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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)
Bank Pictet & Cie (Asia)
3301
Bank Pictet & Cie (Asia)
Singapore
$217M -$1.29M -0.6% 7.72% 30.4% 98 8.16% 1.3
LCP
3302
Legacy Capital Partners
Wisconsin
$217M +$12.8M +6% 8.86% 85.6% 139 10.07% 3
Bard Associates
3303
Bard Associates
Illinois
$217M +$1.34M +0.6% 5.05% 241% 184 12.5% 3.5
CCM
3304
CWH Capital Management
Washington
$217M -$4.56M -2% 4.04% 29.9% 49 8.16% 2.7
Cider Mill Investments
3305
Cider Mill Investments
Connecticut
$216M -$6.42M -3% 6.62% – 34 41.18% 0.7
V Wealth Advisors
3306
V Wealth Advisors
Kansas
$216M +$37.6M +21% 7% 36.9% 247 26.72% 1.3
Shelter Insurance Retirement Plan
3307
Shelter Insurance Retirement Plan
Missouri
$216M +$7.95M +4% 6.7% 60.5% 45 0% 4.2
Venor Capital Management
3308
Venor Capital Management
New York
$216M +$48.6M +29% 8.73% – 8 37.5% 0.8
180 Wealth Advisors
3309
180 Wealth Advisors
Washington
$216M +$14.5M +7% 7.06% 136% 270 16.3% 0.6
Certified Advisory Corp
3310
Certified Advisory Corp
Florida
$216M +$36.4M +20% 6.29% 58.2% 844 13.15% 0.6
Summit Asset Management
3311
Summit Asset Management
Tennessee
$216M +$6.45M +3% 5.41% 48.9% 119 6.72% 3.5
Next Financial Group
3312
Next Financial Group
Texas
$216M -$44.8M -17% 6.16% 85.4% 1,566 82.12% 0.6
Sensible Financial Planning & Management
3313
Sensible Financial Planning & Management
Massachusetts
$216M +$4.63M +2% 0.84% 24.5% 30 3.33% 3
Amarillo National Bank
3314
Amarillo National Bank
Texas
$215M +$23.3M +12% 5.89% 63.5% 93 9.68% 3.1
Perkins Coie Trust Company
3315
Perkins Coie Trust Company
Washington
$215M +$13.1M +6% 7.81% 83.2% 307 0.98% 3.5
Cowen Prime Advisors
3316
Cowen Prime Advisors
New York
$215M +$12.1M +6% 8.35% 116% 231 19.48% 3.1
Oxford Financial Group
3317
Oxford Financial Group
Indiana
$215M +$20.3M +10% 5.73% 77.2% 37 10.81% 1.4
Crabel Capital Management
3318
Crabel Capital Management
California
$215M +$33M +18% 8.35% 13.9% 110 43.64% 0.4
Consolidated Investment Group
3319
Consolidated Investment Group
Colorado
$214M +$7.98M +4% 4.07% 140% 50 12% 3.3
HighVista Strategies
3320
HighVista Strategies
Massachusetts
$214M -$7.05M -3% 5.06% 622% 185 50.81% 0.7
Cloverdale Capital Management
3321
Cloverdale Capital Management
Texas
$214M +$6.7M +3% 10.2% 20.8% 27 51.85% 0.3
Walleye Capital
3322
Walleye Capital
New York
$214M – – 6.24% 129% 311 – 0
Arias Resource Capital
3323
Arias Resource Capital
Cayman Islands
$214M -$10M -4% 6.5% 81.3% 2 0% 0.8
Mathes Company
3324
Mathes Company
New York
$214M +$4.55M +2% 8.89% 121% 140 10.71% 3.2
Caerus Investors
3325
Caerus Investors
New York
$214M +$44.7M +26% 1.07% – 46 63.04% 0.3