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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)
Oakwood Capital Management
3301
Oakwood Capital Management
California
$388M +$48.3M +14% 8.62% 72.7% 62 9.68% 2.7
SG
3302
Swarthmore Group
Pennsylvania
$387M +$21.4M +6% 8.3% 44.2% 50 32% 1.3
3G Capital Partners
3303
3G Capital Partners
New York
$387M +$118M +44% 19% 351% 19 31.58% 0.9
Abundance Wealth Counselors
3304
Abundance Wealth Counselors
Pennsylvania
$387M -$15.3M -4% 5.92% 107% 384 74.74% 1
WCA
3305
Windsor Creek Advisors
Vermont
$387M +$6.16M +2% 6.05% 48.3% 211 39.34% 0.9
ECM
3306
EagleClaw Capital Management
Massachusetts
$387M +$38.7M +11% 8.19% 104% 140 12.14% 4.4
Schneider Downs Wealth Management Advisors
3307
Schneider Downs Wealth Management Advisors
Pennsylvania
$386M -$23.1M -6% 6.68% 55% 143 9.79% 1.7
Elk River Wealth Management
3308
Elk River Wealth Management
Colorado
$386M +$34.9M +10% 7.54% 81.8% 127 5.51% 0.5
22CM
3309
20/20 Capital Management
California
$386M +$40.7M +12% 6.26% – 171 12.28% 1.1
One Day In July LLC
3310
One Day In July LLC
Vermont
$386M +$46.5M +14% 5.55% 43.1% 70 12.86% 1.3
Cowen Investment Management
3311
Cowen Investment Management
New York
$385M +$127M +49% 2.15% 1.87% 237 36.29% 0.3
Atalaya Capital Management
3312
Atalaya Capital Management
New York
$385M -$94.3M -20% 0.22% 7.46% 441 61.9% 0.2
ACM
3313
Aquilo Capital Management
California
$385M -$169M -30% 3.38% 6.84% 17 11.76% 1.5
Tetrad Corporation
3314
Tetrad Corporation
Nebraska
$385M +$27.1M +8% 7.63% 45.6% 3 0% 8
Gibson Capital
3315
Gibson Capital
Pennsylvania
$385M +$26.7M +7% 8.3% 67.2% 43 11.63% 4.6
SA
3316
Strategic Advisors
New York
$385M +$39.9M +12% 10% 106% 174 12.64% 3.3
SL
3317
SWF LLC
Nebraska
$384M +$30.5M +9% 8.68% 87.4% 3 0% 2.5
Surevest
3318
Surevest
California
$384M +$53M +16% 7.27% 24.6% 100 9% 1.6
YorkBridge Wealth Partners
3319
YorkBridge Wealth Partners
New York
$383M +$44.6M +13% 9.25% 36.5% 252 7.14% 2.5
Marino Stram & Associates
3320
Marino Stram & Associates
Massachusetts
$383M +$127M +50% 9.25% 72.2% 302 74.83% 0.7
BCM
3321
Bayesian Capital Management
New York
$383M -$51.9M -12% 5.6% 107% 731 76.88% 0.2
Chandler Asset Management
3322
Chandler Asset Management
California
$383M +$30.7M +9% 5.17% 35.6% 20 15% 3
SPC
3323
Stony Point Capital
New York
$383M +$71M +23% 12.7% 208% 42 45.24% 0.6
MTC
3324
Matrix Trust Company
Colorado
$382M +$16.2M +4% 6.09% 51.4% 21 9.52% 1.8
NG
3325
Northstar Group
New York
$382M +$27.5M +8% 6.7% 63.9% 154 6.49% 4