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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)
Avenir Corporation
2901
Avenir Corporation
Virginia
$821M +$238K +0% 4.1% 34.4% 82 15.85% 6
Legacy Financial Advisors
2902
Legacy Financial Advisors
Kentucky
$820M +$105M +15% 19% 86.3% 453 14.79% 2.6
Capital Advantage
2903
Capital Advantage
California
$820M +$54.7M +7% 11.4% 49.2% 161 16.77% 2.7
Faithward Advisors
2904
Faithward Advisors
Pennsylvania
$819M +$119M +17% 20.1% 119% 354 30.51% 1.8
Canal Capital Management
2905
Canal Capital Management
Virginia
$819M +$79.9M +11% 13.2% 67.8% 243 24.28% 3.7
LaSalle St. Investment Advisors
2906
LaSalle St. Investment Advisors
Illinois
$818M +$108M +15% 12.6% 61.9% 454 14.98% 1.5
Dillon & Associates
2907
Dillon & Associates
Michigan
$817M +$90.8M +13% 16.1% 117% 81 8.64% 7.9
FRIHG
2908
Fund Resources Investment Holding Group
$817M +$735M +901% 225% – 8 100% 0
Mirador Capital Partners
2909
Mirador Capital Partners
California
$817M +$110M +16% 27.2% 120% 229 15.28% 4
Biondo Investment Advisors
2910
Biondo Investment Advisors
Pennsylvania
$817M +$36.9M +5% 8.42% 83.4% 94 18.09% 5.3
SBCM
2911
Schwerin Boyle Capital Management
Massachusetts
$816M +$28M +4% 8.14% 72.3% 49 4.08% 6.9
Financial Advisors Network
2912
Financial Advisors Network
California
$816M +$91.3M +13% 13.1% – 219 11.87% 3.7
Ayalon Insurance Company
2913
Ayalon Insurance Company
Israel
$815M +$325M +66% 22.1% 99.6% 70 18.57% 5.2
Cypress Wealth Services
2914
Cypress Wealth Services
California
$815M +$107M +15% 15.2% 82.7% 447 13.65% 2.4
Mitchell McLeod Pugh & Williams
2915
Mitchell McLeod Pugh & Williams
Alabama
$815M +$137M +20% 16.4% 90.7% 312 10.9% 6.1
Squadra Investments
2916
Squadra Investments
Brazil
$815M -$79.6M -9% 7.72% 1.55% 8 50% 0.8
Third View Private Wealth
2917
Third View Private Wealth
Connecticut
$814M +$83.8M +11% 13% – 316 23.42% 0.4
Skylands Capital
2918
Skylands Capital
Wisconsin
$814M +$50.9M +7% 10.5% 61% 176 17.61% 5.2
Wallington Asset Management
2919
Wallington Asset Management
Indiana
$814M +$61.6M +8% 26.9% 108% 64 9.38% 7.3
BPIM
2920
Brant Point Investment Management
New York
$813M +$37.6M +5% 29.8% 169% 165 48.48% 3
TLP
2921
Tri Locum Partners
New York
$813M +$101M +14% 20.5% 357% 21 28.57% 0.8
Renesas Electronics America
2922
Renesas Electronics America
California
$813M +$538M +196% 196% – 1 0% 0.5
Cambient Family Office
2923
Cambient Family Office
Michigan
$813M +$96.6M +13% 16.8% – 337 25.22% 0.4
Fagan Associates
2924
Fagan Associates
New York
$813M +$93.5M +13% 22.6% 127% 143 9.79% 4.9
Deer Management Company
2925
Deer Management Company
New York
$812M +$190M +31% 81.3% 154% 10 20% 2.5