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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)
Herald Investment Management
2926
Herald Investment Management
United Kingdom
$718M -$47.9M -6% 9.81% 493% 100 6% 5.1
Live Oak Private Wealth
2927
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 2.41% 74.6% 210 7.14% 4
Nuance Investments
2928
Nuance Investments
Missouri
$717M -$190M -21% 2.09% 3.13% 53 33.96% 2.8
Arkansas Financial Group
2929
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 1.21% 41.4% 95 4.21% 4.5
Cambient Family Office
2930
Cambient Family Office
Michigan
$716M +$15.6M +2% 2.12% – 282 15.25% 0.2
Anatole Investment Management
2931
Anatole Investment Management
Hong Kong
$716M +$116M +19% 79.7% 3,486% 23 69.57% 0.2
Biltmore Family Office
2932
Biltmore Family Office
North Carolina
$716M -$8.85M -1% 1.97% 99% 356 15.73% 3.9
Ovata Capital Management
2933
Ovata Capital Management
Hong Kong
$715M -$108M -13% 5.55% 69.1% 64 57.81% 0.5
Strategic Planning Group
2934
Strategic Planning Group
Utah
$715M -$61.5M -8% 1.51% 162% 92 42.39% 1.3
Legacy Financial Advisors
2935
Legacy Financial Advisors
Kentucky
$715M -$7.81M -1% 0.52% 86.3% 431 16.01% 2.6
Nexus Investment Management
2936
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 1.76% 93.5% 75 13.33% 5.3
First Hawaiian Bank
2937
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 1.5% 72.7% 91 6.59% 8.7
CFGSD
2938
Compass Financial Group (South Dakota)
South Dakota
$715M +$14.5M +2% 2% 72% 108 7.41% 2.6
ECM
2939
EagleClaw Capital Management
Massachusetts
$714M +$23M +3% 7.71% 104% 151 8.61% 7.1
Glen Eagle Advisors
2940
Glen Eagle Advisors
New Jersey
$714M -$20.7M -3% 0.89% 68.5% 1,067 6.28% 5.3
Atmos Capital Gestao de Recursos
2941
Atmos Capital Gestao de Recursos
Brazil
$714M -$46.8M -6% 10.3% 101% 16 0% 1.3
Affinity Capital Advisors
2942
Affinity Capital Advisors
California
$713M -$9.42M -1% 2.57% 72.7% 189 12.7% 3.4
Leelyn Smith
2943
Leelyn Smith
Illinois
$713M +$21.5M +3% 0.36% 86% 162 12.35% 3.4
Insight Wealth Partners
2944
Insight Wealth Partners
Texas
$713M -$16.7M -2% 0.42% 56.2% 131 20.61% 2.6
Dimension Capital Management
2945
Dimension Capital Management
Florida
$713M -$1.69M -0.2% 1.16% 65.5% 130 17.69% 3.8
TLP
2946
Tri Locum Partners
New York
$713M -$57.6M -7% 0.53% 357% 21 47.62% 0.7
Defilade Capital Management
2947
Defilade Capital Management
California
$712M -$25.6M -3% 0.08% – 42 47.62% 0.2
Alvarez & Marsal Private Wealth Partners
2948
Alvarez & Marsal Private Wealth Partners
Florida
$712M +$192M +37% 2.44% – 192 49.48% 0.1
Asio Capital
2949
Asio Capital
Kentucky
$712M +$3.32M +0.5% 4.1% 98% 123 20.33% 2.9
Personal CFO Solutions
2950
Personal CFO Solutions
New Jersey
$712M +$82.1M +13% 0.19% 91.4% 571 20.67% 2.6