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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)
Old Dominion Capital Management
2926
Old Dominion Capital Management
Virginia
$289M -$3.9M -1% 4.17% 45.9% 145 13.79% 1.6
Advanced Asset Management Advisors
2927
Advanced Asset Management Advisors
Ohio
$289M +$8.46M +3% 3.9% 93.6% 107 21.5% 1
Rowlandmiller & Partners
2928
Rowlandmiller & Partners
Georgia
$288M +$8.99M +3% 3.63% 84% 137 4.38% 3.6
AC
2929
Apertura Capital
Texas
$288M -$69.3M -19% 3.38% 41.5% 45 77.78% 0.2
Cliffwater
2930
Cliffwater
California
$288M -$50.6M -15% 1.08% 29.4% 20 10% 1.3
ACM
2931
Aquilo Capital Management
California
$288M +$62.2M +28% 12.7% 6.84% 15 20% 0.7
Lake Point Wealth Management
2932
Lake Point Wealth Management
Texas
$288M $0 0% 1.15% – 760 2.63% 0.4
Haverford Financial Services
2933
Haverford Financial Services
Pennsylvania
$288M +$9.1M +3% 4.97% 57.9% 69 7.25% 2.8
WA
2934
WealthTrust Axiom
Pennsylvania
$288M +$6.7M +2% 4.59% 125% 247 8.1% 3.9
Robotti Robert
2935
Robotti Robert
$287M +$3.65M +1% 4.92% 107% 66 16.67% 3.1
George Kaiser Family Foundation
2936
George Kaiser Family Foundation
Oklahoma
$287M -$782K -0.3% 8.74% 106% 22 4.55% 2.3
CDIA
2937
Capital Directions Investment Advisors
Georgia
$287M -$16.4M -5% 2.28% 7.53% 106 33.02% 2.6
CRB
2938
Chad R. Baker
$287M +$10.4M +4% 4.56% 123% 56 3.57% 2.8
Schneider Downs Wealth Management Advisors
2939
Schneider Downs Wealth Management Advisors
Pennsylvania
$287M +$21.3M +8% 7.67% 55% 75 14.67% 1.6
Brian C. Broderick
2940
Brian C. Broderick
$286M +$5.92M +2% 3.14% 98.6% 86 10.47% 4.4
Forest Hill Capital
2941
Forest Hill Capital
Arkansas
$286M -$39.4M -12% 4.8% 112% 57 15.79% 3.3
Sky Investment Group
2942
Sky Investment Group
Connecticut
$285M +$13.1M +5% 4.19% 68% 103 5.83% 3.7
Blue Edge Capital
2943
Blue Edge Capital
Virginia
$285M +$22M +8% 2.4% 67.4% 94 6.38% 3
Crestone Asset Management
2944
Crestone Asset Management
Colorado
$285M +$2.13M +0.8% 0.99% 6.65% 53 9.43% 1.9
Pinkerton Retirement Specialists
2945
Pinkerton Retirement Specialists
Idaho
$285M +$11.9M +4% 3.51% 82.9% 64 10.94% 2.7
BW Gestao de Investimentos
2946
BW Gestao de Investimentos
Brazil
$285M +$46.3M +19% 4.51% 95.1% 105 22.86% 1.5
Essex Savings Bank
2947
Essex Savings Bank
Connecticut
$284M +$108M +62% 2.66% 95.2% 785 18.85% 0.4
Cobalt Capital Management
2948
Cobalt Capital Management
New Jersey
$284M +$54.5M +24% 3.75% 235% 51 70.59% 0.5
OH
2949
Overlook Holdings
British Virgin Islands
$284M -$55.5M -16% 4.84% – 3 33.33% 2.3
LWANC
2950
Laurel Wealth Advisors (North Carolina)
North Carolina
$284M +$11.4M +4% 3.83% 63.3% 527 9.68% 0.5