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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)
Makena Capital Management
2676
Makena Capital Management
California
$834M -$134M -14% 1.18% 78.7% 27 14.81% 1.9
Bay Colony Advisors
2677
Bay Colony Advisors
Massachusetts
$834M -$11.2M -1% 3.37% 91.8% 553 16.82% 3
BSW Wealth Partners
2678
BSW Wealth Partners
Colorado
$833M +$30.5M +4% 3.18% 75.4% 343 11.66% 3.8
Brookwood Investment Group
2679
Brookwood Investment Group
Arizona
$833M +$58.5M +8% 3.01% – 578 29.24% 0.5
Sloy Dahl & Holst
2680
Sloy Dahl & Holst
Washington
$833M -$111M -12% 3.17% 132% 122 10.66% 2.8
Occidental Asset Management
2681
Occidental Asset Management
California
$832M +$35.6M +4% 3.27% 82.5% 318 20.75% 3.4
Hanson & Doremus Investment Management
2682
Hanson & Doremus Investment Management
Vermont
$832M +$37.5M +5% 3.23% 86.3% 524 12.21% 6.4
WAM
2683
Warberg Asset Management
Illinois
$831M +$204M +33% 0.69% 61.5% 241 48.13% 0.8
Alta Park Capital
2684
Alta Park Capital
California
$831M -$314M -27% 16% 1,071% 50 52% 1.1
Baker Ellis Asset Management
2685
Baker Ellis Asset Management
Washington
$831M +$19M +2% 3.28% 91.9% 270 11.48% 5.2
MO
2686
McMillan Office
Michigan
$831M – – 8.09% – 490 – 0
Titan Investment Solutions
2687
Titan Investment Solutions
$831M – – 4.42% – 57 – 0
WCM
2688
Wallace Capital Management
Texas
$830M +$25.8M +3% 5.68% 62.3% 81 12.35% 5.4
Sprucegrove Investment Management
2689
Sprucegrove Investment Management
Ontario, Canada
$830M -$416M -33% 9.59% 45.5% 42 7.14% 5.1
Trustees of Columbia University in the City of New York
2690
Trustees of Columbia University in the City of New York
New York
$830M +$174M +27% 2.35% – 10 80% 1.3
KWMG
2691
King Wealth Management Group
Florida
$830M +$33.8M +4% 2.42% 86% 174 13.22% 5.8
Numerai
2692
Numerai
California
$830M +$121M +17% 0.15% 52.7% 788 53.55% 0.3
Vision Capital Management
2693
Vision Capital Management
Oregon
$830M +$18.9M +2% 3.73% 78.4% 150 5.33% 4.4
Pine Grove Financial Group
2694
Pine Grove Financial Group
Minnesota
$829M – – 1.64% – 192 – 0
Managed Asset Portfolios
2695
Managed Asset Portfolios
Michigan
$828M +$20.4M +3% 5.04% 99.2% 65 26.15% 3.3
Oak Root LLC
2696
Oak Root LLC
California
$827M -$36.3M -4% 2.92% 75.4% 11 0% 2
Biondo Investment Advisors
2697
Biondo Investment Advisors
Pennsylvania
$827M +$28.6M +4% 7.61% 83.4% 90 6.67% 5.8
FORA Capital
2698
FORA Capital
Florida
$827M +$261M +46% 4.23% 162% 687 73.8% 0.2
Mayflower Financial Advisors
2699
Mayflower Financial Advisors
Massachusetts
$827M +$30M +4% 3.12% 68.7% 441 13.61% 3.1
Capricorn Investment Group
2700
Capricorn Investment Group
California
$826M -$14.4M -2% 2.03% 95.9% 7 28.57% 2.7