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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)
BA
2851
BKS Advisors
Michigan
$283M +$8.78M +3% 5.12% 58% 243 16.46% 1.9
Cambridge Advisors
2852
Cambridge Advisors
Nebraska
$283M +$3.96M +1% 1.7% 58.6% 152 7.89% 2.8
Invesco Private Capital
2853
Invesco Private Capital
New York
$283M +$23.3M +9% 8.36% 41.9% 8 62.5% 1.6
XS
2854
XR Securities
Illinois
$283M +$251M +802% 3.35% 17% 294 97.96% 0
TrustCore Financial Services
2855
TrustCore Financial Services
Tennessee
$282M +$18.6M +7% 2.69% 28.3% 1,014 31.16% 0.3
Teewinot Capital Advisers
2856
Teewinot Capital Advisers
New York
$282M -$384K -0.1% 4.37% 149% 56 21.43% 2.4
Atlas Capital Advisors
2857
Atlas Capital Advisors
Wyoming
$282M -$44.3M -14% 0.58% – 599 30.38% 0.2
Gibson Capital
2858
Gibson Capital
Pennsylvania
$282M +$2.2M +0.8% 3.51% 67.2% 38 0% 3.7
Moody Aldrich Partners
2859
Moody Aldrich Partners
Massachusetts
$281M +$125M +80% 12.5% 336% 121 50.41% 0.8
Pine Brook Road Advisors
2860
Pine Brook Road Advisors
New York
$281M +$174M +162% 25.7% – 5 80% 1.3
LSC
2861
Lyon Street Capital
California
$281M -$29.3M -9% 5.38% – 62 35.48% 1.1
Hyperion Asset Management
2862
Hyperion Asset Management
Australia
$281M +$32.6M +13% 16.8% 151% 12 0% 0.5
Clarus Ventures
2863
Clarus Ventures
Massachusetts
$281M +$183M +188% 31.1% 70.3% 8 25% 2.2
GJCM
2864
Grand Jean Capital Management
California
$281M +$16.9M +6% 3.16% 61.4% 45 6.67% 2.9
Hartford Financial Management
2865
Hartford Financial Management
Connecticut
$281M +$83.3M +42% 3.01% 87.9% 449 31.4% 2.1
Elite Wealth Management
2866
Elite Wealth Management
Washington
$281M +$159M +130% 7.62% 142% 66 25.76% 2
Lawson Kroeker Investment Management
2867
Lawson Kroeker Investment Management
Nebraska
$281M -$24.9M -8% 6.54% 69.7% 71 7.04% 4.1
Highland Private Wealth Management
2868
Highland Private Wealth Management
Washington
$280M +$118M +73% 2.05% 19% 175 85.71% 0.5
White Pine Capital
2869
White Pine Capital
Minnesota
$280M +$8.58M +3% 5.37% 143% 255 12.55% 3
Diker Management
2870
Diker Management
New York
$280M -$18.7M -6% 0.41% 210% 69 40.58% 1.7
CFSG
2871
Community Financial Services Group
Vermont
$280M +$24.6M +10% 3.15% – 93 23.66% 2.3
Spearhead Capital Advisors
2872
Spearhead Capital Advisors
Florida
$279M +$22.7M +9% 3.42% 25.2% 76 14.47% 0.4
Stonebridge Capital Management
2873
Stonebridge Capital Management
California
$279M +$6.05M +2% 0.61% – 143 9.79% 3.3
Cassaday & Co
2874
Cassaday & Co
Virginia
$278M +$155M +125% 2.08% 62.7% 32 6.25% 2.5
ARS Wealth Advisors
2875
ARS Wealth Advisors
Florida
$278M +$9.6M +4% 2.88% 62.5% 120 11.67% 2.7