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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)
Arcadia Investment Management
2826
Arcadia Investment Management
Michigan
$585M +$20M +4% 5.67% 83.5% 332 13.86% 4.9
Annandale Capital
2827
Annandale Capital
Texas
$585M +$41.5M +8% 0.85% 57.2% 148 27.03% 1.9
Capital Planning Advisors
2828
Capital Planning Advisors
California
$584M +$15M +3% 2.34% 64.2% 145 8.28% 4.3
Engaged Capital
2829
Engaged Capital
California
$584M -$33.2M -5% 1.28% 26.2% 12 8.33% 2
Virtue Capital Management
2830
Virtue Capital Management
Tennessee
$584M +$27.2M +5% 2.51% 91% 425 21.88% 1.7
AMCI
2831
Al Mehwar Commercial Investments
United Arab Emirates
$583M +$52.6M +10% 9.91% – 1 0% 0.5
Third Avenue Management
2832
Third Avenue Management
New York
$583M -$43.7M -7% 4.41% 113% 60 5% 5.1
Market Street Wealth Management Advisors
2833
Market Street Wealth Management Advisors
Indiana
$583M +$13.4M +2% 1.22% 44% 93 2.15% 2.8
Rollins Financial Advisors
2834
Rollins Financial Advisors
New York
$582M +$51.4M +10% 9.55% – 129 10.85% 0.4
Dudley & Shanley
2835
Dudley & Shanley
Florida
$582M -$10.7M -2% 0.21% 67.9% 37 5.41% 3.3
Northside Capital Management
2836
Northside Capital Management
Oregon
$582M +$21M +4% 3.08% 99.6% 116 2.59% 4.3
Live Oak Private Wealth
2837
Live Oak Private Wealth
North Carolina
$582M +$3.88M +0.7% 0.05% 65% 176 5.11% 3.1
CCM
2838
Cohen Capital Management
California
$581M +$13.3M +2% 0.24% 91.5% 146 8.22% 6.5
Dendur Capital
2839
Dendur Capital
New York
$580M -$156M -21% 4.81% 99.6% 19 42.11% 1.3
Gratus Wealth Advisors
2840
Gratus Wealth Advisors
Virginia
$580M +$35.6M +7% 2.89% – 140 10% 0.5
Alphadyne Asset Management
2841
Alphadyne Asset Management
New York
$580M +$227M +64% 4.65% 159% 46 86.96% 0.1
Insight Wealth Partners
2842
Insight Wealth Partners
Texas
$578M -$2.71M -0.5% 1.82% 63.2% 94 9.57% 2.1
Advisors Preferred
2843
Advisors Preferred
Maryland
$578M -$15.8M -3% 2.02% 102% 246 71.54% 0.5
EFG Asset Management
2844
EFG Asset Management
Oregon
$577M -$2.12M -0.4% 6.61% 211% 208 15.38% 1.5
WCM
2845
Woodson Capital Management
Connecticut
$577M -$49.3M -8% 2.21% 235% 47 31.91% 1.5
LWANC
2846
Laurel Wealth Advisors (North Carolina)
North Carolina
$576M -$10M -2% 3.66% 63.3% 688 12.79% 3.7
AGM
2847
Alpine Global Management
New York
$575M +$58.8M +11% 1.78% 149% 556 80.94% 0.2
Cardinal Point Capital Management
2848
Cardinal Point Capital Management
Ontario, Canada
$575M +$49.2M +9% 1.75% 65.8% 78 14.1% 1
Dynamo Internacional Gestao de Recursos
2849
Dynamo Internacional Gestao de Recursos
Brazil
$575M -$20.2M -3% 5.61% 34.1% 9 0% 2.4
Fractal Investments
2850
Fractal Investments
Connecticut
$575M +$23.9M +4% 2.95% 86.4% 89 16.85% 1.4