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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)
Cedar Capital
3276
Cedar Capital
Illinois
$227M +$29.4M +15% 15.9% 98% 164 18.29% 1.4
Brickley Wealth Management
3277
Brickley Wealth Management
California
$227M +$22.8M +11% 9.73% 62.6% 41 7.32% 0.9
Harbour Capital Advisors
3278
Harbour Capital Advisors
Virginia
$226M +$25.1M +12% 14.2% 168% 219 15.07% 2
Financial Sense Advisors
3279
Financial Sense Advisors
California
$226M +$68M +43% 7.46% 152% 63 34.92% 1.4
MPEM
3280
Marathon Partners Equity Management
New York
$226M +$12.7M +6% 15.9% – 21 28.57% 2.4
Viridian RIA
3281
Viridian RIA
Washington
$226M +$25.8M +13% 12.5% 63.1% 56 16.07% 0.7
EAM Global Investors
3282
EAM Global Investors
California
$226M +$43.2M +24% 46.5% 2,399% 182 62.64% 0.3
ACM
3283
Aquilo Capital Management
California
$226M +$19.3M +9% 48.8% 6.84% 17 35.29% 0.5
Inspirion Wealth Advisors
3284
Inspirion Wealth Advisors
Illinois
$226M +$25.5M +13% 12% 52.5% 76 5.26% 3
Capital Impact Advisors
3285
Capital Impact Advisors
Massachusetts
$226M -$8.34M -4% 21.5% – 125 3.2% 2.8
Hillman Company
3286
Hillman Company
Pennsylvania
$226M +$859K +0.4% 31.1% 118% 15 33.33% 1.7
Brio Consultants
3287
Brio Consultants
California
$226M +$30.9M +16% 10.8% 42.7% 72 12.5% 0.2
Bulldog Investors
3288
Bulldog Investors
New Jersey
$225M -$41.5M -16% 6.94% 22.5% 185 35.14% 0.8
Supplemental Annuity Collective Trust (SACT) of New Jersey
3289
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$225M +$29.6M +15% 15.4% 147% 217 12.44% 2.5
Vantage Wealth
3290
Vantage Wealth
California
$225M +$31.3M +16% 9.81% 56.1% 30 6.67% 3.5
Point View Wealth Management
3291
Point View Wealth Management
New Jersey
$225M +$26.7M +13% 12.1% 27% 272 6.25% 3.4
Southport Capital Management
3292
Southport Capital Management
Tennessee
$225M +$26.5M +13% 12.5% 80% 182 9.89% 3.4
Hamilton Point Investment Advisors
3293
Hamilton Point Investment Advisors
North Carolina
$225M +$27.7M +14% 14.7% 79.3% 73 2.74% 3.7
Financial Planning & Information Services
3294
Financial Planning & Information Services
Wisconsin
$225M +$22.4M +11% 11.7% 13% 47 6.38% 3.4
Rock Creek Group
3295
Rock Creek Group
District of Columbia
$225M -$6.87M -3% 19.5% 37.2% 109 51.38% 0.5
GFI Investment Counsel
3296
GFI Investment Counsel
Ontario, Canada
$224M +$36M +19% 16.7% 41.8% 14 21.43% 1.5
Kavar Capital Partners Group
3297
Kavar Capital Partners Group
Kansas
$224M +$38.9M +21% 12.7% 77.2% 125 17.6% 2.9
Montgomery Investment Management
3298
Montgomery Investment Management
Maryland
$224M +$27.1M +14% 14.2% 105% 91 2.2% 4.4
Keywise Capital Management
3299
Keywise Capital Management
Cayman Islands
$224M +$96.8M +76% 35.2% 219% 11 45.45% 1
NG
3300
Northstar Group
New York
$224M +$27.3M +14% 8.91% 63.9% 129 7.75% 3.2