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)
HI
3026
Hendershot Investments
Virginia
$766M +$21.6M +3% 5.08% 50.5% 137 8.03% 5.8
NI
3027
NetEase Inc
China
$765M -$169M -18% 23% 464% 2 0% 2.5
CT
3028
Clearstead Trust
Maine
$765M +$152M +25% 25.8% 111% 1,035 11.5% 2.3
CAAM
3029
Cornerstone Advisors Asset Management
Pennsylvania
$765M +$117M +18% 10% 41.2% 143 13.29% 2.8
JC
3030
JBF Capital
Colorado
$764M +$87.6M +13% 17.2% 93.6% 133 38.35% 1.9
UCMOK
3031
United Capital Management of KS
Kansas
$763M +$103M +16% 34.7% 272% 120 25.83% 3.2
EIM
3032
Essex Investment Management
Massachusetts
$763M +$132M +21% 40.1% 372% 330 14.85% 4
KLI
3033
Kelman-Lazarov Inc
Tennessee
$763M +$65.7M +9% 9.94% 46.6% 156 11.54% 4.3
ANRF
3034
Adams Natural Resources Fund
Maryland
$763M -$99.7M -12% 9.78% 43% 54 5.56% 7.9
SPA
3035
Sentinel Pension Advisors
Massachusetts
$762M +$85.8M +13% 8.86% 46.5% 150 10.67% 2.8
IIC
3036
Ironwood Investment Counsel
Arizona
$762M +$68M +10% 13.6% 64% 278 9.35% 5.4
SCM
3037
Schnieders Capital Management
California
$762M +$133M +21% 17.9% 103% 252 20.63% 5.4
KAM
3038
Knightsbridge Asset Management
California
$762M +$18.8M +3% 36.2% 150% 339 33.33% 1.7
WIM
3039
Westside Investment Management
California
$761M +$109M +17% 22.6% 114% 1,534 9.52% 3.6
BFO
3040
Biltmore Family Office
North Carolina
$761M +$45.4M +6% 14.3% 78.1% 346 9.83% 4
DIA
3041
Dean Investment Associates
Ohio
$761M +$50.4M +7% 12% 63.5% 206 14.08% 4.9
HGWM
3042
Horst & Graben Wealth Management
Oregon
$760M +$31.3M +4% 13.2% 55.1% 208 7.69% 3.1
FCM
3043
Fourpath Capital Management
Oklahoma
$760M +$62.5M +9% 5.71% 78% 246 18.29% 2
KFAS
3044
Keating Financial Advisory Services
Kansas
$760M +$141M +23% 16.1% – 2,738 11.07% 0.4
EAN
3045
Excelsior Advisor Network
Colorado
$759M +$496M +189% 13.9% – 455 50.77% 0.2
MTWSIF
3046
Mivtachim The Workers Social Insurance Fund
Israel
$759M -$30.2M -4% 25% 163% 52 36.54% 2.4
RFA
3047
Rollins Financial Advisors
New York
$759M +$127M +20% 21.7% – 178 16.85% 1.7
RA
3048
Riversedge Advisors
Delaware
$759M +$141M +23% 13.4% 71.3% 328 37.8% 1.3
AMPWP
3049
Alvarez & Marsal Private Wealth Partners
Florida
$759M +$46.5M +7% 13.6% – 189 49.74% 0.4
NWM
3050
Northwest Wealth Management
Iowa
$758M +$92.8M +14% 12.7% 63.4% 295 23.73% 3.2