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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)
CMAI
3476
Capital Management Associates Inc
Minnesota
$442M +$175M +65% 2.36% 75.6% 140 33.57% 0.7
Vickerman Investment Advisors
3477
Vickerman Investment Advisors
Washington
$441M +$73.5M +20% 0.65% 47.3% 85 22.35% 2.3
Long Run Wealth Advisors
3478
Long Run Wealth Advisors
New York
$441M +$23.7M +6% 0.34% 50.5% 109 16.51% 2.2
Perkins Coie Trust Company
3479
Perkins Coie Trust Company
Washington
$441M -$13.5M -3% 2.53% 83.2% 493 47.26% 3.7
BCM Advisors
3480
BCM Advisors
Louisiana
$441M -$6.81M -2% 4.06% 66.3% 70 1.43% 4.5
Maia Wealth
3481
Maia Wealth
Colorado
$441M -$23.7M -5% 1.7% – 363 30.03% 0.8
AAM
3482
AR Asset Management
California
$440M -$1.06M -0.2% 0.94% 66% 115 5.22% 8.3
JFG Wealth Management
3483
JFG Wealth Management
Colorado
$440M +$3.7M +0.8% 1.6% 65.2% 99 21.21% 1.7
Raffa Wealth Management
3484
Raffa Wealth Management
District of Columbia
$439M +$9.7M +2% 0.06% 35.8% 1,124 4.98% 4.5
West Paces Advisors
3485
West Paces Advisors
Georgia
$439M +$29.3M +7% 1.26% 57.7% 588 9.52% 5.1
Calton & Associates
3486
Calton & Associates
Florida
$438M +$212M +94% 1.6% 73.9% 350 47.71% 1
TFG Asset Management
3487
TFG Asset Management
Cayman Islands
$438M +$46.7M +12% 0.68% 72.1% 33 27.27% 1.4
CIM
3488
CIM Investment Management
Pennsylvania
$438M +$96.2M +28% 4.44% 123% 252 5.95% 4.5
DL
3489
DOHJ LLC
Washington
$438M +$4.97M +1% 1.43% 51.5% 157 19.11% 2.5
Medicxi Ventures Management
3490
Medicxi Ventures Management
Jersey
$438M -$91.4M -17% 17% 369% 5 0% 3
Delta Financial Group
3491
Delta Financial Group
New Jersey
$438M +$10.5M +2% 2.97% – 267 9.36% 0.9
ALM First Financial Advisors
3492
ALM First Financial Advisors
Texas
$438M +$14.4M +3% 0.14% 50.5% 28 21.43% 1.9
New Hampshire Trust
3493
New Hampshire Trust
New Hampshire
$437M -$37.4M -8% 2.85% 88.5% 179 5.03% 2
M. Kulyk & Associates
3494
M. Kulyk & Associates
Georgia
$437M -$24.9M -5% 1.94% 63.3% 110 12.73% 2.8
WestHill Financial Advisors
3495
WestHill Financial Advisors
California
$437M -$9.32M -2% 2.02% 62.9% 81 13.58% 3.1
VC
3496
Vision Capital
Ontario, Canada
$437M -$182M -29% 7% 19.8% 24 58.33% 0.5
Topline Capital Management
3497
Topline Capital Management
California
$437M -$92M -17% 13% – 39 10.26% 0.2
Patten Group
3498
Patten Group
Tennessee
$436M -$15.4M -3% 0.18% 99% 254 3.94% 6
Noked Israel
3499
Noked Israel
Israel
$436M -$71.9M -14% 14.2% 265% 16 6.25% 1.6
Clayton Dubilier & Rice
3500
Clayton Dubilier & Rice
New York
$436M +$243M +126% 127% 176% 3 33.33% 5.1