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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)
CRB
3176
Chad R. Baker
$444M +$48.3M +12% 12.4% 123% 57 14.04% 5.4
Deltec Asset Management
3177
Deltec Asset Management
New York
$444M +$5.35M +1% 13% 127% 178 30.9% 3.3
Crane Advisory
3178
Crane Advisory
California
$444M +$45.6M +11% 6.41% 38.2% 38 26.32% 0.8
PS
3179
Presima Securities
Quebec, Canada
$444M +$58.3M +15% 15.4% 10.3% 54 12.96% 3.8
American Money Management
3180
American Money Management
California
$444M +$52.3M +13% 10.8% 65% 137 7.3% 4.3
Crestone Asset Management
3181
Crestone Asset Management
Colorado
$443M +$25M +6% 11.7% 6.65% 128 24.22% 2.6
Security National Bank
3182
Security National Bank
Nebraska
$443M +$86.4M +24% 10.8% 125% 315 68.25% 1.2
Realta Investment Advisors
3183
Realta Investment Advisors
Delaware
$443M +$7.52M +2% 12.4% 151% 829 52.71% 2.8
Divisadero Street Capital Management
3184
Divisadero Street Capital Management
Florida
$443M +$125M +39% 22.9% 718% 81 66.67% 0.3
CFM Wealth Partners
3185
CFM Wealth Partners
Texas
$442M +$60.4M +16% 12.3% 152% 164 16.46% 2.8
SJS Investment Consulting
3186
SJS Investment Consulting
Ohio
$442M +$43.6M +11% 9.84% 69.4% 1,679 6.55% 1.6
Bellecapital
3187
Bellecapital
Switzerland
$442M +$42.9M +11% 13.9% 152% 172 18.02% 3.2
ML&R Wealth Management
3188
ML&R Wealth Management
Texas
$442M +$58.7M +15% 10.9% – 76 14.47% 1.4
Bright Rock Capital Management
3189
Bright Rock Capital Management
Massachusetts
$442M +$32.1M +8% 9.51% 53.1% 72 5.56% 5.4
Makena Capital Management
3190
Makena Capital Management
California
$442M -$25.6M -5% 15.3% 78.7% 56 55.36% 1
Hartford Financial Management
3191
Hartford Financial Management
Connecticut
$441M +$49.8M +13% 9.51% 87.9% 399 4.26% 5.5
Prestige Wealth Management Group
3192
Prestige Wealth Management Group
New Jersey
$441M +$35.2M +9% 9.99% 55.8% 1,088 9.28% 3.4
Summit Financial Wealth Advisors
3193
Summit Financial Wealth Advisors
Louisiana
$441M +$33.6M +8% 9.16% 71.4% 131 9.92% 4.5
CFMC
3194
Curbstone Financial Management Corp
New Hampshire
$441M +$36.3M +9% 9.86% 69.6% 192 7.29% 6.4
Martel Wealth Advisors
3195
Martel Wealth Advisors
Washington
$440M +$38.4M +10% 8.49% 43.4% 55 10.91% 3.5
Hussman Strategic Advisors
3196
Hussman Strategic Advisors
Maryland
$440M -$83.9M -16% 10.6% 43.1% 314 35.03% 2.8
Bulltick Wealth Management
3197
Bulltick Wealth Management
Florida
$440M +$23.8M +6% 11.3% 58.2% 126 22.22% 1.8
Ardmore Road Asset Management
3198
Ardmore Road Asset Management
New York
$440M +$144M +49% 18.3% 245% 44 59.09% 0.4
Sunflower Bank
3199
Sunflower Bank
Texas
$440M +$24.8M +6% 5.24% 42.7% 120 12.5% 2.7
Sio Capital Management
3200
Sio Capital Management
New York
$439M +$116M +36% 54.8% 564% 61 44.26% 1