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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)
Cardinal Point Capital Management
2876
Cardinal Point Capital Management
Ontario, Canada
$630M +$29.9M +5% 0.17% 65.8% 93 20.43% 1.3
Exchange Capital Management
2877
Exchange Capital Management
Michigan
$630M +$1.56M +0.2% 1.14% 57.8% 219 15.07% 5
Fagan Associates
2878
Fagan Associates
New York
$629M +$34.2M +6% 5.16% 127% 135 7.41% 4.5
Roble Belko & Company
2879
Roble Belko & Company
Pennsylvania
$629M -$5.18M -0.8% 1.76% 53.3% 433 10.39% 4.3
Fortress Investment Group
2880
Fortress Investment Group
New York
$629M +$184M +41% 67.1% 97.5% 28 60.71% 1.3
NRA
2881
NSI Retail Advisors
Pennsylvania
$629M -$42.9M -6% 1.26% 26.2% 22 13.64% 1.6
CANC
2882
Culbertson A N & Co
Virginia
$629M +$7.56M +1% 1.83% 87.5% 128 3.13% 8
Koch Inc
2883
Koch Inc
Kansas
$627M – – 14.9% – 5 – 0
SkyView Investment Advisors
2884
SkyView Investment Advisors
New Jersey
$627M +$25.3M +4% 2.36% 70.3% 393 43.26% 1.1
Wexford Capital
2885
Wexford Capital
Florida
$627M +$209M +50% 3.09% 128% 265 61.13% 0.7
OCM
2886
Ogborne Capital Management
California
$627M +$246M +65% 19.9% 251% 22 50% 0.7
Greenland Capital Management
2887
Greenland Capital Management
New York
$626M -$181M -22% 33.8% 210% 490 64.08% 0.4
Lake Street Private Wealth
2888
Lake Street Private Wealth
Illinois
$626M +$2M +0.3% 2.72% 105% 274 15.69% 3.3
Arcadia Investment Management
2889
Arcadia Investment Management
Michigan
$626M +$17.3M +3% 3.88% 83.5% 329 30.4% 4.7
Arvest Investments
2890
Arvest Investments
Arkansas
$626M -$36.6M -6% 3% 50% 166 4.82% 0.9
Northcape Capital
2891
Northcape Capital
Australia
$625M -$50.1M -7% 8.95% – 35 14.29% 3.7
Greenhaven Road Investment Management
2892
Greenhaven Road Investment Management
Connecticut
$625M +$390M +166% 21.6% 70.2% 21 38.1% 1.5
Gratus Wealth Advisors
2893
Gratus Wealth Advisors
Virginia
$625M +$12.8M +2% 0.93% 65.2% 135 7.41% 0.9
Ulysses Management
2894
Ulysses Management
New York
$624M -$431M -41% 3.37% 51.8% 65 41.54% 2.1
Vantagepoint Investment Advisers
2895
Vantagepoint Investment Advisers
District of Columbia
$624M -$155M -20% 5.13% 42.7% 10 20% 2.2
Family Management
2896
Family Management
New York
$622M +$16.7M +3% 1.53% 69% 226 27.88% 2.3
Bordeaux Wealth Advisors
2897
Bordeaux Wealth Advisors
California
$622M +$69.5M +13% 6.38% 141% 172 13.37% 1.8
DTL
2898
Dynamic Technology Lab
Singapore
$622M -$323M -34% 0.72% 30.8% 1,434 72.45% 0.3
Advisors Preferred
2899
Advisors Preferred
Maryland
$622M -$34.8M -5% 3.3% 102% 304 75.66% 0.4
WCM
2900
Woodson Capital Management
Connecticut
$621M +$109M +21% 51% 235% 46 47.83% 0.9