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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)
CoreView Capital Management
2901
CoreView Capital Management
Hong Kong
$503M +$129M +35% 25.3% 50.9% 15 73.33% 0.6
Duncker Streett & Co
2902
Duncker Streett & Co
Missouri
$503M -$78M -13% 5.17% 102% 533 11.44% 4.7
Siemens
2903
Siemens
Germany
$503M -$145M -22% 22.4% 16.8% 1 0% 0.3
Realta Investment Advisors
2904
Realta Investment Advisors
Delaware
$502M +$47.3M +10% 3.6% 151% 467 19.49% 1.8
Cary Street Partners Asset Management
2905
Cary Street Partners Asset Management
Virginia
$502M +$34.9M +7% 2.77% 25.3% 187 17.11% 0.9
Austin Private Wealth
2906
Austin Private Wealth
Texas
$501M -$957K -0.2% 5.08% 62.3% 183 25.14% 1.2
Coerente Capital Management
2907
Coerente Capital Management
Ontario, Canada
$501M -$28.5M -5% 5.53% 54.7% 40 10% 1
Well Done LLC
2908
Well Done LLC
Michigan
$500M +$6.59M +1% 0.55% 80.4% 206 17.48% 2.6
Deseret Mutual Benefit Administrators
2909
Deseret Mutual Benefit Administrators
Utah
$500M -$94.8M -16% 3.61% 75.5% 490 1.02% 0.8
Tang Capital Management
2910
Tang Capital Management
California
$500M +$2.66M +0.5% 14.6% 493% 60 63.33% 0.5
DG Capital Management
2911
DG Capital Management
New York
$500M -$109M -18% 6.75% 76.7% 147 11.56% 0.9
Oberweis Asset Management
2912
Oberweis Asset Management
Illinois
$499M -$48.9M -9% 8.12% 485% 188 27.13% 1.6
Blue Edge Capital
2913
Blue Edge Capital
Virginia
$499M -$19M -4% 3.46% 67.4% 109 9.17% 4.2
Acorn Financial Advisory Services
2914
Acorn Financial Advisory Services
Virginia
$499M -$915K -0.2% 5.35% 96.9% 230 10.87% 1.6
Hunter Perkins Capital Management
2915
Hunter Perkins Capital Management
Illinois
$498M -$35.3M -7% 2.14% 58% 94 20.21% 1.2
Willow Creek Wealth Management
2916
Willow Creek Wealth Management
California
$498M +$13.8M +3% 3.92% – 124 6.45% 2.7
Summit Financial Strategies
2917
Summit Financial Strategies
Ohio
$497M -$21.2M -4% 3.33% 59.4% 132 13.64% 2.3
First National Bank & Trust Co of Newtown
2918
First National Bank & Trust Co of Newtown
Pennsylvania
$495M -$25.3M -5% 3.5% 55.7% 133 5.26% 6.8
Summit Financial Wealth Advisors
2919
Summit Financial Wealth Advisors
Louisiana
$495M -$21.9M -4% 3.13% 71.4% 151 21.19% 3.6
Cardinal Capital Management Inc (North Carolina)
2920
Cardinal Capital Management Inc (North Carolina)
North Carolina
$494M -$10.6M -2% 3.2% 86.4% 148 8.11% 5.9
CF
2921
Clarity Financial
Texas
$494M -$146M -23% 3.68% 56.8% 114 36.84% 0.7
Robotti Robert
2922
Robotti Robert
$494M +$717K +0.1% 15.2% 107% 80 20% 3.5
Mirador Capital Partners
2923
Mirador Capital Partners
California
$494M +$19.1M +4% 1.62% 120% 226 15.04% 2.6
EVM
2924
Evelyn V. Moreno
$494M -$6M -1% 5.44% 39.4% 109 45.87% 3.1
Oak Grove Capital
2925
Oak Grove Capital
New Hampshire
$494M -$81.6M -14% 7.1% 470% 121 42.15% 1.8