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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)
Oak Hill Capital Management
4101
Oak Hill Capital Management
New York
$312M -$224M -42% 7.11% 1.19% 1 0% 2.5
EnCap Energy Capital Fund XI
4102
EnCap Energy Capital Fund XI
Texas
$312M -$91.5M -23% 8.55% 21% 1 0% 0.5
Vickerman Investment Advisors
4103
Vickerman Investment Advisors
Washington
$312M +$1.5M +0.5% 0.99% 47.3% 65 3.08% 2.3
Keating Investment Counselors
4104
Keating Investment Counselors
Florida
$312M +$1.02M +0.3% 1.14% 50% 84 23.81% 6
Colony Family Offices
4105
Colony Family Offices
North Carolina
$311M +$2.34M +0.8% 0.91% 53.9% 70 14.29% 1.8
Opal Wealth Advisors
4106
Opal Wealth Advisors
New York
$311M +$16.6M +6% 0.89% 62.3% 1,276 75.31% 0.3
Claar Advisors
4107
Claar Advisors
New York
$311M +$519K +0.2% 1.77% 65.5% 25 4% 4.1
Weaver Capital Management
4108
Weaver Capital Management
Georgia
$311M +$18.3M +6% 3.25% 79.4% 187 18.72% 0.4
Hilltop National Bank
4109
Hilltop National Bank
Wyoming
$311M +$16.5M +6% 3.45% – 850 8.24% 0.2
Lorne Steinberg Wealth Management
4110
Lorne Steinberg Wealth Management
Canada
$311M -$9.6M -3% 2.47% 83.4% 70 4.29% 2.6
Algebris (UK)
4111
Algebris (UK)
United Kingdom
$311M +$85.4M +38% 4.11% 24.5% 50 24% 0.8
Bridge Creek Capital Management
4112
Bridge Creek Capital Management
Massachusetts
$311M -$1.66M -0.5% 0.86% 76.5% 104 7.69% 6.1
MPS Loria Financial Planners
4113
MPS Loria Financial Planners
Illinois
$310M +$12.5M +4% 6.23% 80% 84 9.52% 4.6
CCM
4114
CAAS Capital Management
New York
$310M -$1.05B -77% 3.33% 11% 557 70.74% 1
Estuary Capital Management
4115
Estuary Capital Management
Minnesota
$310M +$64M +26% 12.7% – 20 35% 0.3
Brady Family Wealth
4116
Brady Family Wealth
Missouri
$310M +$1.53M +0.5% 1.88% 61.8% 117 0.85% 1.4
Addison Advisors
4117
Addison Advisors
Vermont
$310M +$18.9M +6% 0.6% 50.2% 797 14.68% 2.1
WM
4118
Wishbone Management
Illinois
$310M +$26.9M +9% 0.53% 58.7% 5 20% 1.1
Campbell Wealth Management
4119
Campbell Wealth Management
Virginia
$310M -$697M -69% 1.7% 11.2% 98 55.1% 1.7
Verum Partners
4120
Verum Partners
North Carolina
$310M +$28.1M +10% 2.05% 57.7% 161 8.07% 1
Strategic Investment Solutions
4121
Strategic Investment Solutions
Illinois
$310M – – 2.37% – 629 – 0.8
Old Mission Investment Co
4122
Old Mission Investment Co
Michigan
$309M +$8.45M +3% 3.26% 82% 122 6.56% 3.3
Roman Butler Fullerton & Co
4123
Roman Butler Fullerton & Co
Missouri
$309M +$42.4M +16% 5.76% 134% 242 19.42% 2.9
McLean Asset Management
4124
McLean Asset Management
Virginia
$309M +$17.2M +6% 1.65% 64.3% 163 11.04% 2.3
Clarity Wealth Advisors
4125
Clarity Wealth Advisors
California
$309M +$13.4M +5% 5.44% 94.1% 88 3.41% 2.8