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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)
Kopp Investment Advisors
2851
Kopp Investment Advisors
Minnesota
$186M -$38.6M -17% 8.85% 109% 75 22.67% 1.5
Keating Investment Counselors
2852
Keating Investment Counselors
Florida
$186M -$10.3M -5% 4.56% 50% 60 5% 2
JRM
2853
John R. Muse
$185M -$44.2M -19% 18.4% – 2 0% 0.5
Confluence Wealth Management
2854
Confluence Wealth Management
Oregon
$185M +$2.38M +1% 5.66% 31.9% 120 16.67% 1
Dumont & Blake Investment Advisors
2855
Dumont & Blake Investment Advisors
New Jersey
$185M -$19.5M -10% 7.62% 78.3% 180 12.22% 1.7
Capital Investment Counsel Inc
2856
Capital Investment Counsel Inc
North Carolina
$185M -$15.8M -8% 7.01% 174% 140 7.86% 1.9
Cypress Wealth Advisors
2857
Cypress Wealth Advisors
California
$185M +$13.9M +8% 8.7% 29.3% 199 34.17% 0.2
Starwood Real Estate Securities
2858
Starwood Real Estate Securities
Connecticut
$185M -$100M -35% 1.9% – 46 71.74% 0.2
Ironwood Investment Counsel
2859
Ironwood Investment Counsel
Arizona
$185M -$12.1M -6% 6.53% 64% 142 9.15% 1.9
MU Investments Company
2860
MU Investments Company
Japan
$185M -$25.5M -12% 7.07% 40.4% 308 17.86% 1.7
Domani Wealth
2861
Domani Wealth
Pennsylvania
$185M +$1.04M +0.6% 10.2% 48.6% 110 23.64% 0.4
The Family Firm
2862
The Family Firm
Maryland
$184M -$9.9M -5% 7.28% 40.2% 119 20.17% 0.6
Callan Capital
2863
Callan Capital
California
$184M -$292M -61% 21% 20.1% 80 33.75% 1.4
TIFF Advisory Services
2864
TIFF Advisory Services
Pennsylvania
$184M -$65.8M -26% 10.3% 85.9% 3 33.33% 1.1
Benin Management Corp
2865
Benin Management Corp
Connecticut
$184M -$3.5M -2% 6.31% 76.3% 105 12.38% 1.8
Taylor Cottrill
2866
Taylor Cottrill
New Hampshire
$184M -$23.5M -11% 5.98% – 105 1.9% 1.9
City Holding Co
2867
City Holding Co
West Virginia
$183M -$13.3M -7% 5.77% 89.2% 485 8.87% 1.4
LHC
2868
Levy Harkins & Co
New York
$183M -$66.2M -27% 8.13% 62.9% 21 14.29% 1.9
Axis Capital Holdings
2869
Axis Capital Holdings
$183M -$2.87M -2% 7.55% 67% 3 0% 2.3
Barings Real Estate Advisers
2870
Barings Real Estate Advisers
Connecticut
$183M -$40.5M -18% 2.17% 44.2% 41 31.71% 1.4
Adelphi Capital
2871
Adelphi Capital
United Kingdom
$182M +$1.21M +0.7% 11.8% – 2 0% 0.8
Rock Point Advisors
2872
Rock Point Advisors
Vermont
$182M -$13.2M -7% 9.48% 82.8% 85 5.88% 1.7
JGP Global Gestao de Recursos
2873
JGP Global Gestao de Recursos
Brazil
$182M -$246M -57% 8.09% 261% 33 54.55% 0.4
Claar Advisors
2874
Claar Advisors
New York
$182M -$71.1M -28% 9.03% 65.5% 34 44.12% 0.7
Community Bank of Raymore
2875
Community Bank of Raymore
Missouri
$182M -$10M -5% 12.1% 89.6% 45 8.89% 0.7