We are live on ! Find out more

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)
Strategic Point Investment Advisors
3026
Strategic Point Investment Advisors
Rhode Island
$767M +$79.5M +12% 10.4% 58.2% 36 2.78% 5.2
Nexus Investment Management
3027
Nexus Investment Management
Ontario, Canada
$767M +$51.8M +7% 11.3% 93.5% 74 8.11% 5.3
Albar Capital Partners
3028
Albar Capital Partners
United Kingdom
$767M +$149M +24% 21.8% – 58 72.41% 0.3
Sphera Funds Management
3029
Sphera Funds Management
Israel
$767M +$137M +22% 18.1% 245% 123 36.59% 1.4
Arvin Capital Management
3030
Arvin Capital Management
Texas
$766M -$53M -6% 26.2% – 80 73.75% 0.3
Crews Bank & Trust
3031
Crews Bank & Trust
Florida
$766M +$76.2M +11% 11.8% – 721 14.84% 1.3
Hendershot Investments
3032
Hendershot Investments
Virginia
$766M +$21.6M +3% 5.08% 50.5% 137 8.03% 5.8
NetEase Inc
3033
NetEase Inc
China
$765M -$169M -18% 23% 464% 2 0% 2.5
Clearstead Trust
3034
Clearstead Trust
Maine
$765M +$152M +25% 25.8% 111% 1,035 11.5% 2.3
Cornerstone Advisors Asset Management
3035
Cornerstone Advisors Asset Management
Pennsylvania
$765M +$117M +18% 10% 41.2% 143 13.29% 2.8
JC
3036
JBF Capital
Colorado
$764M +$87.6M +13% 17.2% 93.6% 133 38.35% 1.9
United Capital Management of KS
3037
United Capital Management of KS
Kansas
$763M +$103M +16% 34.7% 272% 120 25.83% 3.2
Essex Investment Management
3038
Essex Investment Management
Massachusetts
$763M +$132M +21% 40.1% 370% 330 14.85% 4
Kelman-Lazarov Inc
3039
Kelman-Lazarov Inc
Tennessee
$763M +$65.7M +9% 9.94% 46.6% 156 11.54% 4.3
Adams Natural Resources Fund
3040
Adams Natural Resources Fund
Maryland
$763M -$100M -12% 9.78% 50.6% 54 5.56% 7.9
Sentinel Pension Advisors
3041
Sentinel Pension Advisors
Massachusetts
$762M +$85.8M +13% 8.86% 46.5% 150 10.67% 2.8
Ironwood Investment Counsel
3042
Ironwood Investment Counsel
Arizona
$762M +$68M +10% 13.6% 64% 278 9.35% 5.4
Schnieders Capital Management
3043
Schnieders Capital Management
California
$762M +$133M +21% 17.9% 103% 252 20.63% 5.4
Knightsbridge Asset Management
3044
Knightsbridge Asset Management
California
$762M +$18.8M +3% 36.2% 150% 339 33.33% 1.7
Westside Investment Management
3045
Westside Investment Management
California
$761M +$109M +17% 22.6% 114% 1,534 9.52% 3.6
Biltmore Family Office
3046
Biltmore Family Office
North Carolina
$761M +$45.4M +6% 14.3% 78.1% 346 9.83% 4
Dean Investment Associates
3047
Dean Investment Associates
Ohio
$761M +$50.4M +7% 12% 63.5% 206 14.08% 4.9
Horst & Graben Wealth Management
3048
Horst & Graben Wealth Management
Oregon
$760M +$31.3M +4% 13.2% 55.1% 208 7.69% 3.1
Fourpath Capital Management
3049
Fourpath Capital Management
Oklahoma
$760M +$62.5M +9% 5.71% 82.1% 246 18.29% 2
Keating Financial Advisory Services
3050
Keating Financial Advisory Services
Kansas
$760M +$141M +23% 16.1% – 2,738 11.07% 0.4