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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)
Camden National Bank
2926
Camden National Bank
Maine
$727M +$12.7M +2% 1.33% 58.2% 176 10.8% 4.3
First National Advisers
2927
First National Advisers
Nebraska
$727M -$9.7M -1% 2.81% 87.9% 245 11.02% 2
GCQ Funds Management
2928
GCQ Funds Management
Australia
$726M +$67.9M +10% 1.65% – 11 9.09% 0.9
Meridian Wealth Partners
2929
Meridian Wealth Partners
Pennsylvania
$726M -$1M -0.1% 2.12% 54.2% 118 8.47% 3.6
Kavar Capital Partners Group
2930
Kavar Capital Partners Group
Kansas
$725M -$24.5M -3% 3.75% 77.2% 197 10.15% 5.2
James J. Burns & Company
2931
James J. Burns & Company
New York
$725M +$53.9M +8% 2.57% 70.2% 170 11.76% 2
Biltmore Family Office
2932
Biltmore Family Office
North Carolina
$724M +$21.6M +3% 4.57% 99% 339 17.4% 3.6
King Street Capital Management
2933
King Street Capital Management
New York
$724M -$1.61B -69% 5.77% 140% 20 50% 0.6
Engine Capital Management
2934
Engine Capital Management
New York
$724M -$118M -14% 0.74% 21.1% 30 16.67% 2.3
Intel Corp
2935
Intel Corp
California
$724M -$310M -30% 23.9% 9.79% 3 33.33% 2.3
Ellevest Inc
2936
Ellevest Inc
New York
$723M +$23M +3% 3.59% 73.8% 464 16.81% 3.3
SM
2937
Sciencast Management
New Jersey
$723M +$189M +35% 2.18% 72.5% 423 73.76% 0.2
Strategic Point Investment Advisors
2938
Strategic Point Investment Advisors
Rhode Island
$723M +$26.8M +4% 2.28% 58.2% 37 8.11% 4.7
Legacy Financial Advisors
2939
Legacy Financial Advisors
Kentucky
$723M -$2.96M -0.4% 3.06% 86.3% 461 25.38% 2.5
Koch Inc
2940
Koch Inc
Kansas
$723M -$34.1M -5% 7.68% – 7 0% 0.8
Cypress Wealth Services
2941
Cypress Wealth Services
California
$723M +$112M +18% 3.09% 82.7% 402 17.16% 2.3
Affinity Capital Advisors
2942
Affinity Capital Advisors
California
$723M +$71.7M +11% 2.57% 72.7% 174 12.64% 3.3
Meridian Wealth Advisors
2943
Meridian Wealth Advisors
Texas
$722M +$17.8M +3% 3.47% 79.9% 198 12.63% 4.6
Valley National Advisers
2944
Valley National Advisers
Pennsylvania
$722M +$76.2M +12% 2.96% 87.2% 960 17.81% 4.9
WCM
2945
Woodson Capital Management
Connecticut
$722M +$165M +30% 7.76% 235% 39 48.72% 0.9
Mivtachim The Workers Social Insurance Fund
2946
Mivtachim The Workers Social Insurance Fund
Israel
$722M +$36M +5% 12.8% 165% 39 30.77% 2.7
Gratus Wealth Advisors
2947
Gratus Wealth Advisors
Virginia
$721M +$10.9M +2% 1.47% 65.2% 135 8.15% 1.7
Onex Canada Asset Management
2948
Onex Canada Asset Management
Ontario, Canada
$720M -$71.1M -9% 3.63% 87.8% 72 2.78% 5
J.P. Marvel Investment Advisors
2949
J.P. Marvel Investment Advisors
Massachusetts
$720M +$32.2M +5% 10.2% 195% 61 1.64% 7.4
Silverarc Capital Management
2950
Silverarc Capital Management
Massachusetts
$720M -$21.6M -3% 59% 2,765% 103 54.37% 1