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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)
Vickerman & Driscoll Financial Advisors
3801
Vickerman & Driscoll Financial Advisors
Washington
$198M +$15.6M +9% 5.82% – 72 9.72% 1.7
Premier Fund Managers
3802
Premier Fund Managers
United Kingdom
$198M -$8.67M -4% 12.3% 56.6% 43 13.95% 2.1
Prism Advisors
3803
Prism Advisors
California
$198M +$18.9M +11% 7.94% 54.6% 66 13.64% 1.4
Parus Finance (UK)
3804
Parus Finance (UK)
United Kingdom
$198M +$38.8M +24% 17.8% 199% 20 0% 2.6
HCM
3805
Hudson Capital Management
New Jersey
$198M +$17.9M +10% 6.47% 66.8% 79 16.46% 1.6
HR
3806
Hayden Royal
North Carolina
$197M +$83.9M +74% 6.52% 100% 253 48.62% 0.5
Union Bancaire Privee Asset Management
3807
Union Bancaire Privee Asset Management
New York
$197M +$42.1M +27% 9.75% – 43 0% 0.9
Invus Financial Advisors
3808
Invus Financial Advisors
New York
$197M – – 11.9% 29.5% 5 – 0
Nepsis Inc
3809
Nepsis Inc
Minnesota
$197M +$23.7M +14% 10% 131% 35 2.86% 3.2
Aull & Monroe Investment Management
3810
Aull & Monroe Investment Management
Alabama
$197M +$7.99M +4% 5.47% 98.3% 128 1.56% 4.9
O'Brien Greene & Co
3811
O'Brien Greene & Co
Pennsylvania
$197M +$10.6M +6% 8.31% 81.4% 111 9.91% 0.9
Chase Investment Counsel
3812
Chase Investment Counsel
Virginia
$197M +$1.66M +0.9% 11.1% 350% 126 38.1% 1.4
Column Capital Advisors
3813
Column Capital Advisors
Indiana
$197M – – 6.73% 20.4% 758 – 0
NEPC LLC
3814
NEPC LLC
Massachusetts
$197M – – 2.73% 21.3% 26 – 0
Bard Associates
3815
Bard Associates
Illinois
$197M +$40K +0% 5.26% 241% 170 4.71% 4.1
Cambridge Financial Group
3816
Cambridge Financial Group
Ohio
$196M +$12.7M +7% 11.2% – 32 6.25% 3
BT Wealth Management
3817
BT Wealth Management
Georgia
$196M +$17.2M +10% 8.1% 34.8% 66 21.21% 0.8
Schoolcraft Capital
3818
Schoolcraft Capital
Colorado
$196M +$21.9M +13% 6.48% 58.7% 66 15.15% 0.6
Pathway Capital Management
3819
Pathway Capital Management
California
$196M – – 25.1% 629% 10 – 0
Essex Savings Bank
3820
Essex Savings Bank
Connecticut
$196M +$7.09M +4% 8.31% 95.2% 188 13.3% 0.9
Monument Capital Management
3821
Monument Capital Management
Virginia
$196M +$11.7M +6% 6.14% 170% 88 6.82% 1.5
III Capital Management
3822
III Capital Management
Florida
$196M -$28.3M -13% 3.07% 28.7% 60 41.67% 0.2
Wealth Enhancement & Preservation of GA
3823
Wealth Enhancement & Preservation of GA
Georgia
$196M – – 8.02% 82.2% 51 – 0
Sitrin Capital Management
3824
Sitrin Capital Management
California
$196M +$12.4M +7% 7.85% 139% 37 0% 2.3
Peddock Capital Advisors
3825
Peddock Capital Advisors
Massachusetts
$195M +$15.2M +8% 5.96% 113% 249 55.42% 2