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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)
Girard Partners
2826
Girard Partners
Pennsylvania
$207M +$30.6M +17% 6.99% 25.7% 171 12.28% 1.4
III
2827
Independent Investors Inc
New York
$207M +$5.64M +3% 5.24% 61.6% 83 10.84% 2.3
Dillon & Associates
2828
Dillon & Associates
Michigan
$207M +$6.96M +3% 5.72% 98.2% 72 12.5% 2.1
SAM
2829
Shikiar Asset Management
New York
$206M +$12.8M +7% 4.2% 97.8% 96 14.58% 1.7
Naples Global Advisors
2830
Naples Global Advisors
Florida
$206M +$11.8M +6% 5.87% 103% 226 7.08% 1.7
F
2831
Filament
Washington
$206M +$17.4M +9% 1.99% 46.9% 61 60.66% 0.9
CL
2832
CIM LLC
New York
$206M +$7.86M +4% 5.27% 108% 84 21.43% 1.5
ACA
2833
Abdiel Capital Advisors
New York
$206M – – 0.95% 43.7% 8 – 0
RIG
2834
Renaissance Investment Group
Massachusetts
$206M +$13.4M +7% 6.21% 99.6% 81 14.81% 1.9
WFG
2835
Windsor Financial Group
Minnesota
$206M -$2.3M -1% 4.67% 15.3% 82 13.41% 1.8
SFM
2836
Signature Financial Management
Virginia
$205M +$42.8M +26% 2.46% 20.8% 116 23.28% 1.5
HF
2837
Hoxton Financial
West Virginia
$205M -$5.05M -2% 3.7% 15.3% 404 26.98% 1.5
WFC
2838
West Face Capital
Ontario, Canada
$205M -$36.1M -15% 7.01% 10.9% 5 0% 1.6
FRG Family Wealth Advisors
2839
FRG Family Wealth Advisors
Washington
$205M – – 7.26% 76.4% 121 – 0
FIM
2840
Friedberg Investment Management
Texas
$205M -$4.38M -2% 4.49% 44.8% 96 16.67% 1.6
CWM
2841
Confluence Wealth Management
Oregon
$205M +$20.1M +11% 4.21% 31.9% 135 19.26% 1
Alley Company
2842
Alley Company
Illinois
$205M +$10.9M +6% 5.78% 88.2% 80 5% 2
Avidian Wealth Enterprises
2843
Avidian Wealth Enterprises
Texas
$205M +$44.9M +28% 4.88% 71.7% 52 40.38% 0.7
ANRIA
2844
American National Registered Investment Advisor
Texas
$205M +$13M +7% 6.72% 95.8% 255 11.76% 2
CRM
2845
Capital Returns Management
New York
$205M -$32.9M -14% 4.02% 4.39% 24 25% 1
SCC
2846
Second Curve Capital
Pennsylvania
$205M -$17M -8% 2.02% 160% 23 8.7% 1.8
D'Orazio & Associates
2847
D'Orazio & Associates
Virginia
$205M +$7.5M +4% 3.32% 61.2% 342 33.92% 1.4
SHWM
2848
Smith & Howard Wealth Management
Georgia
$205M -$2.99M -1% 3.94% 40.4% 69 27.54% 1.3
BREA
2849
Barings Real Estate Advisers
Connecticut
$205M +$22.2M +12% 7.39% 44.2% 36 22.22% 1.6
DAM
2850
Doheny Asset Management
California
$205M +$11.7M +6% 7.76% 135% 114 8.77% 1.9