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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)
Northern Capital Management (Wisconsin)
2776
Northern Capital Management (Wisconsin)
Wisconsin
$222M -$1.67M -0.7% 5.38% 12.8% 157 28.03% 1.8
Zeke Capital Advisors
2777
Zeke Capital Advisors
Pennsylvania
$222M +$41.9M +23% 3.04% 41% 83 80.72% 0.1
FRG Family Wealth Advisors
2778
FRG Family Wealth Advisors
Washington
$222M +$770K +0.3% 2.82% 76.4% 128 7.03% 0.7
Cypress Wealth Advisors
2779
Cypress Wealth Advisors
California
$222M +$19.3M +10% 4.06% 29.3% 216 16.2% 0.9
Roanoke Asset Management
2780
Roanoke Asset Management
New Jersey
$221M +$5.68M +3% 7.42% 50.3% 106 4.72% 2.5
Cadence Bank NA
2781
Cadence Bank NA
Texas
$221M +$18.2M +9% 0.97% 33.3% 139 12.95% 2.3
Fort Point Capital Partners
2782
Fort Point Capital Partners
California
$221M +$14.6M +7% 5.47% 62.2% 158 29.75% 1
Univest Financial
2783
Univest Financial
Pennsylvania
$221M +$1.52M +0.7% 3.63% 82.6% 95 7.37% 2.5
PCM
2784
Proxima Capital Management
New York
$221M -$34.6M -14% 18.4% 20.7% 39 20.51% 1.5
Credential Securities
2785
Credential Securities
$221M +$28.1M +15% 4.19% 32.5% 265 8.3% 1.8
Chubb Ltd
2786
Chubb Ltd
Switzerland
$221M -$10.8M -5% 5.12% 64.2% 26 7.69% 0.5
Point72 Asia (Singapore)
2787
Point72 Asia (Singapore)
Singapore
$220M +$15.6M +8% 21.4% – 28 82.14% 0.1
IMIM
2788
Irving Magee Investment Management
Pennsylvania
$220M +$15.2M +7% 10.4% 39.9% 53 7.55% 2.5
Cowen Prime Advisors
2789
Cowen Prime Advisors
New York
$220M +$14.4M +7% 10.9% 116% 281 19.93% 2.1
McRae Capital Management
2790
McRae Capital Management
New Jersey
$220M +$3.82M +2% 5.05% 78.2% 102 5.88% 2.1
Corsair Capital
2791
Corsair Capital
New York
$220M +$23.1M +12% 7.54% 17.1% 3 33.33% 1.4
CIA
2792
Covington Investment Advisors
Pennsylvania
$220M -$6.81M -3% 1.24% 100% 88 5.68% 2.6
M Holdings Securities
2793
M Holdings Securities
Oregon
$219M +$24.2M +12% 3.05% 83.9% 269 14.5% 1.5
Harvest Capital Management
2794
Harvest Capital Management
New Hampshire
$219M +$5.75M +3% 2.16% 19.5% 91 10.99% 2.2
Vista Equity Partners Management
2795
Vista Equity Partners Management
California
$219M -$9.8M -4% 24.3% 3.45% 28 25% 0.9
Shelter Insurance Retirement Plan
2796
Shelter Insurance Retirement Plan
Missouri
$219M +$91K +0% 2.12% 60.5% 42 4.76% 2.8
Goldstein Munger & Associates
2797
Goldstein Munger & Associates
California
$219M +$2.55M +1% 3.29% 11.9% 32 3.13% 2.7
Ashburton (Jersey)
2798
Ashburton (Jersey)
Jersey
$219M -$21.4M -9% 5.24% – 84 33.33% 0.5
Yorktown Energy Partners VII
2799
Yorktown Energy Partners VII
New York
$219M +$13.3M +6% 10.7% 22.4% 3 0% 0.8
Ion Asset Management
2800
Ion Asset Management
Israel
$219M +$6.67M +3% 10.7% 125% 19 36.84% 1.3