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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)
White Lighthouse Investment Management
3001
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 8.29% 62% 141 7.8% 4.8
CCM
3002
Cohen Capital Management
California
$614M +$30.6M +5% 8.75% 91.5% 157 7.01% 6.6
Strategic Global Advisors
3003
Strategic Global Advisors
California
$614M +$109M +22% 16.6% 137% 148 12.84% 2.2
Summit Asset Management
3004
Summit Asset Management
Tennessee
$614M +$36.1M +6% 5.88% 48.9% 174 6.32% 6.3
Breakwater Capital Group
3005
Breakwater Capital Group
New Jersey
$614M +$52.3M +9% 8% 67.4% 355 12.39% 1.6
James J. Burns & Company
3006
James J. Burns & Company
New York
$613M +$54.8M +10% 9.11% 70.2% 160 13.13% 1.6
AMCI
3007
Al Mehwar Commercial Investments
United Arab Emirates
$613M +$16M +3% 2.68% – 1 0% 1.5
Market Street Wealth Management Advisors
3008
Market Street Wealth Management Advisors
Indiana
$613M +$24.3M +4% 6.14% 44% 103 10.68% 3.4
Valley National Advisers
3009
Valley National Advisers
Pennsylvania
$613M +$58.3M +11% 10.5% 87.2% 869 13.35% 5.5
BWCP LP
3010
BWCP LP
Texas
$612M +$119M +24% 28.3% 198% 35 54.29% 0.8
Polunin Capital Partners
3011
Polunin Capital Partners
United Kingdom
$612M +$117M +24% 4.19% 268% 27 0% 1.6
Gilman Hill Asset Management
3012
Gilman Hill Asset Management
Connecticut
$612M +$36.2M +6% 2.84% 54.2% 239 11.3% 4.6
CBT
3013
Central Bank & Trust
Kentucky
$612M +$13M +2% 12.7% 118% 187 6.95% 7.7
L2 Asset Management
3014
L2 Asset Management
Massachusetts
$611M +$122M +25% 12% 128% 366 26.23% 1.3
HA
3015
Harbor Advisors
Florida
$611M +$35.1M +6% 8.71% 125% 201 9.45% 4.8
Arlington Financial Advisors
3016
Arlington Financial Advisors
California
$611M +$41.9M +7% 8.04% 67.6% 112 27.68% 3.5
Oak Grove Capital
3017
Oak Grove Capital
New Hampshire
$610M +$131M +27% 26.3% 470% 83 31.33% 2.2
FengHe Fund Management
3018
FengHe Fund Management
Singapore
$610M +$344M +129% 40.1% 902% 37 72.97% 0.4
OnyxPoint Global Management
3019
OnyxPoint Global Management
New York
$610M -$92.6M -13% 13.5% 162% 34 41.18% 0.7
Capricorn Investment Group
3020
Capricorn Investment Group
California
$610M +$147M +32% 86.9% 95.9% 7 28.57% 3.3
Acorn Financial Advisory Services
3021
Acorn Financial Advisory Services
Virginia
$610M +$56.8M +10% 10.9% 96.9% 206 12.14% 3.4
CFGSD
3022
Compass Financial Group (South Dakota)
South Dakota
$610M +$81.2M +15% 9.61% 72% 101 9.9% 2.1
Leelyn Smith
3023
Leelyn Smith
Illinois
$610M +$46.8M +8% 7.7% 77.3% 137 8.03% 3.5
Watts Gwilliam & Co
3024
Watts Gwilliam & Co
Arizona
$609M +$147M +32% 19.7% – 241 19.09% 0.9
Allen Mooney & Barnes Investment Advisors
3025
Allen Mooney & Barnes Investment Advisors
Georgia
$609M -$6.08M -1% 5.79% 78.9% 160 8.13% 2.6