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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)
WAM
3076
WT Asset Management
Hong Kong
$260M -$62.7M -19% 10.2% 2,788% 44 70.45% 0.3
Rosenblum Silverman Sutton
3077
Rosenblum Silverman Sutton
California
$260M -$3.94M -1% 0.15% 90.1% 60 10% 3.1
Renaissance Investment Group
3078
Renaissance Investment Group
Massachusetts
$259M -$8.93M -3% 2.53% 99.6% 90 13.33% 4.2
Fagan Associates
3079
Fagan Associates
New York
$259M +$12.9M +5% 2.77% 127% 121 14.88% 2.9
Versant Venture Management
3080
Versant Venture Management
California
$258M -$84.7M -25% 15.5% 409% 9 11.11% 2.7
Rational Advisors
3081
Rational Advisors
New York
$258M -$23.7M -8% 2.76% 37.7% 613 17.62% 1.4
NC
3082
Northpointe Capital
Michigan
$258M -$56.8M -18% 2% 33% 108 47.22% 1.6
Pier 88 Investment Partners
3083
Pier 88 Investment Partners
California
$258M +$22.3M +9% 1.77% 36.1% 96 11.46% 1.2
Court Place Advisors
3084
Court Place Advisors
Maryland
$258M +$3.92M +2% 2.39% 92% 184 7.61% 4
USA Financial Formulas
3085
USA Financial Formulas
Michigan
$258M +$58.2M +29% 5.89% 104% 280 73.57% 0.3
Cahill Financial Advisors
3086
Cahill Financial Advisors
Minnesota
$257M +$4.88M +2% 1.15% 55.9% 159 6.29% 3.4
NAMP
3087
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257M +$3.4M +1% 1.88% 90.2% 124 7.26% 4.1
Franklin, Parlapiano, Turner & Welch
3088
Franklin, Parlapiano, Turner & Welch
Texas
$257M +$1.66M +0.7% 1.31% 41.6% 45 4.44% 5.3
Optimus Prime Fund Management
3089
Optimus Prime Fund Management
Cayman Islands
$257M -$11.5M -4% 0.34% 94.5% 34 38.24% 0.5
Bedell Frazier Investment Counselling
3090
Bedell Frazier Investment Counselling
California
$257M -$18.3M -7% 1.88% 72.5% 59 11.86% 1.9
McRae Capital Management
3091
McRae Capital Management
New Jersey
$257M +$6.64M +3% 1.41% 78.2% 95 8.42% 4.3
Kavar Capital Partners Group
3092
Kavar Capital Partners Group
Kansas
$256M +$1.77M +0.7% 1.94% 77.2% 517 75.44% 2.9
KCP
3093
KDI Capital Partners
North Carolina
$256M -$11.1M -4% 2.53% 77.1% 35 14.29% 2.8
Huber Financial Advisors
3094
Huber Financial Advisors
Illinois
$256M +$25.8M +11% 1.71% – 126 7.94% 1.3
Paradigm Financial Advisors
3095
Paradigm Financial Advisors
Missouri
$256M -$15.5M -6% 1.13% 114% 140 17.14% 3.3
Global Strategic Investment Solutions
3096
Global Strategic Investment Solutions
Arizona
$256M +$58.3M +29% 0.54% 56.8% 82 34.15% 0.5
Cliffwater
3097
Cliffwater
California
$256M -$32.1M -11% 0.12% 29.4% 21 4.76% 1.5
GFI Investment Counsel
3098
GFI Investment Counsel
Ontario, Canada
$256M +$18.9M +8% 4.81% 41.8% 13 15.38% 1.9
Strategic Point Investment Advisors
3099
Strategic Point Investment Advisors
Rhode Island
$256M +$19.9M +8% 1.06% 51.9% 22 22.73% 2.8
BCA
3100
Bray Capital Advisors
Florida
$256M -$4.32M -2% 0.66% 36.6% 374 9.63% 1.9