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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)
Smithbridge Asset Management
3201
Smithbridge Asset Management
Pennsylvania
$439M +$35.8M +9% 11.4% – 141 6.38% 4.2
Walkner Condon Financial Advisors
3202
Walkner Condon Financial Advisors
Wisconsin
$439M +$61.9M +16% 8.84% 62.6% 280 19.64% 1.7
Armbruster Capital Management
3203
Armbruster Capital Management
New York
$439M +$43.2M +11% 10.5% 66.7% 104 6.73% 5
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3204
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$439M +$122M +39% 31.1% 1,119% 34 35.29% 1
Capital Advisors Wealth Management
3205
Capital Advisors Wealth Management
Washington
$439M +$55.9M +15% 9.94% 70.5% 156 19.23% 1.6
West Financial Advisors
3206
West Financial Advisors
Iowa
$439M +$40.1M +10% 9.17% 49.1% 213 28.64% 2.1
IAG Wealth Partners
3207
IAG Wealth Partners
Wisconsin
$438M +$79.6M +22% 9.37% 47.3% 475 16.42% 2.7
Susquehanna International Group (Ireland)
3208
Susquehanna International Group (Ireland)
Ireland
$438M +$13.6M +3% 10.6% 5.26% 94 71.28% 0.3
Mint Tower Capital Management
3209
Mint Tower Capital Management
Netherlands
$438M -$186M -30% 1.39% 40% 303 46.2% 0.8
AlpInvest Partners
3210
AlpInvest Partners
Netherlands
$438M +$57.3M +15% 24.9% 138% 25 32% 1.2
Savoie Capital
3211
Savoie Capital
Illinois
$438M +$56M +15% 11.8% – 92 52.17% 0.2
CPRC
3212
Consolidated Portfolio Review Corp
New York
$438M +$25.4M +6% 10.4% 65.4% 339 20.35% 0.6
JT Stratford LLC
3213
JT Stratford LLC
Georgia
$437M +$49.7M +13% 9.85% 103% 265 23.4% 2.5
Legacy Edge Advisors
3214
Legacy Edge Advisors
New York
$437M – – 10.2% – 158 – 0
Icon Advisers
3215
Icon Advisers
Colorado
$437M +$33.2M +8% 9.17% 114% 175 17.14% 2.3
Kesler Norman & Wride
3216
Kesler Norman & Wride
Utah
$437M +$38.6M +10% 10.4% 76% 168 11.31% 2.5
Rowlandmiller & Partners
3217
Rowlandmiller & Partners
Georgia
$436M +$31.1M +8% 10.1% 84% 184 8.7% 5.5
Strategic Global Advisors
3218
Strategic Global Advisors
California
$436M -$165M -27% 12% 137% 158 14.56% 1.9
PPP
3219
Private Portfolio Partners
New Jersey
$436M +$49.7M +13% 9.6% 16.9% 273 11.72% 3.1
Nekton Capital
3220
Nekton Capital
United Kingdom
$435M -$196M -31% 7.41% 30.1% 19 47.37% 0.5
Gleason Group
3221
Gleason Group
Kentucky
$435M +$54.6M +14% 11.4% 69.1% 239 9.21% 3.1
CTAF
3222
Call To Action Foundation
Utah
$435M – – 11.2% – 1 – 0
Land & Buildings Investment Management
3223
Land & Buildings Investment Management
Connecticut
$435M -$20.1M -4% 17.5% 53.9% 20 30% 1.5
Chandler Asset Management
3224
Chandler Asset Management
California
$435M +$22.4M +5% 9.63% 35.6% 26 11.54% 3.8
Cederberg Capital
3225
Cederberg Capital
United Kingdom
$435M +$77.5M +22% 31.1% 273% 7 28.57% 1.3