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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)
Great Point Wealth Advisors
3426
Great Point Wealth Advisors
Massachusetts
$532M – – 5.14% – 64 – 3.5
Spinnaker Investment Group
3427
Spinnaker Investment Group
California
$532M +$106M +25% 6.1% 56.9% 159 38.36% 1.4
Kahn Brothers Group
3428
Kahn Brothers Group
New York
$532M +$33.9M +7% 10.1% 53.4% 55 12.73% 4.7
Paragon Capital Management (Colorado)
3429
Paragon Capital Management (Colorado)
Colorado
$532M -$20M -4% 2.89% 109% 222 13.06% 2.8
Perkins Coie Trust Company
3430
Perkins Coie Trust Company
Washington
$532M -$55.6M -9% 8.08% 83.2% 326 26.69% 5.6
Nalanda India Equity Fund
3431
Nalanda India Equity Fund
Mauritius
$531M -$155M -23% 4.82% 13.6% 2 50% 6.8
Liberty Capital Management
3432
Liberty Capital Management
Michigan
$531M +$35.7M +7% 6.59% – 180 5% 5.9
Marotta Asset Management
3433
Marotta Asset Management
Virginia
$531M +$32.5M +7% 5.02% 51% 110 5.45% 4.1
Leonard Rickey Investment Advisors
3434
Leonard Rickey Investment Advisors
Washington
$531M +$30.4M +6% 5.78% 60.4% 119 6.72% 3.5
Hazelview Securities
3435
Hazelview Securities
Ontario, Canada
$531M -$33.2M -6% 2.83% – 40 45% 1.3
Founders Financial Alliance
3436
Founders Financial Alliance
North Carolina
$531M +$91.1M +21% 8.32% 84.9% 725 26.62% 2.5
Stieven Capital Advisors
3437
Stieven Capital Advisors
Missouri
$530M +$18.1M +4% 7.89% 117% 47 27.66% 3.7
Stamos Capital Partners
3438
Stamos Capital Partners
California
$530M -$27.4M -5% 6.68% 36.7% 142 2.82% 2.7
Studio Investment Management
3439
Studio Investment Management
Illinois
$530M +$31.7M +6% 6.32% 51.3% 182 9.34% 2.8
Olstein Capital Management
3440
Olstein Capital Management
New York
$530M -$3.81M -0.7% 3.55% 16.6% 105 5.71% 5.8
SkyOak Wealth
3441
SkyOak Wealth
Michigan
$529M +$31.8M +6% 7.41% 80.7% 266 13.53% 3.3
MAM
3442
Milestone Asset Management
Pennsylvania
$529M +$55.3M +12% 5.64% 64.4% 257 34.24% 1.1
SMI Advisory Services
3443
SMI Advisory Services
Indiana
$529M +$11.1M +2% 6.8% 80.7% 62 27.42% 1.2
Strong Tower Advisory Services
3444
Strong Tower Advisory Services
Minnesota
$528M +$20.8M +4% 8.61% 155% 103 8.74% 2.7
111 Capital
3445
111 Capital
France
$528M -$54M -9% 7.81% – 728 71.57% 0.2
First National Bank & Trust Co of Newtown
3446
First National Bank & Trust Co of Newtown
Pennsylvania
$528M +$28.1M +6% 7.58% 55.7% 139 4.32% 8.8
First National Corp
3447
First National Corp
Massachusetts
$527M +$31.4M +6% 6.5% 56.3% 184 16.85% 3.8
Systelligence LLC
3448
Systelligence LLC
Minnesota
$527M -$13.5M -2% 6.06% 57.3% 64 31.25% 0.9
Moody Aldrich Partners
3449
Moody Aldrich Partners
Massachusetts
$527M +$10.6M +2% 21.3% 312% 209 24.88% 1.4
Varenne Capital Partners
3450
Varenne Capital Partners
France
$527M -$49.8M -9% 17.7% 212% 36 72.22% 0.3