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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
JJBC
2926
James J. Burns & Company
New York
$725M +$53.9M +8% 2.57% 63.1% 170 11.76%
BFO
2927
Biltmore Family Office
North Carolina
$724M +$21.6M +3% 4.57% 78.1% 339 17.4%
KSCM
2928
King Street Capital Management
New York
$724M -$1.61B -69% 5.77% 140% 20 50%
ECM
2929
Engine Capital Management
New York
$724M -$118M -14% 0.74% 21.1% 30 16.67%
IC
2930
Intel Corp
California
$724M -$310M -30% 23.9% 9.79% 3 33.33%
EI
2931
Ellevest Inc
New York
$723M +$23M +3% 3.59% 73.8% 464 16.81%
SM
2932
Sciencast Management
New Jersey
$723M +$189M +35% 2.18% 72.5% 423 73.76%
SPIA
2933
Strategic Point Investment Advisors
Rhode Island
$723M +$26.8M +4% 2.28% 51.9% 37 8.11%
LFA
2934
Legacy Financial Advisors
Kentucky
$723M -$2.96M -0.4% 3.06% 86.3% 461 25.38%
KI
2935
Koch Inc
Kansas
$723M -$34.1M -5% 7.68% 7 0%
CWS
2936
Cypress Wealth Services
California
$723M +$112M +18% 3.09% 71.8% 402 17.16%
ACA
2937
Affinity Capital Advisors
California
$723M +$71.7M +11% 2.57% 62% 174 12.64%
MWA
2938
Meridian Wealth Advisors
Texas
$722M +$17.8M +3% 3.47% 79.9% 198 12.63%
VNA
2939
Valley National Advisers
Pennsylvania
$722M +$76.2M +12% 2.96% 79% 960 17.81%
WCM
2940
Woodson Capital Management
Connecticut
$722M +$165M +30% 7.76% 235% 39 48.72%
MTWSIF
2941
Mivtachim The Workers Social Insurance Fund
Israel
$722M +$36M +5% 12.8% 163% 39 30.77%
GWA
2942
Gratus Wealth Advisors
Virginia
$721M +$10.9M +2% 1.47% 135 8.15%
OCAM
2943
Onex Canada Asset Management
Ontario, Canada
$720M -$71.1M -9% 3.63% 87.8% 72 2.78%
JPMIA
2944
J.P. Marvel Investment Advisors
Massachusetts
$720M +$32.2M +5% 10.2% 183% 61 1.64%
SCM
2945
Silverarc Capital Management
Massachusetts
$720M -$21.6M -3% 59% 2,765% 103 54.37%
MW
2946
Marble Wealth
Alabama
$720M 3.24% 272
WCFA
2947
Walkner Condon Financial Advisors
Wisconsin
$720M +$88.9M +14% 2.47% 56.8% 320 10.31%
CICC
2948
Capital Investment Counsel (Colorado)
Colorado
$720M +$40.7M +6% 1.76% 151 17.22%
OTL
2949
Oak Thistle LLC
New York
$720M +$63.9M +10% 0.32% 59% 674 62.31%
CFS
2950
Cannon Financial Strategists
Georgia
$719M +$20.5M +3% 2.58% 52.4% 105 5.71%