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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)
Ferris Capital
2951
Ferris Capital
Massachusetts
$466M +$211M +83% 0.03% 67% 222 92.34% 0.3
Advanced Asset Management Advisors
2952
Advanced Asset Management Advisors
Ohio
$466M -$6.78M -1% 0.94% 93.6% 96 4.17% 2.4
JC
2953
JBF Capital
Colorado
$466M +$33.8M +8% 0.06% 93.6% 113 23.89% 1
KLCM Advisors
2954
KLCM Advisors
Wisconsin
$466M +$13.6M +3% 3.95% 122% 122 11.48% 3.6
CIA
2955
Covington Investment Advisors
Pennsylvania
$465M +$9.32M +2% 1.11% 100% 78 0% 5
SA
2956
Strategic Advisors
New York
$464M +$79.9M +21% 1.06% 106% 186 11.29% 3.2
Spirit of America Management Corp
2957
Spirit of America Management Corp
New York
$464M -$3.56M -0.8% 0.31% 113% 244 2.46% 4.6
Oak Grove Capital
2958
Oak Grove Capital
New Hampshire
$463M +$16.1M +4% 0.31% 470% 121 18.18% 1.3
JGP Wealth Management
2959
JGP Wealth Management
Oregon
$463M -$2.21M -0.5% 0.07% 87.8% 160 6.25% 2.1
Minot Wealth Management
2960
Minot Wealth Management
Massachusetts
$463M +$5.02M +1% 0.49% – 221 14.93% 1.1
Meridian Wealth Partners
2961
Meridian Wealth Partners
Pennsylvania
$462M +$33.9M +8% 1.34% 54.2% 82 12.2% 1.5
Cardinal Capital Management Inc (North Carolina)
2962
Cardinal Capital Management Inc (North Carolina)
North Carolina
$462M -$11.8M -2% 0.66% 86.4% 143 2.1% 5.7
VCM
2963
Vivaldi Capital Management
Illinois
$462M -$36.5M -7% 0.83% 69.2% 401 30.42% 1.6
Amia Capital
2964
Amia Capital
United Kingdom
$462M +$181M +64% 2.52% 30.1% 26 61.54% 0.5
Overbrook Management Corp
2965
Overbrook Management Corp
New York
$461M -$17.8M -4% 0.25% 157% 91 6.59% 3.5
Fagan Associates
2966
Fagan Associates
New York
$460M -$8.08M -2% 0.36% 127% 131 10.69% 3.3
Capital Insight Partners
2967
Capital Insight Partners
Arizona
$460M +$17.4M +4% 0.18% 51.7% 154 4.55% 2.4
GA
2968
GFS Advisors
Texas
$460M +$15.9M +4% 3.02% 97.9% 180 20.56% 3.5
Advisor OS
2969
Advisor OS
Illinois
$460M -$21.9M -5% 0.41% 61.2% 233 9.44% 0.7
3G Capital Partners
2970
3G Capital Partners
New York
$460M +$72.8M +19% 24.8% 351% 17 5.88% 1.2
Golden State Wealth Management
2971
Golden State Wealth Management
California
$460M +$6.25M +1% 0.22% – 335 16.72% 0.9
Medicxi Ventures Management
2972
Medicxi Ventures Management
Jersey
$460M -$98.4M -18% 15.6% 505% 6 0% 1.3
NFC Investments
2973
NFC Investments
Tennessee
$460M +$79.2M +21% 3.02% – 49 16.33% 3.7
Thames Capital Management
2974
Thames Capital Management
New Jersey
$459M +$32.1M +8% 2.1% 1,177% 62 41.94% 1.1
Columbia Asset Management
2975
Columbia Asset Management
Michigan
$458M +$7.81M +2% 1.09% 94.1% 189 12.17% 4.4