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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)
NAMP
3301
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$426M +$44.3M +12% 11.4% 90.2% 151 6.62% 4.6
Brio Consultants
3302
Brio Consultants
California
$425M +$13.5M +3% 5.66% 42.7% 80 18.75% 2.2
Sector Gamma AS
3303
Sector Gamma AS
Norway
$425M -$75.9M -15% 4.47% 35.3% 34 17.65% 2.2
Iowa State Bank
3304
Iowa State Bank
Iowa
$425M +$67.2M +19% 9.98% 85.7% 125 7.2% 4.5
Origin Asset Management
3305
Origin Asset Management
United Kingdom
$425M +$6.85M +2% 2.82% 59.3% 56 42.86% 0.8
JMAC Enterprises
3306
JMAC Enterprises
Pennsylvania
$425M – – 7.26% 68.5% 171 – 0
Nightview Capital
3307
Nightview Capital
Texas
$424M +$79.4M +23% 21% 170% 10 20% 2.3
Independent Solutions Wealth Management
3308
Independent Solutions Wealth Management
New York
$424M +$20.5M +5% 8.57% 125% 238 15.97% 1.3
ACK Asset Management
3309
ACK Asset Management
Connecticut
$424M +$82.3M +24% 12.2% 132% 30 23.33% 1
LA
3310
Lynch & Associates
Indiana
$424M +$37.5M +10% 10.2% 73.5% 108 4.63% 6.1
QVR
3311
QVR
California
$423M -$1.11B -72% 10.7% – 312 95.83% 0.6
Bank Pictet & Cie (Asia)
3312
Bank Pictet & Cie (Asia)
Singapore
$423M +$62.8M +17% 9.56% 30.4% 98 7.14% 2.9
AH Equity Partners III (Parallel)
3313
AH Equity Partners III (Parallel)
California
$423M +$135M +47% 7.29% 33.1% 3 33.33% 0.3
OCM
3314
Ogborne Capital Management
California
$423M +$175M +71% 2.09% 251% 12 41.67% 0.9
Baron Silver Stevens Financial Advisors
3315
Baron Silver Stevens Financial Advisors
Florida
$423M +$47.7M +13% 7.9% 52.1% 78 5.13% 0.8
AXS Investments
3316
AXS Investments
New York
$423M +$156M +58% 5.57% 107% 242 88.43% 0.1
Indus Capital Partners
3317
Indus Capital Partners
New York
$423M -$157M -27% 15% 117% 41 34.15% 1.5
Martel Wealth Advisors
3318
Martel Wealth Advisors
Washington
$422M +$24.8M +6% 4.38% 43.4% 48 8.33% 2.6
Wooster Corthell Wealth Management
3319
Wooster Corthell Wealth Management
Connecticut
$422M +$23M +6% 4.75% 39.1% 46 8.7% 3.9
Model Capital Management
3320
Model Capital Management
Massachusetts
$422M -$1.69M -0.4% 0.56% – 3 33.33% 0.5
Surevest
3321
Surevest
California
$422M +$26.2M +7% 6.86% 24.6% 555 80.18% 0.4
Sugarloaf Wealth Management
3322
Sugarloaf Wealth Management
Georgia
$422M +$41.5M +11% 6.9% 10.2% 811 8.38% 1.6
Renaissance Investment Group
3323
Renaissance Investment Group
Massachusetts
$422M +$29.5M +8% 14% 110% 86 10.47% 5.2
Y-Intercept (HK)
3324
Y-Intercept (HK)
Hong Kong
$421M -$129M -23% 7.48% 41.6% 968 80.37% 0.1
Occidental Asset Management
3325
Occidental Asset Management
California
$421M +$35.4M +9% 7.88% 97.4% 223 14.35% 2.8