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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)
Sicart Associates
2826
Sicart Associates
New York
$305M +$58.6M +24% 4.07% 99.1% 120 46.67% 1.3
Paradigm Asset Management
2827
Paradigm Asset Management
New York
$305M -$42.3M -12% 1.07% 73.8% 364 1.1% 2.5
WIP
2828
Wellesley Investment Partners
Massachusetts
$305M +$14.2M +5% 1.06% 22.7% 115 12.17% 2.6
13D Management
2829
13D Management
New York
$304M -$27.5M -8% 4.35% 157% 31 38.71% 1.4
Investure LLC
2830
Investure LLC
Virginia
$304M -$135M -31% 10.5% 55.4% 16 31.25% 1.6
Tetrad Corporation
2831
Tetrad Corporation
Nebraska
$303M -$64.5M -18% 0.27% 45.6% 6 50% 6.3
WrapManager Inc
2832
WrapManager Inc
California
$303M -$6.98M -2% 0.59% 64.6% 301 17.28% 2.2
Clean Yield Group
2833
Clean Yield Group
Vermont
$303M +$26.5M +10% 2.38% 65% 353 9.92% 2
Cambridge Advisors
2834
Cambridge Advisors
Nebraska
$303M +$225K +0.1% 0.83% 58.6% 141 9.93% 3.8
Virtue Capital Management
2835
Virtue Capital Management
Tennessee
$303M +$28.1M +10% 1.41% 91% 258 28.68% 0.6
Golden State Wealth Management
2836
Golden State Wealth Management
California
$303M -$12.2M -4% 1.24% – 1,187 11.71% 0.5
Filament
2837
Filament
Washington
$303M -$12.3M -4% 2.56% 46.9% 40 10% 3.9
Texas Treasury Safekeeping Trust Company
2838
Texas Treasury Safekeeping Trust Company
Texas
$303M -$684K -0.2% 0.11% 43.7% 6 33.33% 1.4
FCPV
2839
FS Capital Partners VI
California
$303M -$91.9M -23% 22.1% – 1 0% 2.3
CDIA
2840
Capital Directions Investment Advisors
Georgia
$302M +$15.1M +5% 0.46% 7.53% 252 71.83% 0.9
Robinson Capital Management
2841
Robinson Capital Management
Michigan
$302M -$608K -0.2% 2.45% 7.8% 104 20.19% 1.6
Meritech Capital Associates IV
2842
Meritech Capital Associates IV
California
$302M -$67M -18% 7.32% – 2 0% 1
SM
2843
Sciencast Management
New Jersey
$302M +$125M +71% 0.19% 72.5% 524 82.06% 0.1
LCM
2844
Lonestar Capital Management
California
$302M -$145M -32% 0.08% 260% 30 50% 0.6
IBEX Wealth Advisors
2845
IBEX Wealth Advisors
New Jersey
$301M -$45.3M -13% 4% 221% 439 79.95% 1.2
HCR Wealth Advisors
2846
HCR Wealth Advisors
California
$301M -$50.5M -14% 4.26% 107% 167 20.36% 1.8
BCH
2847
Berkshire Capital Holdings
California
$301M +$8.01M +3% 6.81% 2,748% 49 22.45% 0.8
AGF Investments America
2848
AGF Investments America
Ontario, Canada
$301M +$6.86M +2% 2.9% 72.1% 69 11.59% 3.1
Legacy Financial Advisors
2849
Legacy Financial Advisors
Kentucky
$301M +$18M +6% 2.7% 86.3% 119 11.76% 1.6
Asset Dedication LLC
2850
Asset Dedication LLC
California
$301M -$9.21M -3% 0.52% 67.8% 656 11.59% 2.1