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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)
Bedell Frazier Investment Counselling
3376
Bedell Frazier Investment Counselling
California
$250M -$6.87M -3% 8.41% 72.5% 56 3.57% 2.2
ShawSpring Partners
3377
ShawSpring Partners
Massachusetts
$250M +$96.4M +63% 28.3% 3.53% 5 0% 0.9
MM
3378
Meridian Management
Arkansas
$249M +$25.6M +11% 7.88% 57.8% 76 9.21% 3.5
Income Research & Management
3379
Income Research & Management
Massachusetts
$249M +$43.2M +21% 0.12% 1.19% 22 31.82% 2.4
QCI
3380
Quaker Capital Investments
Pennsylvania
$249M +$21.3M +9% 9.21% 107% 28 14.29% 3.1
Invenomic Capital Management
3381
Invenomic Capital Management
Massachusetts
$249M – – 6.87% 6.61% 125 – 0
FA
3382
FMA Advisory
Pennsylvania
$249M +$18.6M +8% 8.05% 46.7% 156 7.69% 2.1
Mitsubishi UFJ Asset Management (UK)
3383
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$249M +$34.9M +16% 4.54% 151% 96 44.79% 1
Biltmore Family Office
3384
Biltmore Family Office
North Carolina
$249M +$17.2M +7% 6.59% 78.1% 220 25.91% 1.2
Vectors Research Management
3385
Vectors Research Management
New York
$249M +$45M +22% 5.96% 67.3% 583 21.44% 0.8
Mosaic Family Wealth
3386
Mosaic Family Wealth
Missouri
$248M +$5.92M +2% 7.18% 85.2% 174 13.22% 3.4
22CM
3387
20/20 Capital Management
California
$248M – – 5.61% – 142 – 0
Blue Bell Private Wealth Management
3388
Blue Bell Private Wealth Management
Pennsylvania
$248M +$30.7M +14% 6.51% 62.5% 211 17.06% 4.5
Mirador Capital Partners
3389
Mirador Capital Partners
California
$248M +$24.1M +11% 7.15% 120% 193 22.28% 1.8
LCP
3390
Legacy Capital Partners
Wisconsin
$248M +$19.7M +9% 9.12% 85.6% 161 10.56% 3.5
Hellman & Friedman
3391
Hellman & Friedman
California
$248M – – 35.7% – 1 – 0
Nightview Capital
3392
Nightview Capital
Texas
$248M +$56.4M +29% 45.1% 170% 9 11.11% 1.3
Cedar Mountain Advisors
3393
Cedar Mountain Advisors
Oregon
$248M – – 6.81% 57.7% 255 – 0
Riggs Asset Management
3394
Riggs Asset Management
Pennsylvania
$248M +$52.9M +27% 9.9% 207% 310 21.29% 2.8
Anfield Capital Management
3395
Anfield Capital Management
California
$248M – – 3.9% 65.3% 415 – 0
RHFI
3396
Reilly Herbert Faulkner III
$248M +$9.34M +4% 6.65% 80.6% 50 6% 4.5
Stordahl Capital Management
3397
Stordahl Capital Management
Colorado
$247M -$3.23M -1% 6.3% 54% 46 4.35% 1.7
Princeton Global Asset Management
3398
Princeton Global Asset Management
New Jersey
$247M +$71.9M +41% 8.62% 110% 517 35.4% 0.5
FinTrust Capital Advisors
3399
FinTrust Capital Advisors
South Carolina
$247M -$45.6M -16% 6.54% 23.6% 1,159 14.32% 0.9
TrueWealth LLC
3400
TrueWealth LLC
Georgia
$247M +$15.3M +7% 5.56% – 776 7.35% 1.8