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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)
NRA
2701
NSI Retail Advisors
Pennsylvania
$672M +$99.1M +17% 5.21% 26.2% 46 67.39% 1.2
Brandywine Trust
2702
Brandywine Trust
Delaware
$671M +$68.8M +11% 7.42% 32.7% 33 6.06% 7.2
Cullen Investment Group
2703
Cullen Investment Group
Louisiana
$671M +$43.6M +7% 7.77% 102% 185 5.95% 0.7
Estabrook Capital Management
2704
Estabrook Capital Management
New York
$671M +$20.9M +3% 5.91% 87.2% 361 3.6% 7.1
JC
2705
JBF Capital
Colorado
$670M +$23.6M +4% 4.97% 93.6% 94 20.21% 2
OLP Capital Management
2706
OLP Capital Management
Hong Kong
$669M +$1.45M +0.2% 28.3% 146% 7 42.86% 0.7
EAM Investors
2707
EAM Investors
California
$669M +$53.6M +9% 32.5% 6,012% 352 63.64% 0.3
Oak Hill Advisors
2708
Oak Hill Advisors
New York
$668M -$132M -16% 14.4% 42.4% 14 7.14% 4
Passaic Partners
2709
Passaic Partners
New Jersey
$668M -$11.9M -2% 6.84% 53.2% 14 35.71% 1.3
SC
2710
Sasco Capital
Connecticut
$668M -$40.7M -6% 10.8% 15.5% 52 1.92% 3.2
Abacus Wealth Partners
2711
Abacus Wealth Partners
California
$667M +$63.7M +11% 8.97% 46% 95 14.74% 1.9
MPM BioImpact
2712
MPM BioImpact
Massachusetts
$667M +$23.1M +4% 8.2% 550% 54 38.89% 1.1
Alaska Wealth Advisors
2713
Alaska Wealth Advisors
Alaska
$666M +$21.8M +3% 6.35% 44.3% 121 14.05% 2.4
BSW Wealth Partners
2714
BSW Wealth Partners
Colorado
$666M +$56.9M +9% 7.03% 75.4% 338 22.78% 3.3
CIA
2715
Covington Investment Advisors
Pennsylvania
$665M +$41.9M +7% 7.09% 100% 71 0% 6.3
Avalon Global Asset Management
2716
Avalon Global Asset Management
California
$665M +$225M +51% 1.07% 278% 48 39.58% 3.4
Mayflower Financial Advisors
2717
Mayflower Financial Advisors
Massachusetts
$664M +$55.4M +9% 7.42% 68.7% 381 8.92% 2.6
Archford Capital Strategies
2718
Archford Capital Strategies
Illinois
$664M +$47M +8% 5.83% 87.4% 266 7.52% 4.6
Graham Holdings Co Master Retirement Trust
2719
Graham Holdings Co Master Retirement Trust
Virginia
$664M +$65M +11% 11.1% 46% 2 0% 2
Onyx Bridge Wealth Group
2720
Onyx Bridge Wealth Group
New York
$663M +$54.2M +9% 6.02% 74.6% 299 13.38% 1.8
Parkside Investments
2721
Parkside Investments
Illinois
$663M +$28.8M +5% 5.66% 70.4% 101 18.81% 3.5
K.J. Harrison & Partners
2722
K.J. Harrison & Partners
Ontario, Canada
$662M +$54.8M +9% 8.92% 140% 233 31.76% 2.6
Capital Planning Advisors
2723
Capital Planning Advisors
California
$662M +$77.9M +13% 6.29% 64.2% 146 11.64% 4.3
Arvest Investments
2724
Arvest Investments
Arkansas
$662M +$38.2M +6% 6.62% 50% 162 3.7% 0.7
Seven Post Investment Office
2725
Seven Post Investment Office
California
$662M +$122M +23% 5.13% 44.4% 56 3.57% 3.5