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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)
JCIC Asset Management
3276
JCIC Asset Management
Ontario, Canada
$228M -$13.7M -6% 0.01% – 140 9.29% 2.1
Pictet Bank & Trust
3277
Pictet Bank & Trust
Bahamas
$228M +$151K +0.1% 0.84% 82.7% 62 6.45% 3.4
Intellectus Partners
3278
Intellectus Partners
California
$228M -$3.58M -2% 1.26% 157% 201 9.95% 1.6
Bank OZK
3279
Bank OZK
Arkansas
$227M -$3.02M -1% 0.39% 112% 132 6.06% 4.2
Capital City Trust
3280
Capital City Trust
Florida
$227M -$15.8M -7% 2.77% 98.5% 101 7.92% 4.7
Liberty Capital Management
3281
Liberty Capital Management
Michigan
$227M +$4.05M +2% 2.83% – 121 1.65% 3.9
Goldstein Munger & Associates
3282
Goldstein Munger & Associates
California
$227M -$2.23M -1% 0.7% 11.9% 33 0% 4.5
Cedar Brook Financial Partners
3283
Cedar Brook Financial Partners
Ohio
$227M +$9.9M +5% 1.42% 47% 332 18.07% 0.6
Act Two Investors
3284
Act Two Investors
California
$227M +$34.3M +18% 3.14% 53% 42 21.43% 0.6
Growth Interface Management
3285
Growth Interface Management
Florida
$227M +$55.5M +32% 0.93% 12% 10 0% 0.7
AIP
3286
Ahrens Investment Partners
Louisiana
$226M +$6.13M +3% 1.58% 82.3% 184 21.74% 1.7
Simon Quick Advisors
3287
Simon Quick Advisors
New Jersey
$226M +$29M +15% 0.19% 69.5% 575 53.74% 1.1
Stansberry Asset Management
3288
Stansberry Asset Management
Texas
$226M -$27.8M -11% 3.55% 79.6% 56 19.64% 1
Riverpoint Wealth Management Holdings
3289
Riverpoint Wealth Management Holdings
Illinois
$226M +$6.85M +3% 0.58% 53.6% 68 5.88% 1.9
180 Wealth Advisors
3290
180 Wealth Advisors
Washington
$226M +$3.96M +2% 1.8% 136% 273 16.85% 1.3
Oakwood Capital Management
3291
Oakwood Capital Management
California
$226M -$7.03M -3% 1.55% 72.7% 54 18.52% 3.2
Hudson Way Capital Management
3292
Hudson Way Capital Management
Texas
$226M +$20.3M +10% 5.01% 51.3% 19 36.84% 1
Perkins Coie Trust Company
3293
Perkins Coie Trust Company
Washington
$226M +$5.73M +3% 1.74% 83.2% 323 1.86% 4
Redmond Asset Management
3294
Redmond Asset Management
Virginia
$225M -$7.18M -3% 1.5% 61.5% 166 12.05% 3
Technology Crossover Management IX
3295
Technology Crossover Management IX
California
$225M -$26.2M -10% 21.8% 13% 4 25% 0.8
TCI Wealth Advisors
3296
TCI Wealth Advisors
Arizona
$225M +$3.16M +1% 1.64% 65% 1,730 22.2% 3
Peak Financial Management
3297
Peak Financial Management
Massachusetts
$225M +$2.42M +1% 0.35% 58.2% 56 3.57% 2.2
SignalPoint Asset Management
3298
SignalPoint Asset Management
Missouri
$225M +$15.3M +7% 2.08% 36% 230 13.91% 3
Financial Partners Group (Kansas)
3299
Financial Partners Group (Kansas)
Kansas
$225M +$12.1M +6% 0.65% 76.7% 89 24.72% 1.2
ACON Equity Management
3300
ACON Equity Management
District of Columbia
$225M -$88M -28% 15% 32.1% 1 0% 1.8