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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)
Cumberland Advisors
3176
Cumberland Advisors
Florida
$432M -$45.8M -10% 5.09% 80.7% 66 18.18% 2.9
PAX Financial Group
3177
PAX Financial Group
Texas
$431M -$14.8M -3% 4.08% 56% 228 25.44% 1.3
Avalon Global Asset Management
3178
Avalon Global Asset Management
California
$431M +$145M +51% 6.45% 278% 54 62.96% 2.2
Iowa State Bank
3179
Iowa State Bank
Iowa
$431M +$6.51M +2% 1.72% 85.7% 127 7.09% 4.7
Meridian Wealth Advisors
3180
Meridian Wealth Advisors
Texas
$431M +$19.8M +5% 0.38% 79.9% 221 12.67% 2.1
9258 Wealth Management
3181
9258 Wealth Management
Ohio
$431M -$4.95M -1% 2.71% 49.6% 392 15.05% 2.1
LPC
3182
Lion Point Capital
New York
$431M +$57.9M +16% 5.11% 319% 40 30% 0.9
Rowlandmiller & Partners
3183
Rowlandmiller & Partners
Georgia
$431M -$16.3M -4% 1.39% 84% 192 5.73% 4
Harfst & Associates
3184
Harfst & Associates
Wyoming
$431M +$37.6M +10% 1.13% 88.1% 128 12.5% 3.2
Marquette Asset Management
3185
Marquette Asset Management
Minnesota
$430M -$46.6M -10% 6.91% 69.6% 403 37.22% 1.9
Dorsey Wright & Associates
3186
Dorsey Wright & Associates
California
$430M -$54.4M -11% 4.93% 311% 366 47.54% 0.5
Viridian RIA
3187
Viridian RIA
Washington
$430M -$43.1M -9% 5.69% 63.1% 87 88.51% 2.8
Peak Asset Management
3188
Peak Asset Management
Colorado
$430M -$3.5M -0.8% 0.83% 70.1% 143 5.59% 4.5
ST
3189
SAL Trading
Pennsylvania
$430M +$184M +75% 8.75% 18.9% 61 67.21% 0.1
Marotta Asset Management
3190
Marotta Asset Management
Virginia
$430M -$11.4M -3% 4.19% 51% 125 18.4% 1.6
Hutchinson Capital Management
3191
Hutchinson Capital Management
California
$430M -$19.7M -4% 0.32% 52.6% 75 9.33% 4.5
Cubic Asset Management
3192
Cubic Asset Management
Massachusetts
$429M -$12.1M -3% 1.89% 40.5% 209 8.61% 4.7
FPFS
3193
First Personal Financial Services
North Carolina
$429M -$17.9M -4% 4.09% 31.5% 379 17.41% 4.6
SPC
3194
Stony Point Capital
New York
$428M -$106M -20% 14.9% 208% 45 53.33% 0.5
HHM Wealth Advisors
3195
HHM Wealth Advisors
Tennessee
$428M +$13.4M +3% 4.46% 62.3% 774 16.67% 1.5
Saltoro Capital
3196
Saltoro Capital
Texas
$427M -$109M -20% 3.95% 130% 111 62.16% 0.4
Lincoln Capital
3197
Lincoln Capital
Nebraska
$427M +$22.5M +6% 0.59% 67.1% 115 11.3% 4.1
Dark Forest Capital Management
3198
Dark Forest Capital Management
Puerto Rico
$427M +$156M +57% 1.67% 63% 2,009 63.76% 0.3
Arisaig Partners (Asia)
3199
Arisaig Partners (Asia)
Singapore
$427M -$165M -28% 22.9% – 10 0% 0.3
Baron Silver Stevens Financial Advisors
3200
Baron Silver Stevens Financial Advisors
Florida
$427M +$3.76M +0.9% 5.16% 52.1% 99 25.25% 0.8