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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)
Cypress Capital
3351
Cypress Capital
Tennessee
$218M -$3.77M -2% 1.16% 43.6% 68 10.29% 0.7
Crewe Advisors
3352
Crewe Advisors
Utah
$218M -$90.1M -29% 16.4% 96.1% 329 37.39% 1.3
Albar Capital
3353
Albar Capital
United Kingdom
$218M -$12.7M -6% 3.33% 163% 46 82.61% 0.1
Interactive Financial Advisors
3354
Interactive Financial Advisors
Illinois
$217M -$563K -0.3% 2.24% 47.6% 143 17.48% 3.6
Blue Bell Private Wealth Management
3355
Blue Bell Private Wealth Management
Pennsylvania
$217M +$727K +0.3% 0.99% 62.5% 209 9.57% 4.4
Arabesque Asset Management
3356
Arabesque Asset Management
United Kingdom
$217M -$1.24M -0.6% 7% 122% 147 50.34% 0.4
BCM
3357
Birmingham Capital Management
Alabama
$217M -$4.25M -2% 1.22% 103% 102 4.9% 4.9
SCM
3358
Symons Capital Management
Pennsylvania
$217M -$23.6M -10% 3.61% 25.4% 81 20.99% 1.4
Pasadena Private Wealth
3359
Pasadena Private Wealth
California
$217M +$5.35M +3% 0.98% 53% 62 20.97% 0.4
PWP
3360
Personal Wealth Partners
Minnesota
$217M +$7.35M +4% 1.16% 37.2% 750 61.2% 0.1
IBT
3361
International Biotechnology Trust
United Kingdom
$216M -$53.3M -20% 9.61% 11.1% 66 15.15% 1.4
Willow Creek Wealth Management
3362
Willow Creek Wealth Management
California
$216M +$7.01M +3% 1.45% 36.5% 86 5.81% 1.7
Stonebridge Capital Management
3363
Stonebridge Capital Management
California
$216M -$38M -15% 1.09% – 146 22.6% 4.3
Antara Capital
3364
Antara Capital
New York
$216M -$243M -53% 0.86% 39.8% 62 72.58% 0.3
Mizuho Trust & Banking
3365
Mizuho Trust & Banking
Japan
$216M +$116M +115% 1.21% 36.1% 20 75% 0.1
AMI Investment Management
3366
AMI Investment Management
Indiana
$215M +$19.1M +10% 0.96% 47.9% 72 8.33% 3.2
Holderness Investments Company
3367
Holderness Investments Company
North Carolina
$215M -$5.59M -3% 2.64% 144% 192 9.9% 3.2
Longfellow Investment Management
3368
Longfellow Investment Management
Massachusetts
$215M +$97.2M +83% 1.81% 45.9% 139 36.69% 0.6
Summit Asset Management
3369
Summit Asset Management
Tennessee
$215M +$3.77M +2% 1.02% 48.9% 119 10.92% 3.9
D.B. Root & Company
3370
D.B. Root & Company
Pennsylvania
$215M -$11M -5% 1.54% 57.3% 203 9.36% 1.3
Charles Schwab Trust
3371
Charles Schwab Trust
Nevada
$215M – – 1.66% 52.7% 146 – 0
LCM
3372
Lionstone Capital Management
New York
$215M -$10.6M -5% 5.1% 74.1% 19 5.26% 2.5
Ally Invest Advisors
3373
Ally Invest Advisors
North Carolina
$214M +$30.5M +17% 0.35% 41.1% 13 23.08% 0.6
GVO Asset Management
3374
GVO Asset Management
Switzerland
$214M +$91.2M +74% 4.83% 71.2% 14 57.14% 0.5
Holloway Wealth Management
3375
Holloway Wealth Management
Florida
$214M +$3.74M +2% 2.46% 50.7% 196 0% 1.7