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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)
University of Notre Dame du Lac
2951
University of Notre Dame du Lac
Indiana
$316M -$19.1M -6% 18.2% – 65 35.38% 1.3
Capital Advantage
2952
Capital Advantage
California
$316M +$27.4M +9% 5.6% 49.2% 99 12.12% 2.8
Legacy Financial Advisors
2953
Legacy Financial Advisors
Kentucky
$316M +$15.4M +5% 4.33% 86.3% 118 8.47% 1.7
Icon Wealth Partners
2954
Icon Wealth Partners
Texas
$316M +$23.8M +8% 6.26% – 185 16.22% 1.5
First Trust Capital Management
2955
First Trust Capital Management
Illinois
$316M +$7.89M +3% 29.8% 214% 64 76.56% 0.3
IQ EQ Fund Management
2956
IQ EQ Fund Management
Ireland
$316M +$6.97M +2% 9.03% 109% 157 4.46% 2.4
IIA
2957
IPG Investment Advisors
California
$316M +$29.3M +10% 11% 106% 150 23.33% 2.2
Keebeck Wealth Management
2958
Keebeck Wealth Management
Illinois
$315M – – 7.53% 81.3% 339 – 0
Sage Advisory Services
2959
Sage Advisory Services
Texas
$315M +$10.1M +3% 5.17% 37.8% 57 17.54% 1.3
Galibier Capital Management
2960
Galibier Capital Management
Ontario, Canada
$315M +$63.6M +25% 5.19% 66.8% 36 16.67% 0.8
Discovery Capital Management
2961
Discovery Capital Management
Connecticut
$315M -$283M -47% 3.42% 871% 34 52.94% 0.6
Strid Group
2962
Strid Group
Pennsylvania
$315M +$24.6M +8% 7.52% 55.2% 27 3.7% 2.1
Mitchell Capital Management
2963
Mitchell Capital Management
Kansas
$315M +$18.7M +6% 9.85% 234% 139 13.67% 1.8
Haverford Financial Services
2964
Haverford Financial Services
Pennsylvania
$314M +$19.7M +7% 10.1% 57.9% 73 9.59% 2.9
Omega Fund Management
2965
Omega Fund Management
Massachusetts
$314M -$9.8M -3% 2.88% 106% 14 0% 2.3
Hussman Strategic Advisors
2966
Hussman Strategic Advisors
Maryland
$314M -$38.9M -11% 7.84% 41.6% 251 41.43% 1.6
BCH
2967
Berkshire Capital Holdings
California
$314M +$12.7M +4% 22.3% 2,748% 54 29.63% 0.8
Robotti Robert
2968
Robotti Robert
$314M -$14.4M -4% 13.3% 107% 63 17.46% 3.1
Principle Wealth Partners
2969
Principle Wealth Partners
Connecticut
$313M +$23.9M +8% 9.07% 79.9% 174 9.77% 0.8
Bogart Wealth LLC
2970
Bogart Wealth LLC
Virginia
$313M +$110M +54% 3.58% 60.5% 418 16.27% 1.6
Certified Advisory Corp
2971
Certified Advisory Corp
Florida
$313M +$25M +9% 5.91% 62.9% 870 12.99% 1.5
Ramsay Stattman Vela & Price
2972
Ramsay Stattman Vela & Price
Colorado
$313M +$23.9M +8% 7.68% 81.8% 62 4.84% 5.1
Pinkerton Retirement Specialists
2973
Pinkerton Retirement Specialists
Idaho
$312M +$20.4M +7% 6.44% 98% 63 6.35% 3
CDIA
2974
Capital Directions Investment Advisors
Georgia
$312M +$10.1M +3% 7.1% 7.53% 265 20% 1.1
Intel Corp
2975
Intel Corp
California
$311M +$71.8M +30% 30.5% 9.79% 6 33.33% 1.4