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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)
Iridian Asset Management
3326
Iridian Asset Management
Connecticut
$467M +$24M +5% 3.59% 88.4% 55 10.91% 3.4
Gould Asset Management
3327
Gould Asset Management
California
$467M +$33.3M +8% 5.96% 42.8% 170 7.06% 5.5
New Hampshire Trust
3328
New Hampshire Trust
New Hampshire
$467M +$28.4M +6% 7.52% 88.5% 178 3.93% 1.6
MinichMacGregor Wealth Management
3329
MinichMacGregor Wealth Management
New York
$467M +$56.9M +14% 8.58% 130% 122 19.67% 1.9
Crawford Fund Management
3330
Crawford Fund Management
Massachusetts
$466M +$70.1M +18% 9.42% – 221 26.24% 0.5
Burton Enright Welch
3331
Burton Enright Welch
California
$466M +$32.4M +7% 5.91% 62.8% 100 15% 1.8
Adams Wealth Management
3332
Adams Wealth Management
Utah
$466M +$31.6M +7% 4.81% 105% 113 9.73% 2.5
CacheTech Inc
3333
CacheTech Inc
Utah
$466M +$31.6M +7% 4.81% – 113 9.73% 0.2
Pinpoint Asset Management
3334
Pinpoint Asset Management
Hong Kong
$466M -$244M -34% 10.1% 185% 139 59.71% 0.5
Rainey & Randall Wealth Advisors
3335
Rainey & Randall Wealth Advisors
Florida
$466M +$41.7M +10% 6.5% 52.3% 50 10% 3.4
Clark Asset Management
3336
Clark Asset Management
New Hampshire
$466M +$105M +29% 5.46% 51.8% 128 29.69% 0.9
IBOK
3337
Independence Bank of Kentucky
Kentucky
$465M +$87.9M +23% 6.53% 94.3% 609 15.27% 3.5
Hohimer Wealth Management
3338
Hohimer Wealth Management
Washington
$465M +$34M +8% 7.98% 99.7% 264 32.95% 1.9
Once Capital Management
3339
Once Capital Management
New York
$465M +$198M +74% 7.61% 570% 27 40.74% 2.1
Oasis Management Company
3340
Oasis Management Company
Cayman Islands
$465M +$20.2M +5% 26.6% 368% 90 35.56% 0.8
River Global Investors
3341
River Global Investors
United Kingdom
$464M +$101M +28% 6.16% 49.7% 154 11.69% 3.9
CAM
3342
Centre Asset Management
New York
$464M +$28.5M +7% 7.72% 45.3% 72 34.72% 2.7
Global Wealth Management Investment Advisory
3343
Global Wealth Management Investment Advisory
Florida
$463M +$33.6M +8% 5.27% 67.5% 139 8.63% 4.4
MAM
3344
Morse Asset Management
Connecticut
$463M +$50.9M +12% 6.06% 222% 356 63.76% 1.4
Kentucky Farm Bureau Mutual Insurance
3345
Kentucky Farm Bureau Mutual Insurance
Kentucky
$463M +$24.1M +5% 6.05% 83.3% 73 0% 6.2
LECAP Asset Management
3346
LECAP Asset Management
United Kingdom
$463M +$138K +0% 6.14% 35.6% 436 62.84% 0.3
Cyrus Capital Partners
3347
Cyrus Capital Partners
New York
$463M +$95.9M +26% 0.13% 163% 6 33.33% 0.8
Beryl Capital Management
3348
Beryl Capital Management
California
$463M +$130M +39% 22.6% 3,932% 50 90% 0
Vantage Wealth
3349
Vantage Wealth
California
$462M +$28.7M +7% 6.83% 56.1% 34 5.88% 4.5
Aster Capital Management
3350
Aster Capital Management
United Arab Emirates
$462M – – 8.35% – 1,074 – 0