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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)
Minot Capital
3026
Minot Capital
Colorado
$369M -$127M -26% 8.82% 19.6% 19 0% 2.1
CVA Family Office
3027
CVA Family Office
Colorado
$368M +$648K +0.2% 6.72% 71.6% 961 9.68% 1.3
Souders Financial Advisors
3028
Souders Financial Advisors
Ohio
$368M +$20.5M +6% 5.12% 54.9% 159 24.53% 1.5
Strategy Asset Managers
3029
Strategy Asset Managers
California
$368M +$43.4M +13% 5.77% 115% 284 55.99% 1.8
Cornerstone Management
3030
Cornerstone Management
Georgia
$368M -$16.6M -4% 3.96% 43.6% 259 7.72% 1.4
Hutchinson Capital Management
3031
Hutchinson Capital Management
California
$368M -$18.3M -5% 5.55% 52.6% 74 10.81% 4.8
Surevest
3032
Surevest
California
$368M -$13.7M -4% 5.84% 24.6% 615 17.56% 1.1
Jackson Thornton Wealth Management
3033
Jackson Thornton Wealth Management
Alabama
$367M +$14.6M +4% 5.68% 64.4% 35 37.14% 0.5
Baron Silver Stevens Financial Advisors
3034
Baron Silver Stevens Financial Advisors
Florida
$367M -$19.4M -5% 6.5% 52.1% 153 64.71% 0.7
Pacific Capital Wealth Advisors
3035
Pacific Capital Wealth Advisors
California
$367M +$6.07M +2% 5.98% 54.1% 94 24.47% 1.9
Nekton Capital
3036
Nekton Capital
United Kingdom
$367M +$56.8M +18% 6.21% 30.1% 28 78.57% 0.2
Blueprint Investment Partners
3037
Blueprint Investment Partners
North Carolina
$367M -$4.59M -1% 2.22% 90.8% 194 45.36% 0.8
GYL Financial Synergies
3038
GYL Financial Synergies
Connecticut
$367M +$592K +0.2% 5.22% 36% 207 15.46% 2.4
Cheviot Value Management
3039
Cheviot Value Management
California
$366M -$34.9M -9% 7.1% 77.8% 73 9.59% 4.2
Hudson Way Capital Management
3040
Hudson Way Capital Management
Texas
$366M -$3.09M -0.8% 1.05% 51.3% 17 23.53% 2.3
Icon Advisers
3041
Icon Advisers
Colorado
$366M -$67.1M -15% 2.86% 114% 180 35.56% 2.1
First National Corp
3042
First National Corp
Massachusetts
$365M -$17M -4% 5.14% 56.3% 158 6.96% 2.6
Advanced Asset Management Advisors
3043
Advanced Asset Management Advisors
Ohio
$365M -$24.8M -6% 5.73% 93.6% 92 2.17% 3.2
Adams Street Partners
3044
Adams Street Partners
Illinois
$365M -$19.1M -5% 6.9% 399% 18 44.44% 2.7
Foyston, Gordon, & Payne
3045
Foyston, Gordon, & Payne
Ontario, Canada
$365M +$19M +5% 6.04% 57.2% 66 12.12% 4.3
Evolution Wealth Advisors
3046
Evolution Wealth Advisors
Florida
$365M -$30.4M -8% 2.61% 84.5% 126 22.22% 1.8
Moisand Fitzgerald Tamayo
3047
Moisand Fitzgerald Tamayo
Florida
$365M -$7.09M -2% 6.67% 51.1% 923 48.86% 1.5
TLP
3048
Tri Locum Partners
New York
$364M +$120M +49% 18.5% 357% 72 72.22% 0.3
Inspire Advisors
3049
Inspire Advisors
Idaho
$364M +$6.71M +2% 3.44% 60.2% 177 45.2% 0.5
Single Point Partners
3050
Single Point Partners
Massachusetts
$364M -$2.42M -0.7% 5.08% 56.4% 148 29.05% 0.7