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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)
Tiptree Advisors
3301
Tiptree Advisors
New York
$203M -$3.7M -2% 10.3% – 43 41.86% 0.9
Engle Capital Management
3302
Engle Capital Management
Connecticut
$203M +$8.08M +4% 12.6% 398% 27 33.33% 0.8
Rock Point Advisors
3303
Rock Point Advisors
Vermont
$203M -$11.7M -5% 1.39% 82.8% 78 10.26% 3
Holderness Investments Company
3304
Holderness Investments Company
North Carolina
$202M -$1.15M -0.6% 0.17% 144% 201 6.47% 2
Buckley Wealth Management
3305
Buckley Wealth Management
Nevada
$202M +$2.93M +1% 0.62% 88% 169 9.47% 0.2
Dean Capital Management
3306
Dean Capital Management
Kansas
$202M -$9.6M -5% 1.46% 89.7% 87 41.38% 0.7
Argus Investors Counsel
3307
Argus Investors Counsel
New York
$202M -$14.5M -7% 1.59% 132% 51 0% 4.5
Ashmore Group
3308
Ashmore Group
United Kingdom
$202M -$59.7M -23% 5.72% 103% 31 25.81% 1.1
Asset Dedication LLC
3309
Asset Dedication LLC
California
$202M -$46.7M -19% 0.24% 67.8% 582 23.71% 1.2
HM
3310
Harvest Management
New York
$201M +$50.1M +33% 16.6% 610% 140 72.14% 0.4
Boyd Watterson Asset Management
3311
Boyd Watterson Asset Management
Ohio
$201M -$5.76M -3% 1.38% 101% 167 22.16% 3.2
American National Registered Investment Advisor
3312
American National Registered Investment Advisor
Texas
$201M -$8.3M -4% 0.78% 95.8% 246 4.07% 3.6
Perkins Coie Trust Company
3313
Perkins Coie Trust Company
Washington
$201M +$1.15M +0.6% 1.03% 83.2% 312 5.13% 3
CreativeOne Wealth
3314
CreativeOne Wealth
Kansas
$201M – – 1.02% 67.6% 54 – 0
Twin Focus Capital Partners
3315
Twin Focus Capital Partners
Massachusetts
$201M +$4M +2% 0.16% 92.5% 111 19.82% 2.3
Deer VIII & Co
3316
Deer VIII & Co
New York
$201M +$29.8M +17% 17.4% – 1 0% 0.3
Stewardship Financial Advisors
3317
Stewardship Financial Advisors
Georgia
$201M +$6.08M +3% 1.05% 39.1% 49 8.16% 1.7
Bard Associates
3318
Bard Associates
Illinois
$201M -$7.89M -4% 0.96% 241% 182 6.04% 3.2
Meridian Wealth Management
3319
Meridian Wealth Management
Kentucky
$200M +$38.2M +24% 3.7% 117% 206 33.5% 0.8
GA
3320
Greytown Advisors
Florida
$200M +$5.36M +3% 2.05% 14.1% 74 9.46% 1.1
Bain Capital Venture Investors
3321
Bain Capital Venture Investors
Massachusetts
$200M -$29.7M -13% 19.7% 34.2% 3 0% 1
SM
3322
Sciencast Management
New Jersey
$200M +$13.1M +7% 3.39% 72.5% 497 77.26% 0.1
Formidable Asset Management
3323
Formidable Asset Management
Ohio
$200M -$17.7M -8% 1.95% 52.2% 145 42.76% 2.1
LCP
3324
Legacy Capital Partners
Wisconsin
$199M -$2.78M -1% 1.44% 85.6% 122 9.02% 3
Alpha Omega Wealth Management
3325
Alpha Omega Wealth Management
Virginia
$199M -$4.77M -2% 2.09% 65.9% 529 13.99% 1.4