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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)
AA
3576
Ashford Advisors
New York
$433M +$2.99M +0.7% 1.57% 75.4% 15 0% 3.5
Knightsbridge Asset Management
3577
Knightsbridge Asset Management
California
$432M -$14M -3% 4.47% 150% 131 20.61% 2.7
Cranbrook Wealth Management
3578
Cranbrook Wealth Management
Michigan
$431M -$6.95M -2% 1.8% 54.3% 417 11.03% 4.8
High Falls Advisors
3579
High Falls Advisors
New York
$431M -$5.63M -1% 0.83% 56.9% 130 18.46% 3.1
LT
3580
Legacy Trust
Michigan
$431M -$4.49M -1% 2.63% 95% 164 7.32% 1.7
IDG China Venture Capital Fund IV Associates
3581
IDG China Venture Capital Fund IV Associates
Hong Kong
$431M +$11.2M +3% 11.1% 59.2% 4 25% 2.8
GJCM
3582
Grand Jean Capital Management
California
$431M -$16.6M -4% 5.73% 61.4% 52 11.54% 5.1
Whalerock Point Partners
3583
Whalerock Point Partners
Rhode Island
$430M +$9.9M +2% 3.3% 103% 192 6.25% 5.1
Berkshire Bank
3584
Berkshire Bank
Massachusetts
$430M +$3.73M +0.9% 1.03% 76.2% 165 10.3% 2.9
RM
3585
Rudius Management
New York
$430M -$70M -14% 11.1% 8.92% 8 50% 2.8
Eldridge Investment Advisors
3586
Eldridge Investment Advisors
New Hampshire
$430M +$4.14M +1% 0.34% 50.9% 159 13.21% 3.7
First Pacific Financial
3587
First Pacific Financial
Washington
$430M +$2.43M +0.6% 0.64% 53.6% 443 22.8% 1.5
SEP
3588
Southland Equity Partners
Missouri
$430M +$18.6M +5% 0.76% 66.1% 239 12.97% 2.4
Raffa Wealth Management
3589
Raffa Wealth Management
District of Columbia
$430M +$15.4M +4% 2.14% 35.8% 1,142 7.79% 4.1
Banco BTG Pactual
3590
Banco BTG Pactual
Brazil
$430M +$41.1M +11% 7.3% 135% 231 58.87% 0.5
Beacon Harbor Wealth Advisors
3591
Beacon Harbor Wealth Advisors
Virginia
$430M +$9.24M +2% 2.8% 143% 94 42.55% 1.6
Kelly Lawrence W & Associates
3592
Kelly Lawrence W & Associates
California
$429M -$14.8M -3% 2.32% 123% 177 7.34% 5.1
Broadleaf Partners
3593
Broadleaf Partners
Ohio
$428M +$5.38M +1% 6.37% 180% 83 12.05% 3.9
Arch Capital Group
3594
Arch Capital Group
Bermuda
$428M +$41.2M +11% 0.43% 3.08% 3 0% 3.2
GDS
3595
Gimbel Daniel Scott
$428M +$7.38M +2% 2.3% 57.1% 3 0% 2.8
FNBOMD
3596
First National Bank of Mount Dora
Florida
$427M -$13.3M -3% 0.68% 96.2% 140 7.14% 5.7
Carrera Capital Advisors
3597
Carrera Capital Advisors
Michigan
$427M +$18.3M +4% 1.74% – 141 26.24% 0.3
Delta Financial Group
3598
Delta Financial Group
New Jersey
$427M +$158M +59% 2.31% – 262 51.53% 0.7
Chemistry Wealth Management
3599
Chemistry Wealth Management
New York
$427M +$4.27M +1% 2.39% 77.1% 191 9.42% 2.1
SIM
3600
SW Investment Management
Colorado
$426M +$48M +13% 16.2% 143% 15 13.33% 1.9