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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)
Trivium Point Advisory
3101
Trivium Point Advisory
Connecticut
$477M +$55.6M +13% 7.65% 106% 264 20.45% 1.5
MidWestOne Financial Group
3102
MidWestOne Financial Group
Iowa
$477M +$49.9M +12% 8.57% 62.7% 250 11.2% 1.6
One Day In July LLC
3103
One Day In July LLC
Vermont
$476M +$67.8M +17% 5.27% 48.2% 80 13.75% 1.5
Vanderbilt University
3104
Vanderbilt University
Tennessee
$475M +$50.7M +12% 8.98% 76.4% 50 50% 0.5
Hohimer Wealth Management
3105
Hohimer Wealth Management
Washington
$475M -$2.01M -0.4% 10.5% 111% 222 17.57% 1.4
Mirador Capital Partners
3106
Mirador Capital Partners
California
$475M +$34.1M +8% 7.2% 120% 236 24.15% 2.2
Intercontinental Wealth Advisors
3107
Intercontinental Wealth Advisors
Texas
$474M +$45.6M +11% 8.42% 46.7% 297 8.75% 2.2
Inspirion Wealth Advisors
3108
Inspirion Wealth Advisors
Illinois
$474M +$39.7M +9% 8.62% 52.5% 104 17.31% 3.6
Incline Global Management
3109
Incline Global Management
New York
$474M -$235M -33% 0.23% 40.1% 27 29.63% 1.1
Marietta Investment Partners
3110
Marietta Investment Partners
Wisconsin
$474M +$37.7M +9% 12.8% 160% 189 9.52% 3.5
Vectors Research Management
3111
Vectors Research Management
New York
$474M +$49.5M +12% 6.56% 67.3% 636 25.79% 1.7
St Louis Trust
3112
St Louis Trust
Missouri
$474M +$94.6M +25% 7.95% 77.2% 117 23.08% 2.9
Viridian RIA
3113
Viridian RIA
Washington
$473M +$40.3M +9% 6.68% 63.1% 94 90.43% 0.3
Quent Capital
3114
Quent Capital
New York
$473M – – 7.13% 78.1% 1,085 – 0
Buckhead Capital Management
3115
Buckhead Capital Management
Georgia
$472M +$25.5M +6% 11.2% 76.1% 149 5.37% 3.7
Kesler Norman & Wride
3116
Kesler Norman & Wride
Utah
$472M +$47.9M +11% 11.5% 90% 152 6.58% 0.9
Cartica Management
3117
Cartica Management
District of Columbia
$472M -$52.6M -10% 13.7% 92.9% 15 20% 1
JCP
3118
JB Capital Partners
New York
$472M +$28.5M +6% 20.4% 142% 95 14.74% 0.7
Financial Management Professionals
3119
Financial Management Professionals
Texas
$472M +$38.7M +9% 7.27% 67.3% 1,149 26.11% 1.8
Private Capital Group
3120
Private Capital Group
Connecticut
$472M +$27.4M +6% 7.67% 30.1% 2,312 10.77% 2.8
OM
3121
Opaleye Management
Massachusetts
$471M -$63.9M -12% 0.85% 748% 54 38.89% 1.7
Pier 88 Investment Partners
3122
Pier 88 Investment Partners
California
$471M +$138M +41% 6.34% 40.3% 125 24.8% 1.4
3G Capital Partners
3123
3G Capital Partners
New York
$471M +$10.9M +2% 14% 351% 17 47.06% 1.6
Stephens Group
3124
Stephens Group
Arkansas
$471M – – 18.2% 45% 3 – 0
Ribbit Capital GP II
3125
Ribbit Capital GP II
California
$470M – – 57.8% – 1 – 0