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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)
Elm Ridge Management
3176
Elm Ridge Management
New York
$223M -$14.3M -6% 9.04% 93.6% 31 12.9% 2.3
KAS
3177
Kemnay Advisory Services
New York
$223M -$9.01M -4% 7% 167% 138 46.38% 1.4
Blue Bell Private Wealth Management
3178
Blue Bell Private Wealth Management
Pennsylvania
$223M +$13.4M +6% 3.41% 62.5% 252 11.51% 3.1
BDO Wealth Advisors
3179
BDO Wealth Advisors
Florida
$223M +$21M +10% 4.29% 38.3% 507 20.12% 0.4
Stockman Wealth Management
3180
Stockman Wealth Management
Montana
$223M +$13.6M +6% 5.02% 73.5% 161 16.77% 1.4
Diameter Capital Partners
3181
Diameter Capital Partners
New York
$223M – – 8.94% 378% 15 – 0
ThornTree Capital Partners
3182
ThornTree Capital Partners
Massachusetts
$222M -$7.4M -3% 2.96% 217% 19 31.58% 0.6
Edmonds Duncan Registered Investment Advisors
3183
Edmonds Duncan Registered Investment Advisors
Kansas
$222M +$6.9M +3% 3.14% 12.8% 111 4.5% 1.5
Iowa State Bank
3184
Iowa State Bank
Iowa
$222M +$9.7M +5% 6.32% 85.7% 99 8.08% 2.9
Northwestern University
3185
Northwestern University
Illinois
$222M +$78M +54% 7.67% 28.2% 3 33.33% 1.3
TRV GP
3186
TRV GP
Massachusetts
$221M – – 0.13% 3,178% 5 – 0
Western Asset Management Company
3187
Western Asset Management Company
California
$221M +$1.92M +0.9% 0.56% 2.29% 25 24% 1.2
Goodman Financial
3188
Goodman Financial
Texas
$221M +$16.6M +8% 7.41% 52.5% 159 67.3% 0.6
Biltmore Family Office
3189
Biltmore Family Office
North Carolina
$221M – – 4.55% 78.1% 150 – 0
GIM
3190
Greystone Investment Management
Ohio
$221M +$13M +6% 7.48% 32.8% 53 11.32% 2.7
SYM Financial Corp
3191
SYM Financial Corp
Indiana
$221M – – 3.5% 56% 76 – 0
Paradigm Financial Advisors
3192
Paradigm Financial Advisors
Missouri
$220M +$13.5M +7% 6.76% 114% 113 6.19% 2.7
General Pension Society PZU Joint Stock
3193
General Pension Society PZU Joint Stock
Poland
$220M +$11.7M +6% 15.5% 116% 14 0% 3.7
TSP Capital Management Group
3194
TSP Capital Management Group
New Jersey
$220M +$10.2M +5% 7.13% 186% 60 1.67% 2.6
U.S. Global Investors (USGI)
3195
U.S. Global Investors (USGI)
Texas
$219M -$117M -35% 6.62% 151% 193 61.66% 0.7
SH
3196
Sandia Holdings
Connecticut
$219M -$13.6M -6% 6.22% – 28 14.29% 0.7
Matisse Capital
3197
Matisse Capital
Oregon
$219M +$9.32M +4% 2.1% 66.9% 134 10.45% 1
PVG Asset Management
3198
PVG Asset Management
Colorado
$219M -$9.04M -4% 1.54% – 101 48.51% 1
GCMG
3199
Gyroscope Capital Management Group
Florida
$219M +$20.6M +10% 8.42% 24.8% 119 23.53% 1
Armbruster Capital Management
3200
Armbruster Capital Management
New York
$219M +$23.7M +12% 5.46% 66.7% 287 17.42% 1.5