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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)
Montecito Bank & Trust
3251
Montecito Bank & Trust
California
$607M -$19.9M -3% 0.45% – 276 7.61% 6.5
Everest Financial Group
3252
Everest Financial Group
Minnesota
$607M +$160M +36% 3.69% – 202 57.43% 0.1
Altiora Financial Group
3253
Altiora Financial Group
Ohio
$607M +$26.9M +5% 0.05% 41.1% 112 15.18% 2
SMI Advisory Services
3254
SMI Advisory Services
Indiana
$607M +$26.6M +5% 2.5% 80.7% 66 19.7% 1.3
Pier Capital
3255
Pier Capital
Connecticut
$606M -$20.2M -3% 7.23% 223% 144 28.47% 1.8
Topline Capital Management
3256
Topline Capital Management
California
$605M -$500M -45% 17.9% – 56 35.71% 0.7
Jackson Hole Capital Partners
3257
Jackson Hole Capital Partners
Oklahoma
$605M +$21.1M +4% 5.84% 71.4% 319 4.7% 4.4
Steginsky Capital
3258
Steginsky Capital
New York
$605M +$11.6M +2% 0.15% 99.4% 8 0% 8.1
Fortis Group Advisors
3259
Fortis Group Advisors
New Jersey
$605M +$8.53M +1% 1.36% 102% 632 16.61% 2.2
Elgethun Capital Management
3260
Elgethun Capital Management
South Dakota
$605M +$25.7M +4% 0.32% 61.5% 169 4.73% 4.8
San Luis Wealth Advisors
3261
San Luis Wealth Advisors
California
$604M +$7.25M +1% 0.21% 65% 190 12.11% 1.6
Partners in Financial Planning
3262
Partners in Financial Planning
Virginia
$603M +$12.3M +2% 0.33% 42% 123 7.32% 3.4
Intrinsic Edge Capital Management
3263
Intrinsic Edge Capital Management
Illinois
$603M +$41.7M +7% 6.79% 283% 141 59.57% 0.6
Elk River Wealth Management
3264
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 1.08% 81.8% 107 11.21% 3.9
SA
3265
Strategic Advisors
New York
$602M -$36.3M -6% 3.51% 106% 186 4.84% 5.2
MTC
3266
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 0.03% 51.4% 257 47.08% 1.6
Capricorn Investment Group
3267
Capricorn Investment Group
California
$602M -$224M -27% 10.8% 95.9% 7 0% 2.9
North Peak Capital Management
3268
North Peak Capital Management
New York
$601M -$575M -49% 18.8% 301% 10 30% 2
Onex Canada Asset Management
3269
Onex Canada Asset Management
Ontario, Canada
$601M -$119M -17% 7.21% 87.8% 82 17.07% 4.7
Clear Trail Advisors
3270
Clear Trail Advisors
Texas
$601M +$170M +39% 5.66% – 151 17.88% 0.2
CNBTD
3271
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 3.38% 124% 390 8.21% 3.8
Clifford Capital Partners
3272
Clifford Capital Partners
Utah
$600M +$11.9M +2% 1.9% 77.3% 48 25% 2.5
Beverly Hills Private Wealth
3273
Beverly Hills Private Wealth
California
$600M +$15.8M +3% 1.49% 91.6% 369 15.45% 2.2
Matthew Goff Investment Advisor
3274
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 2.98% 89.6% 121 39.67% 3.7
WAM
3275
Warberg Asset Management
Illinois
$600M -$232M -28% 10.1% 61.5% 240 47.92% 0.7