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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)
Cumberland Advisors
2901
Cumberland Advisors
Florida
$289M +$9.5M +3% 13.5% 80.7% 77 14.29% 0.9
Bishop Rock Capital
2902
Bishop Rock Capital
New York
$288M +$132M +84% 16.7% 35.4% 22 0% 2.1
Lake Point Wealth Management
2903
Lake Point Wealth Management
Texas
$288M +$20.5M +8% 3.23% – 1,058 42.91% 0.2
George Kaiser Family Foundation
2904
George Kaiser Family Foundation
Oklahoma
$288M -$6.54M -2% 11.2% 106% 21 4.76% 2.2
Asset Dedication LLC
2905
Asset Dedication LLC
California
$287M +$43.7M +18% 10.4% 67.8% 669 17.64% 1.7
Xponance
2906
Xponance
Pennsylvania
$287M +$30.2M +12% 9.58% 144% 70 22.86% 0.9
BCM
2907
BlueMar Capital Management
Florida
$287M +$113M +65% 21.8% 27.4% 63 53.97% 0.9
Albar Capital
2908
Albar Capital
United Kingdom
$287M +$190M +196% 14.6% 163% 39 89.74% 0
Spinnaker Capital
2909
Spinnaker Capital
Massachusetts
$287M +$5.84M +2% 18.8% 12.4% 2 0% 1.3
K.J. Harrison & Partners
2910
K.J. Harrison & Partners
Ontario, Canada
$287M +$123M +75% 15.3% 140% 175 36.57% 1.9
Coastal Bridge Advisors
2911
Coastal Bridge Advisors
Connecticut
$286M +$33.1M +13% 9.18% 88.1% 147 25.17% 1.8
CPH
2912
C Partners Holding
Switzerland
$286M +$35.5M +14% 26% 25.6% 23 0% 2.1
Diameter Capital Partners
2913
Diameter Capital Partners
New York
$286M +$66.6M +30% 15% 378% 28 78.57% 0.3
Fullerton Fund Management
2914
Fullerton Fund Management
Singapore
$286M +$110M +62% 27.8% 412% 33 15.15% 0.6
Hunter Associates Investment Management
2915
Hunter Associates Investment Management
Pennsylvania
$286M +$39.8M +16% 15.7% 81.7% 167 8.98% 4
Portland Global Advisors
2916
Portland Global Advisors
Maine
$285M +$36.2M +15% 12.6% 43.4% 107 9.35% 4.3
IBEX Wealth Advisors
2917
IBEX Wealth Advisors
New Jersey
$285M +$66.3M +30% 13.5% 221% 107 41.12% 0.8
Virtue Capital Management
2918
Virtue Capital Management
Tennessee
$285M +$70.7M +33% 5.55% 97.9% 128 40.63% 0.7
TD Ameritrade Trust
2919
TD Ameritrade Trust
Colorado
$285M +$45.6M +19% 10.7% 21.7% 22 13.64% 3.1
Gilman Hill Asset Management
2920
Gilman Hill Asset Management
Connecticut
$285M +$46.9M +20% 13.7% 54.2% 196 16.33% 3
KCP
2921
KDI Capital Partners
North Carolina
$284M -$10.2M -3% 12.4% 77.1% 58 37.93% 2.2
CC
2922
Cognios Capital
Kansas
$284M +$36.3M +15% 12.9% 28.5% 166 41.57% 1.8
Robotti Robert
2923
Robotti Robert
$283M +$27.9M +11% 13.4% 107% 71 18.31% 2.9
Crestone Asset Management
2924
Crestone Asset Management
Colorado
$283M +$17.2M +6% 15.7% 6.65% 50 16% 1.7
Mitchell Capital Management
2925
Mitchell Capital Management
Kansas
$283M +$46.3M +20% 16.1% 234% 128 13.28% 1.4