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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)
North Growth Management
2701
North Growth Management
British Columbia, Canada
$602M +$34.5M +6% 13.8% 243% 57 26.32% 2.4
KWB Wealth
2702
KWB Wealth
California
$602M +$38.7M +7% 5.78% 54.8% 91 6.59% 0.9
WealthShield Partners
2703
WealthShield Partners
North Carolina
$601M +$227M +61% 7.38% 71% 308 33.77% 1.5
Aviance Capital Partners
2704
Aviance Capital Partners
Florida
$600M +$34.1M +6% 10.1% 109% 267 11.61% 4.1
Biondo Investment Advisors
2705
Biondo Investment Advisors
Pennsylvania
$600M +$17.4M +3% 7.51% 83.4% 88 10.23% 3.9
Portland Global Advisors
2706
Portland Global Advisors
Maine
$600M +$59.1M +11% 6.11% 43.4% 161 5.59% 4.4
Voleon Capital Management
2707
Voleon Capital Management
California
$599M +$505M +539% 2.52% – 23 100% 0
Biltmore Capital Advisors
2708
Biltmore Capital Advisors
New Jersey
$599M +$56.8M +10% 9.47% 80.4% 192 38.02% 1.1
City Holding Co
2709
City Holding Co
West Virginia
$599M +$13.8M +2% 8.98% 89.2% 531 10.55% 4.8
Eclipse Ventures
2710
Eclipse Ventures
California
$599M – – 30.6% – 3 – 0
Arcadia Investment Management
2711
Arcadia Investment Management
Michigan
$598M +$56.8M +10% 12.1% 83.5% 299 10.7% 4.1
Advocacy Wealth Management Services
2712
Advocacy Wealth Management Services
Georgia
$598M +$43.6M +8% 4.89% 48.3% 201 6.97% 2.2
Isthmus Partners
2713
Isthmus Partners
Wisconsin
$597M +$45M +8% 9.48% 73.7% 155 6.45% 2.9
Absher Wealth Management
2714
Absher Wealth Management
North Carolina
$596M +$55.7M +10% 7.99% 65.3% 64 12.5% 1.7
Atom Investors
2715
Atom Investors
Texas
$596M -$639M -52% 0.21% 83.4% 455 76.04% 0.3
Avitas Wealth Management
2716
Avitas Wealth Management
California
$596M +$47M +9% 11.2% 56.2% 204 19.61% 1.9
Cambria Investment Management
2717
Cambria Investment Management
California
$596M +$50.1M +9% 6.88% 72% 280 23.93% 1.7
Distillate Capital Partners
2718
Distillate Capital Partners
Illinois
$596M +$220M +59% 14.2% 9.94% 128 29.69% 0.6
Sandia Investment Management
2719
Sandia Investment Management
Massachusetts
$596M – – 0.56% 20.5% 254 – 0
Greatmark Investment Partners
2720
Greatmark Investment Partners
Georgia
$596M +$61.6M +12% 12.4% 72.5% 142 8.45% 4.8
ARS Wealth Advisors Group
2721
ARS Wealth Advisors Group
Florida
$596M +$44.6M +8% 7.88% 89.5% 145 9.66% 0.2
Barometer Capital Management
2722
Barometer Capital Management
Ontario, Canada
$595M +$76.8M +15% 14.6% 339% 164 48.78% 0.7
EFG Asset Management (Americas)
2723
EFG Asset Management (Americas)
Florida
$595M +$33.6M +6% 9.12% 112% 138 6.52% 2.8
Deseret Mutual Benefit Administrators
2724
Deseret Mutual Benefit Administrators
Utah
$595M +$51.6M +10% 9.58% 81.9% 506 4.74% 0.5
True North Advisors
2725
True North Advisors
Texas
$592M +$84.1M +17% 10.6% 82.9% 246 16.26% 1.3