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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)
Decheng Capital
3276
Decheng Capital
California
$573M +$177M +45% 59.3% – 25 8% 1.3
Cache Advisors
3277
Cache Advisors
California
$573M +$203M +55% 14.5% – 112 20.54% 0.5
Peak Asset Management
3278
Peak Asset Management
Colorado
$573M +$27.1M +5% 6.21% 70.1% 156 7.69% 6
LJI Wealth Management
3279
LJI Wealth Management
Indiana
$573M -$1.52M -0.3% 7.75% 68.8% 208 21.63% 1.8
RI
3280
RPTC Inc
Wyoming
$573M +$3.77M +0.7% 5.66% 66.4% 7 0% 5.8
Banc Funds Company
3281
Banc Funds Company
Illinois
$572M -$89.6M -14% 4.5% 69% 119 10.08% 6.5
Cornerstone Advisors Asset Management
3282
Cornerstone Advisors Asset Management
Pennsylvania
$572M +$52.6M +10% 5.07% 41.2% 130 14.62% 2.2
Lebenthal Global Advisors
3283
Lebenthal Global Advisors
New York
$572M +$36M +7% 6.01% 57.2% 212 18.4% 1.9
Rather & Kittrell
3284
Rather & Kittrell
Tennessee
$571M +$66.2M +13% 5.53% 41.1% 102 15.69% 2.3
Martel Wealth Advisors
3285
Martel Wealth Advisors
Washington
$571M +$31.4M +6% 4.97% 43.4% 73 8.22% 3.5
Oxbow Capital Management (HK)
3286
Oxbow Capital Management (HK)
Hong Kong
$571M +$176M +45% 47.8% 2,244% 14 42.86% 0.4
Dividend Assets Capital
3287
Dividend Assets Capital
South Carolina
$570M +$19.7M +4% 3.64% 67.4% 144 3.47% 7.3
TWP
3288
Tyche Wealth Partners
Texas
$570M +$72.1M +14% 8.49% – 332 13.55% 1.3
Personal CFO Solutions
3289
Personal CFO Solutions
New Jersey
$570M +$29.4M +5% 8.72% 91.4% 532 16.54% 2.5
Advisors Management Group
3290
Advisors Management Group
Wisconsin
$570M +$38.6M +7% 8.08% 125% 157 5.73% 4.8
Nitorum Capital
3291
Nitorum Capital
New York
$569M -$105M -16% 7.08% 87.1% 28 3.57% 4.3
Amarillo National Bank
3292
Amarillo National Bank
Texas
$569M +$30.8M +6% 7.2% 63.5% 81 6.17% 7
Machina Capital
3293
Machina Capital
France
$568M +$87.7M +18% 1.55% 34.8% 442 60.18% 0.4
PCP
3294
Perbak Capital Partners
United Kingdom
$568M +$126M +28% 5.18% – 394 57.11% 0.2
Ritter Daniher Financial Advisory
3295
Ritter Daniher Financial Advisory
Ohio
$568M +$161M +39% 6.4% 56.7% 476 32.77% 2.1
Mountain Capital Investment Advisors
3296
Mountain Capital Investment Advisors
Colorado
$568M +$47.5M +9% 8.16% 63.3% 89 23.6% 1.6
USA Financial Formulas
3297
USA Financial Formulas
Michigan
$568M -$18.4M -3% 8.7% 104% 343 55.1% 0.9
Black Swift Group
3298
Black Swift Group
Colorado
$567M +$72M +15% 10.5% 139% 137 43.8% 1.2
Scarborough Advisors
3299
Scarborough Advisors
Maryland
$567M +$62.7M +12% 7.47% 63.3% 494 10.53% 0.5
Beverly Hills Private Wealth
3300
Beverly Hills Private Wealth
California
$567M +$33.3M +6% 8.12% 80% 369 14.91% 2