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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)
Avitas Wealth Management
2726
Avitas Wealth Management
California
$437M -$20.8M -5% 2.93% 56.2% 218 30.73% 1.9
Biltmore Family Office
2727
Biltmore Family Office
North Carolina
$436M +$36.1M +9% 3.03% 78.1% 216 6.48% 2.9
CCM
2728
Contrarian Capital Management
Connecticut
$436M -$108M -20% 5.55% 29.4% 43 27.91% 1.2
Covalis Capital
2729
Covalis Capital
United Kingdom
$436M -$83.7M -16% 4.24% 37.9% 78 46.15% 0.6
Park Presidio Capital
2730
Park Presidio Capital
California
$436M -$27.3M -6% 1.14% 94.1% 14 14.29% 3.4
Dividend Assets Capital
2731
Dividend Assets Capital
South Carolina
$436M -$26.7M -6% 4.31% 67.4% 604 9.93% 2.6
Allen Capital Group
2732
Allen Capital Group
Nebraska
$436M -$57.2M -12% 5.48% 56.9% 171 13.45% 2.8
Eagle Health Investments
2733
Eagle Health Investments
Connecticut
$436M +$6.82M +2% 7.73% 241% 29 6.9% 1.3
Lake Street Private Wealth
2734
Lake Street Private Wealth
Illinois
$435M -$39.3M -8% 4.98% 105% 313 15.34% 1.8
Bardin Hill Management Partners
2735
Bardin Hill Management Partners
New York
$434M +$50.5M +13% 13.5% 214% 116 45.69% 0.8
Biondo Investment Advisors
2736
Biondo Investment Advisors
Pennsylvania
$434M -$20.5M -5% 4.75% 83.4% 76 2.63% 5
PSquared Asset Management
2737
PSquared Asset Management
Switzerland
$433M +$307M +245% 11.8% 178% 11 81.82% 0.4
EFG Asset Management
2738
EFG Asset Management
Oregon
$433M -$42.4M -9% 2.73% 211% 205 25.37% 0.6
Endeavour Capital Advisors
2739
Endeavour Capital Advisors
Connecticut
$432M -$85.6M -17% 2.65% 105% 55 16.36% 2.5
Financial Enhancement Group
2740
Financial Enhancement Group
Indiana
$432M -$30.8M -7% 3.55% 62.2% 348 14.37% 2.4
venBio Partners
2741
venBio Partners
California
$432M +$81M +23% 96.4% 564% 9 11.11% 1.6
Bridgeworth
2742
Bridgeworth
Alabama
$432M +$4.23M +1% 4.53% 19.3% 152 13.82% 3.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2743
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$432M -$24.5M -5% 6.76% 80.8% 88 1.14% 2.3
Amarillo National Bank
2744
Amarillo National Bank
Texas
$432M -$20.4M -5% 5.14% 63.5% 111 14.41% 5
Great Hill Partners
2745
Great Hill Partners
Massachusetts
$431M +$42.8M +11% 16.4% 24% 2 0% 0.8
Exchange Capital Management
2746
Exchange Capital Management
Michigan
$431M -$27.5M -6% 4.87% 57.8% 162 3.09% 4.9
Formidable Asset Management
2747
Formidable Asset Management
Ohio
$431M -$13.1M -3% 3.93% 52.2% 328 8.23% 1.9
Institutional Venture Management XVI
2748
Institutional Venture Management XVI
California
$431M -$100M -19% 1.78% 523% 8 0% 1.4
Dillon & Associates
2749
Dillon & Associates
Michigan
$431M -$12.6M -3% 2.21% 117% 75 4% 6.2
BlueSky Wealth Advisors
2750
BlueSky Wealth Advisors
North Carolina
$431M -$19.6M -4% 6.3% 42.9% 68 10.29% 3.3