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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)
Brasada Capital Management
2901
Brasada Capital Management
Texas
$518M +$89.5M +21% 12.7% 76.5% 154 33.12% 2.3
Strategic Point Investment Advisors
2902
Strategic Point Investment Advisors
Rhode Island
$517M +$48.9M +10% 9.31% 58.2% 35 8.57% 3.7
KWMG
2903
King Wealth Management Group
Florida
$517M +$42.9M +9% 11.5% 86% 151 11.92% 5.5
BIM
2904
Bridgecreek Investment Management
Oklahoma
$516M +$26.9M +5% 12.8% 48.4% 103 14.56% 4.9
Adventist Health System West
2905
Adventist Health System West
California
$516M +$43.6M +9% 9.32% 60.2% 5 0% 3.3
B.O.S.S. Retirement Advisors
2906
B.O.S.S. Retirement Advisors
Utah
$516M +$51.3M +11% 11.4% 78.2% 269 23.42% 0.8
MIC Capital Management (UK)
2907
MIC Capital Management (UK)
United Kingdom
$515M +$76.7M +17% 18% 67.2% 21 19.05% 1.6
Boussard & Gavaudan Investment Management
2908
Boussard & Gavaudan Investment Management
United Kingdom
$514M -$342M -40% 6.93% 25.8% 126 53.17% 0.9
Tarbox Family Office
2909
Tarbox Family Office
California
$514M +$31.4M +7% 10.7% 66.4% 104 11.54% 6.8
China Universal Asset Management Company
2910
China Universal Asset Management Company
China
$514M +$169M +49% 18.1% 292% 503 26.84% 1.1
Viking Fund Management
2911
Viking Fund Management
North Dakota
$514M +$17.8M +4% 8.15% 105% 124 11.29% 3.9
Permanens Capital
2912
Permanens Capital
New York
$513M -$71.6M -12% 9.13% 76.9% 47 53.19% 3.3
TA
2913
TCM Advisors
West Virginia
$513M +$402M +360% 10.8% 56.1% 63 0% 1.4
CVA Family Office
2914
CVA Family Office
Colorado
$513M +$74.5M +17% 9.83% 71.6% 1,045 78.37% 0.7
Redhawk Wealth Advisors
2915
Redhawk Wealth Advisors
Minnesota
$513M +$212M +71% 10.3% 116% 315 46.67% 1.1
Relyea Zuckerberg Hanson
2916
Relyea Zuckerberg Hanson
Connecticut
$513M +$74.1M +17% 11.6% 95.9% 240 22.5% 2.1
JC
2917
JBF Capital
Colorado
$511M +$58.6M +13% 12.9% 93.6% 81 27.16% 1.8
Well Done LLC
2918
Well Done LLC
Michigan
$511M +$59.9M +13% 10.2% 80.4% 186 16.13% 3.6
Genesis Investment Management
2919
Genesis Investment Management
United Kingdom
$510M -$206M -29% 19.7% 47.4% 14 0% 3.4
Tamar Securities
2920
Tamar Securities
California
$510M +$94.7M +23% 14.4% 84.8% 76 7.89% 2.1
DGM
2921
Darwin Global Management
Jersey
$509M +$225M +79% 49% 2,582% 10 90% 0.1
Bay Colony Advisors
2922
Bay Colony Advisors
Massachusetts
$509M +$93.6M +22% 9.33% 91.8% 416 21.63% 2.4
NM
2923
Newtyn Management
New York
$509M +$104M +26% 11.6% 52% 55 29.09% 1.6
CM
2924
Capital Management
Virginia
$509M +$66.4M +15% 15.9% 63.6% 74 13.51% 3.9
Dividend Assets Capital
2925
Dividend Assets Capital
South Carolina
$508M +$26.4M +5% 10.3% 67.4% 505 8.12% 3.9