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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)
Kadensa Capital
2726
Kadensa Capital
Hong Kong
$507M -$61.3M -11% 2.55% 191% 33 48.48% 0.6
Private Advisory Group
2727
Private Advisory Group
Washington
$506M +$1.2M +0.2% 2.47% 177% 226 24.34% 1.5
Personal CFO Solutions
2728
Personal CFO Solutions
New Jersey
$506M +$13.2M +3% 1.56% 91.4% 506 17.79% 2
Monograph Wealth Advisors
2729
Monograph Wealth Advisors
California
$506M +$39.8M +9% 3.11% 68% 133 36.84% 1
Bremer Bank National Association
2730
Bremer Bank National Association
Minnesota
$506M -$19M -4% 2.86% 37.4% 201 6.97% 3.2
IR
2731
IAT Reinsurance
New York
$505M -$12.8M -2% 1.71% 60.2% 87 14.94% 5
World Investment Advisors
2732
World Investment Advisors
California
$505M -$12.2M -2% 3.28% 65.4% 286 15.73% 2.3
Nordwand Advisors
2733
Nordwand Advisors
Pennsylvania
$505M -$78.7M -13% 4.32% 93% 130 13.08% 0.5
Principal Street Partners
2734
Principal Street Partners
Tennessee
$505M +$84M +20% 5.47% 91% 236 16.95% 2.2
Synergy Asset Management
2735
Synergy Asset Management
Washington
$504M +$100M +25% 2.77% 97.3% 158 62.03% 0.6
Bricktown Capital
2736
Bricktown Capital
Michigan
$504M -$286M -36% 3.88% 46.2% 24 8.33% 0.7
Great Waters Wealth Management
2737
Great Waters Wealth Management
Minnesota
$504M +$812K +0.2% 3.44% 49% 97 6.19% 0.7
Marietta Wealth Management
2738
Marietta Wealth Management
Georgia
$503M -$27.3M -5% 2.59% 93% 110 11.82% 4.1
Raub Brock Capital Management
2739
Raub Brock Capital Management
California
$503M -$29.6M -6% 0.99% 54.7% 67 8.96% 3.1
SRFM
2740
Shannon River Fund Management
New York
$503M +$102M +25% 6.88% 554% 23 65.22% 0.6
Radnor Capital Management
2741
Radnor Capital Management
Pennsylvania
$503M +$269M +115% 2.72% 96.9% 306 60.46% 1.1
GCM Grosvenor Holdings
2742
GCM Grosvenor Holdings
Illinois
$502M +$271M +117% 4.17% 78.7% 22 45.45% 0.7
TrinityPoint Wealth
2743
TrinityPoint Wealth
Connecticut
$502M -$10.3M -2% 2.7% 28.4% 301 11.96% 2.9
KNB
2744
Khazanah Nasional Berhad
$500M +$22M +5% 2.54% 73.6% 7 14.29% 1.2
Alpine Investment Management
2745
Alpine Investment Management
Hong Kong
$500M +$73.3M +17% 4.76% 33.7% 18 77.78% 0.3
Archford Capital Strategies
2746
Archford Capital Strategies
Illinois
$500M -$27.5M -5% 3.36% 87.4% 283 6.71% 4.3
Legacy Financial Advisors
2747
Legacy Financial Advisors
Kentucky
$500M -$35.8M -7% 3.34% 86.3% 282 13.12% 2.1
Mosaic Family Wealth Partners
2748
Mosaic Family Wealth Partners
Missouri
$499M -$9.7M -2% 3.35% 67.5% 187 4.81% 0.7
CANC
2749
Culbertson A N & Co
Virginia
$498M -$19.2M -4% 2.83% 87.5% 116 1.72% 7.4
South Street Advisors
2750
South Street Advisors
New York
$498M -$6.8M -1% 0.93% 169% 76 11.84% 3.3