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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)
CRA Financial Services
2826
CRA Financial Services
New Jersey
$764M +$33.2M +5% 2.73% 91.9% 308 9.74% 3.6
GECH
2827
Garnet Equity Capital Holdings
New York
$764M +$495M +184% 2.16% 302% 31 25.81% 1.4
Mechanics Bank - Trust Department
2828
Mechanics Bank - Trust Department
California
$764M +$51.6M +7% 2.94% 76.8% 215 10.23% 6.6
Roble Belko & Company
2829
Roble Belko & Company
Pennsylvania
$763M +$25.6M +3% 1.87% 53.3% 534 18.16% 4.1
FCPM III Services
2830
FCPM III Services
Netherlands
$763M +$262M +52% 26.9% – 11 27.27% 1.2
CL
2831
CIM LLC
New York
$763M -$1.98M -0.3% 1.56% 108% 181 11.05% 4
Parr McKnight Wealth Management Group
2832
Parr McKnight Wealth Management Group
Minnesota
$763M +$474K +0.1% 1.71% – 233 7.3% 0.9
Canyon Capital Advisors
2833
Canyon Capital Advisors
Texas
$761M +$31.4M +4% 14.1% 78% 15 20% 2.3
Atmos Capital Gestao de Recursos
2834
Atmos Capital Gestao de Recursos
Brazil
$760M +$15.2M +2% 2.57% 101% 20 35% 1
GF
2835
Greenfield FTC
Nevada
$760M +$253M +50% 2.39% 75.4% 4 50% 3.3
AAA
2836
Adams Asset Advisors
Texas
$760M -$15.6M -2% 0.03% 66.8% 86 9.3% 5.4
Arbor Investment Advisors
2837
Arbor Investment Advisors
North Carolina
$760M -$27.8M -4% 1.81% 48.5% 134 22.39% 5.1
BFCFSI
2838
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$759M +$53.1M +8% 2.48% – 2,810 18.61% 0.9
Wahed Invest
2839
Wahed Invest
New York
$759M +$27.4M +4% 7.51% 140% 218 5.05% 2.8
Crawford Fund Management
2840
Crawford Fund Management
Massachusetts
$759M +$134M +21% 2.56% – 227 27.31% 1.1
BlueSky Wealth Advisors
2841
BlueSky Wealth Advisors
North Carolina
$758M +$16.8M +2% 1.53% 45.9% 82 7.32% 3.2
Ramirez Asset Management
2842
Ramirez Asset Management
New York
$758M +$38.1M +5% 4.95% 86.8% 404 16.58% 1.5
OM
2843
Opaleye Management
Massachusetts
$758M +$50.6M +7% 16.1% 748% 63 47.62% 1.4
United Bank (Virginia)
2844
United Bank (Virginia)
Virginia
$757M -$82M -10% 1.99% 76.1% 130 3.08% 5.8
LWANC
2845
Laurel Wealth Advisors (North Carolina)
North Carolina
$756M +$40.9M +6% 3.08% 71.1% 706 77.05% 1.4
O'Brien Wealth Partners
2846
O'Brien Wealth Partners
Massachusetts
$756M +$17.9M +2% 2.45% 56.7% 118 24.58% 2.6
Fortis Capital Management
2847
Fortis Capital Management
Washington
$756M +$44.5M +6% 0.67% 82% 218 22.94% 1.9
JPC
2848
Jabodon PT Co
Nevada
$756M +$661M +696% 2.18% 61.9% 7 85.71% 0.6
Cardinal Capital Management Inc (North Carolina)
2849
Cardinal Capital Management Inc (North Carolina)
North Carolina
$755M +$31.6M +4% 5.59% 86.4% 135 4.44% 8.8
Summit Wealth Group (Colorado)
2850
Summit Wealth Group (Colorado)
Colorado
$754M -$191M -20% 2.92% – 677 87.59% 0.1