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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)
Cranbrook Wealth Management
3651
Cranbrook Wealth Management
Michigan
$492M -$15.6M -3% 0.95% 54.3% 410 7.8% 5.9
Blue Zone Wealth Advisors
3652
Blue Zone Wealth Advisors
California
$491M -$31.4M -6% 7.45% 91.1% 144 15.28% 2.7
Triumph Capital Management
3653
Triumph Capital Management
Colorado
$491M +$28.4M +6% 2.62% 55.5% 1,905 10.76% 0.5
PFA
3654
Professional Financial Advisors
Nebraska
$491M +$1.56M +0.3% 1.57% 59.2% 152 24.34% 2.6
Spinnaker Investment Group
3655
Spinnaker Investment Group
California
$491M -$60.4M -11% 0.35% 56.9% 183 26.78% 2
New York Life Insurance Company
3656
New York Life Insurance Company
New York
$491M +$34.5M +8% 4.7% 71% 6 0% 3.5
Regent Peak Wealth Advisors
3657
Regent Peak Wealth Advisors
Georgia
$490M -$16.9M -3% 3.57% – 213 16.9% 3.4
Mudita Advisors
3658
Mudita Advisors
United Kingdom
$490M +$27.3M +6% 5.67% 143% 29 31.03% 1.5
BCS Wealth Management
3659
BCS Wealth Management
Tennessee
$490M -$500M -51% 0.22% 51% 357 31.93% 2.2
Intellectus Partners
3660
Intellectus Partners
California
$490M -$27.7M -5% 4.39% 157% 312 15.06% 3.8
Landesbank Baden-Wuerttemberg
3661
Landesbank Baden-Wuerttemberg
Germany
$490M -$55.7M -10% 6.81% – 7 0% 0.3
Ayalon Insurance Company
3662
Ayalon Insurance Company
Israel
$490M +$77.5M +19% 2.2% 99.6% 61 4.92% 5.7
Rossby Financial
3663
Rossby Financial
Florida
$489M +$165M +51% 1.39% – 2,316 23.7% 0.6
Exane Asset Management
3664
Exane Asset Management
France
$489M +$13.9M +3% 9.49% 74.5% 46 56.52% 0.6
Gator Capital Management
3665
Gator Capital Management
Florida
$489M -$4.16M -0.8% 7.43% 245% 123 32.52% 2.4
KMWM
3666
Keudell/Morrison Wealth Management
Oregon
$489M +$13.1M +3% 3.03% – 258 15.5% 3.7
Ackerman Capital Advisors
3667
Ackerman Capital Advisors
Texas
$488M -$9.9M -2% 0.3% 46.4% 128 15.63% 3.7
Contravisory Investment Management
3668
Contravisory Investment Management
Massachusetts
$488M -$16.7M -3% 3.89% 135% 436 33.26% 1.7
MHR
3669
Matthew Hamilton Rosenberg
$488M +$5.22M +1% 0.01% 52% 822 5.11% 4.2
Kendall Capital Management
3670
Kendall Capital Management
Maryland
$488M +$9.9M +2% 2.28% 130% 243 10.29% 3.7
Berkshire Bank
3671
Berkshire Bank
Massachusetts
$488M -$5.17M -1% 0.42% 76.2% 169 11.83% 3.7
HeadInvest LLC
3672
HeadInvest LLC
Maine
$488M -$15.3M -3% 1.4% 59.1% 231 9.52% 6.3
University of Illinois Foundation
3673
University of Illinois Foundation
Illinois
$487M +$196M +67% 5.42% – 36 75% 0.3
ACM
3674
Aljian Capital Management
Nevada
$487M -$15.4M -3% 3.05% 162% 134 11.94% 2.5
Summit Creek Advisors
3675
Summit Creek Advisors
Minnesota
$487M -$149M -23% 7.05% 84.6% 72 16.67% 4.1