$7.49M +1% 1.72% 38.3% 252 9.52% 1.2
Sunbelt Securities
2690
Sunbelt Securities
Texas
$556M +$676K +0.1% 0.78% 83.5% 442 0.9% 2.1
Berger Financial Group
2691
Berger Financial Group
Minnesota
$555M +$1.78M +0.3% 0.65% 59.9% 210 4.29% 0.6
Adero Partners
2692
Adero Partners
California
$555M +$122M +28% 0.02% 27.7% 149 13.42% 0.9
Advocacy Wealth Management Services
2693
Advocacy Wealth Management Services
Georgia
$554M +$14M +3% 0.59% 48.3% 209 11% 2
Eudaimonia Partners
2694
Eudaimonia Partners
Tennessee
$554M +$21.3M +4% 0.51% – 409 11.98% 1.4
Crosslink Capital
2695
Crosslink Capital
California
$554M -$51.1M -8% 0.27% 135% 21 19.05% 3
Keystone Financial Group (Kentucky)
2696
Keystone Financial Group (Kentucky)
Kentucky
$553M +$593K +0.1% 0.23% 116% 301 8.64% 2.2
Valley National Advisers
2697
Valley National Advisers
Pennsylvania
$553M +$4.87M +0.9% 1.09% 87.2% 981 8.97% 3.6
Permanens Capital
2698
Permanens Capital
New York
$552M -$4.97M -0.9% 0.55% 76.9% 113 62.83% 2.2
Isthmus Partners
2699
Isthmus Partners
Wisconsin
$551M -$16.6M -3% 1.64% 73.7% 271 46.49% 2.8
Tiger Pacific Capital
2700
Tiger Pacific Capital
New York
$551M -$53.4M -9% 16.9% 84.5% 18 33.33% 1.2