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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)
True North Advisors
2776
True North Advisors
Texas
$355M – – 7% 82.9% 121 – 0
CCPM
2777
Cooper Creek Partners Management
New York
$355M +$70M +25% 15.2% 86.4% 120 69.17% 0.3
Cubic Asset Management
2778
Cubic Asset Management
Massachusetts
$355M +$21.2M +6% 9.11% 40.5% 172 7.56% 4.1
DCM
2779
Divisar Capital Management
California
$355M +$54.1M +18% 24.2% 194% 31 12.9% 1.7
Arbor Investment Advisors
2780
Arbor Investment Advisors
North Carolina
$355M +$25.5M +8% 6.75% 48.5% 87 6.9% 2.9
Sound View Wealth Advisors Group
2781
Sound View Wealth Advisors Group
Georgia
$354M +$18.8M +6% 6.4% 73% 247 7.29% 0.5
Asset Dedication LLC
2782
Asset Dedication LLC
California
$354M +$53.2M +18% 6.68% 67.8% 839 27.89% 1.8
Buffington Mohr McNeal
2783
Buffington Mohr McNeal
Idaho
$354M +$27M +8% 6.7% 29.3% 118 8.47% 3.4
Buckhead Capital Management
2784
Buckhead Capital Management
Georgia
$354M +$4.37M +1% 6.65% 67.6% 87 9.2% 5.1
Pathway Financial Advisors
2785
Pathway Financial Advisors
Vermont
$353M +$3.58M +1% 3.81% 52.7% 129 19.38% 1.3
Steamboat Capital Partners
2786
Steamboat Capital Partners
New York
$353M +$29M +9% 11.2% 280% 35 20% 1.4
Sage Rock Capital Management
2787
Sage Rock Capital Management
New York
$353M – – 2.28% 13% 96 – 0
Forte Capital
2788
Forte Capital
New York
$353M +$29.4M +9% 9.2% 98.3% 94 7.45% 3.7
Good Life Advisors
2789
Good Life Advisors
Pennsylvania
$353M +$29.4M +9% 6.85% 60% 277 9.39% 2
Wilkins Investment Counsel
2790
Wilkins Investment Counsel
Massachusetts
$352M +$19.4M +6% 6.33% 56.2% 75 2.67% 5.5
Toronado Partners
2791
Toronado Partners
California
$352M +$59.7M +20% 9.36% 158% 13 15.38% 0.9
CAS
2792
Cascadia Advisory Services
Oregon
$352M – – 6.12% – 235 – 0
TM
2793
Tiger Management
New York
$352M +$88M +33% 14.3% – 35 37.14% 2.3
NBW Capital
2794
NBW Capital
Massachusetts
$352M +$15.3M +5% 7.99% 86% 75 4% 3.7
Convergence Investment Partners
2795
Convergence Investment Partners
Florida
$352M -$7.27M -2% 9.38% 304% 345 50.43% 1.8
Ascent Wealth Partners
2796
Ascent Wealth Partners
New York
$352M +$25M +8% 9.62% 105% 122 7.38% 3.9
St Louis Trust
2797
St Louis Trust
Missouri
$351M +$28.5M +9% 7.71% 71.4% 76 1.32% 3
Siena Capital Partners
2798
Siena Capital Partners
Illinois
$351M +$17.8M +5% 3.98% 44.2% 126 11.9% 1.1
Advocacy Wealth Management Services
2799
Advocacy Wealth Management Services
Georgia
$351M +$201M +134% 2.19% 48.3% 167 20.36% 2.4
BCM
2800
BlueMar Capital Management
Florida
$351M +$29.8M +9% 7.72% 27.4% 50 40% 1.4