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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)
Parus Finance (UK)
3401
Parus Finance (UK)
United Kingdom
$231M +$141M +157% 26.6% 199% 24 20.83% 2.3
Cedar Mountain Advisors
3402
Cedar Mountain Advisors
Oregon
$231M +$30.9M +15% 19.9% 57.7% 265 7.17% 0.5
Liberty Capital Management
3403
Liberty Capital Management
Michigan
$231M +$39.1M +20% 21.8% – 119 12.61% 4.2
Bayview Asset Management
3404
Bayview Asset Management
Florida
$230M +$11.3M +5% 25.8% 55.4% 14 28.57% 1.2
Elephas Investment Management
3405
Elephas Investment Management
Hong Kong
$230M +$145M +170% 88% 422% 25 76% 0.1
D.B. Root & Company
3406
D.B. Root & Company
Pennsylvania
$230M +$32.2M +16% 17.6% 57.3% 205 16.1% 1.7
Edmonds Duncan Registered Investment Advisors
3407
Edmonds Duncan Registered Investment Advisors
Kansas
$230M +$33.5M +17% 16.6% 12.8% 114 7.02% 3.1
Richard P. Slaughter Associates
3408
Richard P. Slaughter Associates
Texas
$230M +$39.2M +21% 17.8% 55.7% 103 15.53% 0.4
Austin Private Wealth
3409
Austin Private Wealth
Texas
$230M +$64.3M +39% 18% 62.3% 98 32.65% 0.4
Bank of Stockton
3410
Bank of Stockton
California
$230M +$47.3M +26% 19.9% 99.2% 123 22.76% 3.8
D'Orazio & Associates
3411
D'Orazio & Associates
Virginia
$230M +$25.7M +13% 14.2% 61.2% 383 19.06% 3.4
13D Management
3412
13D Management
New York
$230M +$24.1M +12% 34.2% 157% 30 10% 1.4
Chandler Asset Management
3413
Chandler Asset Management
California
$230M +$38.8M +20% 17% 35.6% 17 0% 2.4
Iowa State Bank
3414
Iowa State Bank
Iowa
$230M +$17.1M +8% 18.1% 85.7% 127 18.11% 4.1
Cota Capital Management
3415
Cota Capital Management
California
$229M +$67.4M +42% 69.7% 46% 13 15.38% 0.4
PLFAM
3416
Pineno Levin & Ford Asset Management
Virginia
$229M +$27.1M +13% 15.5% 81.6% 99 13.13% 4.5
George Kaiser Family Foundation
3417
George Kaiser Family Foundation
Oklahoma
$229M +$45.2M +25% 27.7% 106% 31 32.26% 2.2
Progressive Investment Management
3418
Progressive Investment Management
Oregon
$229M +$49.3M +27% 29.6% 139% 36 11.11% 3.9
Moller Wealth Partners
3419
Moller Wealth Partners
$229M +$35.5M +18% 16.5% 44.1% 47 4.26% 4.9
Tolleson Wealth Management
3420
Tolleson Wealth Management
Texas
$229M -$375K -0.2% 17.4% 56.2% 70 18.57% 1
Wellington Shields & Co
3421
Wellington Shields & Co
New York
$228M +$46.8M +26% 28.9% 109% 187 19.25% 1.3
First Reserve GP XI
3422
First Reserve GP XI
Connecticut
$228M +$154M +210% 210% 26.4% 1 0% 6.5
Horst & Graben Wealth Management
3423
Horst & Graben Wealth Management
Oregon
$228M +$37.7M +20% 12.7% 55.1% 106 24.53% 0.2
Stewardship Financial Advisors
3424
Stewardship Financial Advisors
Georgia
$228M +$31.3M +16% 16.7% 39.1% 82 29.27% 2.4
HMS Capital Management
3425
HMS Capital Management
Tennessee
$227M +$125M +121% 26% 140% 161 54.66% 1